THIS WEEK’S PODCASTIndustry valuations are peaking - act now. 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.
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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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Can you really be 'comprehensive' if you're still looking for new value to add?
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You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.
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"Action is more important than getting things 'just right'’
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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.
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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.
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Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
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Every state does it different, there are no rules of thumb.
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