THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
More important than any designation is what you are actually doing to deliver value to clients
Listen
Tax information is abundant, but not necessarily helpful. Great Advisors need to make sure they are focusing on education in their client process.
Listen
For most people $1 of tax savings is better than $10 of investment return, it's about the emotions behind it.
Listen
Don’t fall into the gap between theory and execution
Listen
Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
Listen
How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
Listen
How to deliver value when having tax conversations with clients.
Listen
Steven'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.
Listen
Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
Listen
Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
Listen
