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5 Digital Marketing Tactics for Tax Advisors

Harness Wealth

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. For example, “comprehensive tax planning” or “long-term tax strategies for small businesses” can, over time, help you attract the right visitors.

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Mastering the Art of Financial Planning Marketing: Strategies for Success

Indigo Marketing Agency

Here are some innovative financial planning marketing ideas: Host workshops and webinars: These are effective ways to educate your audience on topics such as retirement planning, investing strategies, and tax planning. E-books and Whitepapers: Offer downloadable tools such as e-books and whitepapers on your website.

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Strategic Advisory Letter | Mid-Year Planning Tools for 2015

Brown Advisory

Strategic planning for families often focuses on tax avoidance or minimization, and this emphasis on tax planning is understandable because reducing the tax drag on earnings and intergenerational wealth transfers is the functional equivalent of boosting investment returns.

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2025 Tax Preparation Checklist: What You Need to File Taxes

Harness Wealth

This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist. To plan your tax timeline, see our article, 2025 Tax Deadline Information for Individual Filers.

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The Intel Pension Plan: Everything You Need to Know

Cordant Wealth Partners

Free Resources: Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Checklist; pdf download]. The basic idea of a pension plan is fairly straightforward. To help with your assessment, download your free Pension analysis tool. How Pensions Work.

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Diagnosing Google Ads Performance: 5 Common Mistakes & How to Solve Them

Indigo Marketing Agency

For instance, an uptick in searches related to tax planning in the beginning of the year could see your ads performing very well, until the April 15th tax deadline, when the frenzy for tax advice decreases substantially. Like everything else on the internet, keyword search volume can be affected by trends and seasonality.

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The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision

Cordant Wealth Partners

Free Resources: Intel Years of Service and Benefits [Excel download]. Pension: Lump Sum vs. Monthly Income [Excel download]. Pension: Lump Sum vs. Monthly Income [Flowchart; pdf download]. Checklist; pdf download]. Income, Expense, and Tax Planning. What Issues Should I Consider Before I Retire?