Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.
Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.
Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
...Can Help You Transform
The Tax Return Review Process
From a Wild Goose Chase
to a Value Add Experience
$37 One-Time Payment
