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Tax Slip Error has significant fallout for client
Proactive collaboration critical for resolution and client well-being Published by Investment Executive September 1, 2022 Few clients verify the accuracy of tax information slips issued by their advisors’ firms. Some may review the slips for reasonableness and perform a cursory reconciliation, but most just accept that the slips are accurate. If the slip is inaccurate, various parties, including the advisor and firm (as well as the client, Canada Revenue Agency and tax return
MICHAEL KULBAK
Aug 31, 20224 min read
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