Writing the Book on Solo 401(k)s with Sean Mullaney
The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.
Going From the Client Seat to the Advisor Seat With Jacob Turner
The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.
Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber
Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.
But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski
Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.
Tax Planning for Non-Retirees with Chad Chubb
Insight into serving clients in unique and highly effective ways.