sit with clients early and address good and bad financial situations to help them make smart tax decisions.
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quick tax tip
with art werner
cpe today
in the latest episode of *quick tax tips*, art werner sheds light on the crucial role of proactive tax planning, especially when dealing with individual clients and their form 1040 filings. as werner puts it, “tax planning is about maneuvering the tax code to lighten the load and maybe even look for a silver lining.”
for tax professionals, it’s all about understanding every detail on form 1040 and advising clients before tax season hits full swing. too often, clients arrive in february or march with a shoebox full of receipts, leaving tax advisors to prepare returns based merely on past actions. “what you’re giving them is a history lesson,” werner warns. but the real value lies in working with clients ahead of time—offering them the guidance they need to lower their tax burdens when it matters most.
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