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.
Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead More
Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead More
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 […]Read More
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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