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Claire Gallant
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Join date: May 17, 2023
Posts (6)
Nov 6, 2025 ∙ 2 min
How the Government Shutdown Impacts Tax Season
The longest government shutdown in U.S. history is colliding with IRS staffing shortages and new tax law changes. Advisors should prepare now to help clients navigate delays and stay organized.
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Sep 23, 2024 ∙ 5 min
Key 2025 Tax Dates for Advisors: A Timeline to Keep Your Clients on Track
Here’s a timeline of key tax dates and milestones that you should know and proactively share with your clients.
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Sep 11, 2024 ∙ 3 min
An Open Letter to Financial Advisors: Let’s Team Up for Tax Season
Dear Financial Advisors, Tax season is upon us, and as CPAs, we’re gearing up for one of the busiest times of the year. While it’s crunch...
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