{"id":111761,"date":"2023-05-24t12:22:23","date_gmt":"2023-05-24t16:22:23","guid":{"rendered":"\/\/www.g005e.com\/?p=111761"},"modified":"2023-07-17t02:18:56","modified_gmt":"2023-07-17t06:18:56","slug":"help-heirs-with-tax-issues","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/24\/help-heirs-with-tax-issues\/","title":{"rendered":"help heirs with tax issues"},"content":{"rendered":"
<\/a>they may not see the possible tax ramifications, but you can.<\/strong><\/p>\n by ed mendlowitz<\/i> inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.<\/p>\n more on marketing: <\/b>seven questions to suggest estate planning<\/a> | 28 data points for a financial planning discussion<\/a> | every client can use financial planning<\/a> | four reasons to perform tax projections<\/a> | four additional services to suggest<\/a> most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to \u201crecord\u201d the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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