At THAT time, it was appropriate Listen
At THAT time, it was appropriate
ListenThe hype won't necessarily translate to the tax return.
ListenTax and estate planning are ripe for missing nuance.
Listen"You're still going to do my taxes...right?"
ListenIt's all about creating better client outomces.
Listen"I always start with why"
ListenThere are things you only learn from actually going through the process
ListenClean books and clear value—why your financials matter in any M&A deal.
ListenThe great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients
Listen