THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
Listen
You have to be able to help clients turn down the emotional volume.
Listen
Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
Listen
"There is so much power in learning from other people who are actively 'doing'"
Listen
Buying a tax practice is not an overnight success.
Listen
Can you really be 'comprehensive' if you're still looking for new value to add?
Listen
You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
Listen
"Action is more important than getting things 'just right'’
Listen
Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.
Listen
There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.
Listen
