How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).
The value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.
Natalie joins the show to discuss how she helps her clients to get clear on what that ‘net’ dream really looks like.
Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.
John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.
Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
