A four-part series on the ways advisors can make a difference for their clients during tax season. In part one: last minute tax tips. In part two: tax season’s teachable moments. In part three: taking the family approach to tax season. In part three: tax credits your clients should know about. More to come.
April 23, 2013As more clients go DIY, find ways to help them save
Include spouses and children for maximum benefit
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Disability insurance, annuities and much more