Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
Some financial advisors may be tempted to wash their hands of taxes and leave them to the accountants. But that approach doesn’t ensure the best outcome for their clients. Great financial advisors know that, while the calendar has turned over on 2022, there is still work to be done before it is left behind. And that work is around taxes.
Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.
Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.
Where ever you currently are with tax planning, keep iterating.
How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.
...Can Help You Transform
The Tax Return Review Process
From a Wild Goose Chase
to a Value Add Experience
$37 One-Time Payment
