THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.
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Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.
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Where ever you currently are with tax planning, keep iterating.
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How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.
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How to help your clients take action on their taxes.
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The common myths tax players believe that may end up costing them money.
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Several highlights of the new law and explanations of what this means for you and your clients.
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How the insurance industry is changing, how insurance overlaps with taxes and why your practice should always have your client’s interest first.
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Ross Riskin shares his knowledge on visualizing tax planning, specifically why visuals are so much more impactful than just text alone.
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Advice for ensuring your clients are always prepared for their tax bills, regardless of their business type or income level.
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