Tax season began on January 27 and the April 15 filing deadline always seem to sneak up on us. And with each passing tax season, there are always tax filing errors your clients can avoid. As a financial professional, you’re entrusted with managing their assets in all areas, including tax planning and tax return preparation.
Updated April 11, 2024, at 8:42 AM Tragedy and triumph in clients’ lives can be monumental and life-altering. This article alerts you to three dangerous planning mistakes—and issues that are too-often ignored …
Updated August 7, 2024, at 12:53 PM How do you find the right indexed universal life insurance policy for a client? Much is said about the indexed universal life insurance policy and …