In this review, Steven walks through things to look out for as life changes happen in a client’s life, including getting married and planning for retirement. This return also highlights several lines to look for when looking at rental properties.
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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“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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“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
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