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Are You Planning for Your IRS “Mortgage”?

When is $500,000 not $500,000?   Conventional wisdom on preparing for retirement has often included refrains such as “become debt-free” and “defer, defer, defer”. There are situations where both of […]

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5 Myths That Your Clients Believe About Taxes

“The tax code is complicated… boring and overrated… You don’t want that, you want a pro!!!!!!!”   Of course, we are very proud of how well those lyrics fit the […]

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Are You Ready For The January 18th, 2022 Tax Deadline?

No, the IRS is not trying to balance out the last 2 years where the deadline to file was extended into July (2019) and May (2020). In fact, every year […]

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Exclusive: Why Not All Income is Created Equal

We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem

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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.”

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5 Things Advisors Miss On The 2020 Tax Return

Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do

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Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent.    However, that assumption is […]

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5 Reasons CPAs Aren’t Referring Their Clients To You

Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital

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If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E

I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me

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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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