Tax planning guides for financial advisors
Practical, step-by-step guides for turning your clients' tax returns into thoughtful planning.
How an In-House Tax Strategist Gets More Out of Worthy
Learn better tax planning practices from a CPA who works with financial advisors. The right approach (and a little help from Worthy) make a lot more possible.
The definitive guide to 529 plans for financial advisors
Review basic college savings plan details, and find links to some of the best resources for understanding the ins and outs of 529 plans.
The easiest way to kick off tax planning? Ask for tax returns
It's the perfect time to ask for tax returns — and to reach out proactively to discuss tax planning opportunities with clients.
Our favorite prompts to use in Worthy's Chat
See sample prompts and best practices for using Worthy chat to get answers and model different scenarios.
How to do even more with Worthy
Tips and best practices for using Worthy to amplify your tax planning efforts.
How to find big wins in draft tax returns
A financial advisor's guide to reviewing clients' draft tax returns before filing — catch errors, spot planning opportunities, and strengthen CPA relationships.