TaxStatus President Kevin Knull, CFP® wrote this bylined article in Advisor Perspectives by VettaFi, where he provides a worst-case scenario in which an advisory firm’s high-income venture capital client had their substantial tax refund stolen by fraudsters. Kevin provides proactive strategies and solutions on how financial advisors can help protect their clients from tax fraud and tax-related identity theft.
Click here to read the article in Advisor Perspectives
