The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
“Well, the software let me do it.” This sounds more like something you’d hear from siblings fighting than from a professional. Unfortunately, taxpayers, tax preparers, and financial advisors all have […]
A write-off is an incredibly misleading nickname for an expense that can help lower your taxable income. It is not a magic trick that suddenly makes something free.
How to create a proactive, effective, and cooperative tax plan.
