{"id":2654,"date":"2023-04-17T08:53:25","date_gmt":"2023-04-17T15:53:25","guid":{"rendered":"https:\/\/yourdedicatedfiduciary.com\/?p=2654"},"modified":"2023-05-10T19:38:01","modified_gmt":"2023-05-11T02:38:01","slug":"hidden-challenges-and-opportunities-in-tax-season","status":"publish","type":"post","link":"https:\/\/yourdedicatedfiduciary.com\/?p=2654","title":{"rendered":"Hidden Challenges and Opportunities in Tax Season"},"content":{"rendered":"<p>An excerpt:<\/p>\n<blockquote>\n<p class=\"x_MsoNormal\">Barse said that prudent financial planning starts and ends with the tax bill in mind. \u201cMany of the CPAs out there are reactive tax filers, not strategic tax planners, and it really takes some expertise to understand which of the two you have in the tax world,\u201d he said.<\/p>\n<p>&nbsp;<\/p>\n<p class=\"x_MsoNormal\">According to Barse, \u201cUltimately, the problem with thinking about tax season around tax filing deadline is that the real tax season for the current year is an all-year process.\u201d October 1\u00a0through December 31\u00a0are the times when most advisors need to be making the proper tactical moves to ensure the best outcomes for their clients. \u201cBy the time we\u2019re in tax filing season, for the previous year, many of the tax alleviation and tax reduction strategies for which a financial planning client is eligible are often off the table,\u201d Barse said.<\/p>\n<\/blockquote>\n<p>See <a href=\"https:\/\/www.etftrends.com\/exchange-an-etf-experience\/hidden-challenges-and-opportunities-in-tax-season\/\" target=\"_blank\" rel=\"noopener\">Hidden Challenges and Opportunities in Tax Season<\/a>\u00a0in VettaFi.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>An excerpt: Barse said that prudent financial planning starts and ends with the tax bill in mind. \u201cMany of the CPAs out there are reactive tax filers, not strategic tax planners, and it really takes some expertise to understand which of the two you have in the tax world,\u201d he said. &nbsp; According to Barse, [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":2649,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","cybocfi_hide_featured_image":"yes","footnotes":""},"categories":[176,9,197,200,199],"tags":[],"class_list":["post-2654","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-tax","category-tax-reduction","category-tax-season","category-vettafi"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Hidden Challenges and Opportunities in Tax Season<\/title>\n<meta name=\"description\" content=\"Vance Barse said that prudent financial planning starts and ends with the tax bill in mind.\" \/>\n<meta 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