There isn't anything you don't know once you have a tax return. Listen
With all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.
ListenMore important than any designation is what you are actually doing to deliver value to clients
ListenTax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.
ListenFor most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.
ListenDon’t fall into the gap between theory and execution
ListenReal-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
ListenHow to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
ListenHow to deliver value when having tax conversations with clients.
ListenSteven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
ListenDeath and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
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