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Make Tax Season the Starting Line for Year-Round Planning
By
Jen Hollers
Best Practices April 15, 2025 at 04:05 PM
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What You Need To Know
- At the beginning of the year, advisors should educate clients on effective withholding elections.
- Advisors have a responsibility to offer guidance on the types of investments and the timing and taxation associated with them.
- They need to have a complete picture for the strongest and most effective financial strategy.
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