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.

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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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