THIS WEEK’S PODCAST
"RMD is only the MINIMUM you have to take; that doesn't make it the right amount." Listen
We've thought about getting rid of tax prep.
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Unlocking the Value of Tax Planning for Advisors
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It's all about what they can put away.
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There isn't anything you don't know once you have a tax return.
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Tax planning is about the long-term
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At THAT time, it was appropriate
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The hype won't necessarily translate to the tax return.
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Tax and estate planning are ripe for missing nuance.
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"You're still going to do my taxes...right?"
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