Advisor Blog

Featured Blogs

  • #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service

    #XYPNRadio Roundup: From Broker/Dealer to Fee-for-Service

  • Working From Home: How Advisors Can Transition to a Virtual Practice

    Working From Home: How Advisors Can Transition to a Virtual Practice

  • Launching Your Own RIA: Advice from Advisors Who Took the Leap

    Launching Your Own RIA: Advice from Advisors Who Took the Leap

  • How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

    How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

  • Member Benefits You Can't Put a Price On

    Member Benefits You Can't Put a Price On
Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor

5 MIN READ 

Tax preparation and tax...

September 06, 2021/by Chelsey Patera
The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

6 MIN READ 

Tax season can be one...

July 26, 2021/by Sara Williams
Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor

9 MIN READ 

“Should I do a Roth...

July 19, 2021/by Sam Nguyen
Everything Advisors Need to Know About IRA Distributions and Taxes

Everything Advisors Need to Know About IRA Distributions and Taxes

7 MIN READ 

July 12, 2021/by Blake Mattfeldt
The Four Steps to Conquering Self-Employment Taxes as an Advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor

11 MIN READ 

At the risk of...

May 10, 2021/by Team XYTS
What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

5 MIN READ 

The hardship of the past...

March 11, 2021/by Pam Hocevar
Considering the Benefits of a Tax Extension as a Financial Advisor

Considering the Benefits of a Tax Extension as a Financial Advisor

7.5 MIN READ 

Let's talk about...

March 04, 2021/by Michael Law
How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

13 MIN READ 

COVID-19 relief...

February 15, 2021/by Katrina Ivancic
Everything Independent Financial Advisors Need to Know to File Their Taxes

Everything Independent Financial Advisors Need to Know to File Their Taxes

5 MIN READ 

The most wonderful time...

February 08, 2021/by Chelsey Patera
Saving for Retirement as a Financial Advisor – A Tax Expert's Take

Saving for Retirement as a Financial Advisor – A Tax Expert's Take

8 MIN READ 

Believe it or not, there...

January 14, 2021/by Blake Mattfeldt
Community Property: What Financial Advisors Should Know

Community Property: What Financial Advisors Should Know

15 MIN READ 

As a financial advisor,...

December 17, 2020/by Katrina Ivancic
A Guide to the New 2020 Form 8915-E

A Guide to the New 2020 Form 8915-E

10 MIN READ 

2020 has been a year of...

December 03, 2020/by Team XYTS
Year-End Tax Planning: Decisions to Weigh

Year-End Tax Planning: Decisions to Weigh

8 MIN READ 

For many taxpayers,...

November 30, 2020/by Michael Law
Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

Selling or Liquidating Your S Corp or Sole Proprietorship/Single-Member LLC

8 MIN READ 

As a financial planner,...

September 14, 2020/by Michael Law
How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients

8 MIN READ 

Income tax law changes...

August 31, 2020/by Michael Law

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Popular Posts:

A Guide to the New 2020 Form 8915-E
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How to Master the Art of Prospecting: A Step-by-Step Guide for Financial Advisors

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