5 Key Tax Strategies for Extended Filers and Affluent Clients

For affluent clients and business owners who filed a tax extension, the window between now and October offers more than just extra time — it opens the door to powerful planning opportunities.
 

This guide outlines five strategic moves that can help reduce tax exposure, enhance long-term financial outcomes, and position you as the go-to advisor for forward-thinking solutions.
 

If you're working with clients who filed late, now’s your chance to bring real value to the table.