BobKamman
Level 15
03-05-2024
11:39 AM
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Exactly. And I have the luxury of spending more time with clients now that I try to call myself "semi-retired." If I'm too efficient, it just means I have no excuse for taking new clients, and I turned one down just yesterday.
Last week I spent a couple hours with a widow (who got that strange notice from IRS) and her son. Chewed her out for having a Medicare Advantage plan (she will change when she can) and explained that it's not a good idea to have 25% of her estate tied up in one stock, that of her late husband's previous employer, now that she can sell it with stepped-up basis.
If the tax returns are the most important way I helped a client, I wonder if I missed something.