Since we’re all about tax this month, I’ve polled some of my colleagues to come up with a list of common tax-related blunders they’ve seen in relation to investment advisor assistance or recommendations.
Hopefully, you don’t spot any of your handiwork in this list, in which case you can use it as a reminder of things to look out for and have a handy reference of “what not to do.” It’s always important to know all the facts before you dispense advice and if there are any doubts, consult a tax specialist. So, here’s the list: