Claire Gallant

I used to think questions from the CPA meant that my advice was being challenged. Now I know they’re often an effort to honor the planning that’s already been done by making sure it gets reported the right way.

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.

Here’s a timeline of key tax dates and milestones that you should know and proactively share with your clients.