Tax Return Review – Income Sources, Withholding, and Estimated payments
Income Sources, Withholding, and Estimated payments.
In this review, Steven discusses the importance of examining income sources and withholding on your client’s tax return. Often, an adjustment to withholding on wages or reviewing earnings on investment accounts to make accurate estimated payments can prevent your client from “tipping the IRS” through underpayment penalties.
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]Read More
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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