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XYPN Blog / Tax Preparation (2)

Advice

Your Guide to Tax Preparation and Tax Planning as an Advisor

Your Guide to Tax Preparation and Tax Planning as an Advisor
Fee-only advisor

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season

The Top 5 Ways to Set Your Clients Up For A Successful Tax Season
Fee-only advisor

Roth Conversions: Everything You Need to Know as an Advisor

Roth Conversions: Everything You Need to Know as an Advisor
Fee-only advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor

The Four Steps to Conquering Self-Employment Taxes as an Advisor
Fee-only advisor

XYPN Roundup: Everything You Need to Know From Our Tax Experts

XYPN Roundup: Everything You Need to Know From Our Tax Experts
Fee-only advisor

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes

What Giving Through a Donor Advised Fund (DAF) Means for Your Taxes
Fee-only advisor

Considering the Benefits of a Tax Extension as a Financial Advisor

Considering the Benefits of a Tax Extension as a Financial Advisor
Fee-only advisor

How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes

How State Conformity to Federal COVID-19 Relief Measures Impacts Your Taxes
Advice

Everything Independent Financial Advisors Need to Know to File Their Taxes

Everything Independent Financial Advisors Need to Know to File Their Taxes
Fee-only advisor

Community Property: What Financial Advisors Should Know

Community Property: What Financial Advisors Should Know
Fee-only advisor

A Guide to the New 2020 Form 8915-E

A Guide to the New 2020 Form 8915-E
Fee-only advisor

Year-End Tax Planning: Decisions to Weigh

Year-End Tax Planning: Decisions to Weigh
Fee-only advisor

How to Talk About Taxes with Your Financial Planning Clients

How to Talk About Taxes with Your Financial Planning Clients