Your Old Tax Returns Could Save You Thousands
I’ve talked before about how most financial advisors don’t actually do tax planning… But what do I really mean by…
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They are Literally Banking on You Being Too Busy to Notice
Your time is extremely valuable; many financial advisors know this and use it to their advantage. They know that if…
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We Suck at Tax Planning
The financial services industry sucks at tax planning. Especially CPA’s considering the fact that this is who most people think…
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