State Tax Tips for Financial Advisors
Tough federal taxes take up all the air, the variety in state taxes offers opportunities for financial planning.
This article was written by Steven Jarvis, CPA.
In this article, Steven discusses changes in tax law and the importance of knowing what’s out there, focusing on change, and deprioritizing taxes in decision-making
Recommended Articles
Advisors: How To Clear Up Tax Confusion
Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
Read MoreThe Tax Planning Process Every Advisor Can Implement
The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.
Read More“I have a tax preparer, so I have a tax planner.”
No one goes to an urgent care center complaining that the Family Doctor can’t also do open-heart surgery. We all understand that “doctor” is a general term. Depending on […]
Read More