Tax Return Review – Estimated Payments and Refunds
“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.
Recommended Articles
Advisors’ Most Asked Questions on Working With Tax Professionals
Bringing on another professional to assist in planning can be daunting, but it can add value for clients.
Read MoreCongratulations! You’ve Got Your Client’s Tax Return… Now What?
Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]
Read More5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More