“Bob and Sue” pay most of their taxes through withholdings but made a large estimated payment that ultimately resulted in a substantial refund. Watch to see Steven walk through this real life example of identifying opportunities to talk with your clients about their goals and how they can be achieved.
We all want life to be simpler than it actually is. Your clients are no exception when it comes to how their income is taxed. Many people seem
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When it comes to financial advisors and tax strategies, they often sound like old fishermen telling the story of “the one that got away,” except the stories are about ultra-obscure tax strategies that they have never used. This tendency to tell stories about the tax strategies that got away is so prolific that anytime an advisor approaches me about a tax scenario, I immediately ask for the name of the client to ensure we are talking about real life versus tax fantasyland.
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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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