THIS WEEK’S PODCAST
There isn't anything you don't know once you have a tax return. Listen
What to do if your client receives a letter from the IRS.
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Consciously impacting tax planning.
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The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.
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Choosing the right partnership and how the client wins.
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The 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.
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How to approach the Employee Retention Credit.
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Dean 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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Dynamic income and tax planning for retirement.
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Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.
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Learn about the tax law changes and how they may affect you.
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