TITLE

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

AUTHOR(S)
Crane, Amy Buttell
PUB. DATE
July 2007
SOURCE
Journal of Financial Planning;Jul2007Supplement, Vol. 20, p6
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
25657137

 

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