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Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

Topics:
Tax Strategies,
Podcasts

Does Everyone Do Tax Planning Already? With Steve Atkinson

Consciously impacting tax planning.

Topics:
advisors, CPA, financial advisors, financial planning, Steven Adkinson, tax planning, tax prep, taxes,
Podcasts

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.

Topics:
advisors, attorney, client communication, financial advisors, legal, tax advice, tax planning, tax prep,
Podcasts

Both Sides of Having an In-house CPA with Michael Henley and Chris Smith

Choosing the right partnership and how the client wins.

Topics:
business model, Chris Smith, collaboration, delivering value, in-house CPA, Michael Henley, planning software, tax software,
Podcasts

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.

Topics:
advisors, attorney, client communication, financial advisors, legal, tax advice, tax planning, tax prep,
Podcasts

COVID-19 Tax Credits That Are Still Available with Benjamin Dorsey

How to approach the Employee Retention Credit.

Topics:
advisors, Benjamin Dorsey, CPA, elligibility, financial advisors, forms, pandemic recovery, tax advice, tax credit, tax planning, tax prep,