Keeping a Year-Round Focus on Your Clients' Tax Issues

Crane, Amy Buttell
July 2007
Journal of Financial Planning;Jul2007Supplement, Vol. 20, p6
Academic Journal
The article discusses the importance of tax planning for financial planners, especially outside of tax season. Financial planners that serve their clients effectively must exert an influence on their clients' thinking throughout the entire planning process. The most important issues financial planners must consider when participating in tax planning are the conflict between referrals vs. in house expertise, the use of extra network experts that already have a separate relationship with the client, and how to handle disagreements. INSET: When You Need Extra Help.


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