Jul 9, 2021
On this episode of Tax Q&A Friday, Steven along with his
guests Phillip and James are focusing on do-it-yourself tax
preparation’s pitfalls. The question is “What do you typically see
go wrong with clients who insist on preparing their own taxes?”
Between Roth conversions and other strategies, there’s a lot that
financial advisors may have to fix.
Are you interested in content that provides you with action steps
that you can take to provide massive tax value to your clients?
Then don't wait to sign up for our powerful online training
sessions. Click on the link below to get started on your
journey:
https://www.go.retirementtaxservices.com/rts-registration-0728-a