Tax Planning and Business Owners
How to communicate effectively so that your clients can make informed decisions.
Tax Mistakes and Resources to Fix Them
How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.
Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Topics:
Advisor Tax Mistake #5 – Your Tax Planning is Making Your Client’s Life Harder
This article is the 3rd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Topics:
Tax Mistakes
How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).
Getting to ‘Why’ and Asking Great Questions
The value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.
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