For your high-income clients who filed for an extension & have limited retirement plan options this year, recommend the ‘Texas Two-Step’:
Did you know you can help some of your clients lower taxes for both 2018 & 2019 with the Texas Two-Step? For your self-employed or small business clients, who filed for a tax extension, it’s a great way to increase tax savings. You’ll look like an expert, with this proven tax strategy. Plus, it will provide more assets for you to manage!