Family life can be hectic. From after-school activities, home repairs, and planning for long-term expenses like university, there’s a lot to manage.
Show clients their taxes don’t have to be among their stress points with these proactive stories from Advisor To Client. They provide pointers to places where clients can save on tax, and that can be a great stress reducer.
These articles explain the fundamentals:
Use the site’s built-in email function to send these to clients, or print them out or share via Twitter and LinkedIn. And, don’t miss our special Tax-Saving Strategies package. It’s featured on AdvisorToClient through mid-April.