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Advisors’ Most Asked Questions on Working With Tax Professionals

Bringing on another professional to assist in planning can be daunting, but it can add value for clients.

Topics:
Tax Strategies,
Podcasts

Communicating with the IRS with Micah Shilanski, CFP

What to do if your client receives a letter from the IRS.

Topics:
advisors, CPA, financial advisors, financial planning, micah shilanski, tax planning, tax prep, taxes,
Posts

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,