Exactly who Retirement Tax Services is, how it began as a company, and how it continues to bridge the gap between tax professionals, financial advisors, and their mutual clients.
Several things you can do to be prepared for the end of the year and tax filing season, including some missteps to avoid along the way.
Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.
Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.
The default approach to tax preparation does little to ensure tax planning, and with it tax savings, are actually happening. This creates a huge opportunity for financial advisors who are willing to be proactive.
What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.
