Tax form forensics for financial advisors

Four forms in particular contain insights to a client's financial life and how to serve them better. We explain them here.

Related Keywords

Frank Pape ,Sherlock Holmes , ,Frontier Asset ,Capital Gains ,Capital Loss ,Tax Exempt Interest ,Taxable Interest ,Ordinary Dividends ,Qualified Dividends ,Both Lines ,Capital Gain ,Taxable Income ,Tax Preparer Signature ,Tax ,Practice And Client Management ,Investments ,Arias ,Income Taxes ,Tax Season ,Irs ,Tax Planning ,Tax Deductions ,