Things to Learn From a Tax Return
Money Talk
AUGUST 8, 2024
With less than five months remaining in 2024, now is the time to begin serious tax planning for your 2024 income tax return. I recently attended a webinar with some tips for financial advisors about reviewing clients’ tax returns. The advice also applies to taxpayers themselves. Below are my take-aways from this presentation: Review a Draft Return- It is wise to review a draft of your annual tax return before it is submitted.
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