How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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The agency this week is sending letters to target 125,000 cases of taxpayers with incomes of more than $400,000 who didn’t file returns between the years 2017 and 2021.
There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.