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?”
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clientsRead More
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]Read More
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