Tax Return Review – Rental Properties/Dishwasher Rule
“Bob and Sue” are over 70.5, taking social security, and have several rental properties. Even when the client is in an overall great tax situation there are always things we can review with them, including whether they are happy receiving a large refund and whether they have really considered all possible expenses for their rental properties.
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead More
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.