Tax Return Review – Paying taxes through W-2 withholdings

In this review, Steven discusses the benefits of paying taxes through W-2 withholdings, understanding passive loss from rentals and opportunities to decrease Schedule C income through proper tax planning. He also identifies several tax planning opportunities for this client.

 

 

Recommended Articles

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

Read More

Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

Read More

Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent.    However, that assumption is […]

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.

Contact Us