Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
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Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
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While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
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It wasn’t a secret this was coming. But, it may still come as a surprise to many taxpayers. Beginning on January 1, 2022, there was a MASSIVE reduction in the […]
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Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.” Your clients want to know what to expect in retirement. However, when it comes […]
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Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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Background: Tax-deferred Accounts Tax-deferred retirement accounts, like IRAs and traditional 401(k)s, are only one piece of the retirement plan puzzle. While there are other important pieces, these accounts tend to […]
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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 […]
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When advising clients on taxes financial advisors must remember that education and action are both critical.
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EVERY year we help taxpayers
correct backdoor Roth
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