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THE ADVISOR CANNOT SAY TO THE CPA, I HAVE NO NEED OF THEE Yes, errors happen. But an advisor who’s familiar with the year’s financial happenings is the best choice for a second set of eyes. So, hook us up with that tax return! Ideally before you file. Please. Look, it’s nice to catch errors and prevent problems; makes you feel like a hero, kind of. And for the most part, errors caught prior to filing can be corrected with little headache and filed returns can be amended at the cost of additional time, paperwork, and maybe some fees from your tax professional. Where it really hurts is when you’ve missed opportunities and there’s no hero mode for that. https://www.theadvocateswealth.com/blog/search-engines-make-bad-cpas monthly 0.5 2023-08-09 https://www.theadvocateswealth.com/blog/in-lieu-of-time-travel monthly 0.5 2023-08-09 https://www.theadvocateswealth.com/blog/money-stories-u monthly 0.5 2023-08-09 https://www.theadvocateswealth.com/blog/lessons-from-the-past-r243d-c4w64-x8kh6-7s6wt monthly 0.5 2023-08-03 https://images.squarespace-cdn.com/content/v1/648b7995371d27107bf25ea3/67d47b10-4296-4036-894b-14335548c804/2023-03-16-8-steps-to-regain-control.png The Distillery Newsletter - A VERY HUMAN PROBLEM: PART 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.theadvocateswealth.com/blog/lessons-from-the-past-r243d-c4w64-x8kh6 monthly 0.5 2023-08-03 https://www.theadvocateswealth.com/blog/lessons-from-the-past-r243d-c4w64 monthly 0.5 2023-08-03 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