Can I shred this? — A Guide to Document Retention
It feels great to shed the weight of stacks of old documents. For some of us it also carries some anxiety because it’s difficult to know exactly what’s worth holding on to. Here’s a brief guide to help you get your documents in order before shred day.
What is a tax letter?
As I was finishing my tax letters for 2025, a CPA remarked that everything would be easier if all advisors provided a tax letter for their clients. So, why don't all advisors write tax letters for their clients?