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Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.
ListenJamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.
ListenWhat to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.
ListenWhat to do if your client receives a letter from the IRS.
ListenConsciously impacting tax planning.
ListenThe importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.
ListenChoosing the right partnership and how the client wins.
ListenThe importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.
ListenHow to approach the Employee Retention Credit.
ListenDean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.
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