Bringing massive value through tax planning.
Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.
From tax accounting to tax prep collaboration with financial advisors.
What you need to know to deliver value around Social Security.
What it looks like to achieve balance—and how to do it!
How to live a balanced life, work fewer hours, and still take home the same amount of pay.
