Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
How to create a proactive, effective, and cooperative tax plan.
The overlap in Social Security and taxes.
Summary: Many financial professionals focus heavily on what to do without giving much thought as to how to execute the plan. However, the “how” is far more important than one […]
