THIS WEEK’S PODCASTWhat it really takes for RIAs to move from interest in alts to real-world implementation without running into compliance issues. Listen
Just giving your employees more money doesn’t necessarily solve their problems.
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You are definitely the least boring CPA.
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"Taxes HAVE to be part of the discussion"
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Tax planning has to be specific to the client situation, generic advice doesn't work.
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Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.
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Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.
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You have to be able to help clients turn down the emotional volume.
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Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.
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"There is so much power in learning from other people who are actively 'doing'"
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Buying a tax practice is not an overnight success.
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