THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.
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Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
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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.
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More important than any designation is what you are actually doing to deliver value to clients
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Tax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.
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For most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.
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Don’t fall into the gap between theory and execution
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Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
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How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
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How to deliver value when having tax conversations with clients.
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