Help clients get a jump on tax season
Tax season is approaching fast — it’s almost time to shift from year-end planning strategies to preparing for filing. The season looks like it will kick-off around its usual time of mid-January.
While financial advisors often tout the advantages of connecting clients with tax professionals, it would behoove planners to be well versed in general tax subjects to answer client questions.
With that in mind, consider this collection of tips from the IRS and other tax experts on how clients and advisors can set themselves up to have a smoother, less surprising filing season in 2019.