It's all about what they can put away. Listen
It's all about what they can put away.
ListenThere isn't anything you don't know once you have a tax return.
ListenTax planning is about the long-term
ListenAt 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"
Listen