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Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder
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This article is the third in a series of the seven most common mistakes financial advisors make on tax planning with clients.
Growing up camping, my Boy Scout leaders would often ask the quasi-philosophical question, “If a tree falls in the forest, but nobody is there to hear it, does it still make a sound?” The corollary for tax planning is, “If you save your client a gazillion dollars in taxes, but it was a giant headache and they were frustrated every step of the way, will they still refer you to their friends?”
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Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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