Examining your clients’ yearly tax returns can help you frame a complete appraisal of their financial picture and introduce new approaches to strengthen and improve their overall fiscal health. Our guide breaks down this thorough review into seven steps that can reveal such important considerations as:
- The effect of clients’ tax status on their retirement investments
- The need for portfolio consolidation to improve oversight
- The importance of estate planning when clients change filing status
With the help of our guide, you can identify planning opportunities and even increase your assets under management, turning tax time into a strategy to build both your reputation and your business.