The Tax Planning Process Every Advisor Can Implement

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes “just happen” virtually guarantees that opportunities are getting missed. Even for taxpayers who work with a tax professional, the default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening.

View The Full Article Here

Recommended Articles

Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years?

Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go...

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

If you ask some financial professionals, the answer to this question might be a resounding...

7 Tax Pitfalls Financial Advisors Should Avoid This Season

Some financial advisors may be tempted to wash their hands of taxes and leave them...

Is it too late to convert to a Roth?

There is also no earned income requirement to convert to a Roth. As long as...

Are you looking for a tax team you can trust and can help you deliver massive value to your clients?

LET’S TALK

The Tax Planning Process Every Advisor Can Implement

Recommended Articles

Ask an Advisor: How Can Tax Rates Be Higher in Retirement Than Your Earning Years?

Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?

7 Tax Pitfalls Financial Advisors Should Avoid This Season

Is it too late to convert to a Roth?

Are you looking for a tax team you can trust and can help you deliver massive value to your clients?

Publishing Policy