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Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.
March 11
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Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.
March 5
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Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.
March 5
