While the federal government probably doesn’t collect all lawfully owed tax dollars due to its own inability to fully validate every taxpayer’s claimed write-offs, it also collects a lot of tax revenue to which it’s legally/factually not entitled. I know what you’re thinking; how does the IRS actually collect and retain tax revenue that isn’t actually owed? The answer is the IRS really doesn’t know it isn’t entitled to these revenues. And it’s costing your clients money! Now that I have your attention, let me elaborate… http://www.thinkadvisor.com/2014/11/14/help-your-clients-avoid-paying-taxes-they-dont-rea
Andy graduated from the University of Alabama-Birmingham with a B.S. degree in Accounting. He is a Registered Investment Advisor Representative of Money Management Services, Inc and holds the designations of CPA (Certified Public Accountant), AIF® (Accredited Investment Fiduciary), CTS™ (Certified Tax Specialist), and WMS (Wealth Management Specialist). As an advisor, Andrew specializes in comprehensive financial planning, estate tax planning, personal taxation planning, retirement income distribution planning, wealth accumulation, personalized portfolio management, and fiduciary investment management services.