Monthly Archives March 2018

It’s Tax Season, Time to Reach Out to Your Clients Proactively

Due to the tax law changes that happened last December, as a financial advisor you’ve probably received a lot of calls and questions about the “Tax Cuts and Jobs Act of 2017” already. The whole financial services industry is still working through the implications of the legislation, and the IRS will undoubtedly be issuing clarifications since the law takes effect for this 2018 tax year. (Like this clarification in February, regarding home equity loans: Tax season has always been a great time to reach out to your clients, and the new legislation makes it even more so. Here are
Read More

Categories: Blog Posts.