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 on February 12, 2020 at 9:45 AM “Time flies.” It’s common verbiage amongst us, and it’s especially prevalent with financial services professionals. Whether you’re a sole practitioner, or lead a team …
Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective …