THIS WEEK’S PODCASTWhat it really takes for RIAs to move from interest in alts to real-world implementation without running into compliance issues. Listen
Several things you can do to be prepared for the end of the year and tax filing season, including some missteps to avoid along the way.
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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.
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Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.
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What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.
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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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