In this review, Steven focuses on planning opportunities centered around owner-employees of S-Corporations, including adjusting Federal withholding to eliminate/reduce estimated tax payments, small business retirement plan contribution options, reviewing business returns, and examining the QBI deduction. This return also includes rules for deducting Alimony and potential planning opportunities for children not claimed as dependents.
I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me
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Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
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“I send tons of clients to my local CPA, but she never sends me a single client back!” As an advocate of advisors working closely with tax preparers, and as a tax preparer myself, I hear the complaint of unreciprocated referrals all the time from financial advisors.
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