THIS WEEK’S PODCAST
People think they know their numbers, the reality is they're usually wrong Listen
What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.
Listen
What to do if your client receives a letter from the IRS.
Listen
Consciously impacting tax planning.
Listen
The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.
Listen
Choosing the right partnership and how the client wins.
Listen
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.
Listen
How to approach the Employee Retention Credit.
Listen
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.
Listen
Dynamic income and tax planning for retirement.
Listen
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.
Listen
