17
March7 Questions You Must Ask Your CPA at Tax Time
Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]
CPAdeductionsIRSloss carryforwardsretirementRoth IRAtaxtax planningwithholding
