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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Russell: How Advisors Can Turn Tax Season Into A Strategic Advantage

“It’s the most wonderful time of the year…” or is it? Wait, I might be experiencing some holiday season nostalgia. Most everyone I know would not sing those words to describe “Tax Season”. Tax Season instead fills people with anxiety, stress, and concern over whether the forms are filled correctly, if we have all the right documents we need, and most importantly “How much do I owe this year”! While tax law changes are forthcoming, tax rates are not at and not going to zero, so most income earners have to pay taxes.