Tax Return Review – Huge Overpayment

“Bob and Sue” have income on nearly all of the lines of the first page of the 1040, itemize their deductions and were eligible for a refund of over \$27,000. Watch to see Steven’s insights on opportunities to deliver value for this real taxpayer

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Advisor Tax Mistake #3 – Skipping the Three Most Important (But Least Sexy) Tax Strategies

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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Crucial IRS Deadlines That Taxpayers Miss

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Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients

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 information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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