THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors 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.
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Death and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
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Tax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
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This episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.
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Tax value can come from helping clients pay less in taxes, but there is another side to the conversation.
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Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
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Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.
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Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.
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Where ever you currently are with tax planning, keep iterating.
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How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.
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