THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
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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It's all about creating better client outomces.
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"I always start with why"
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There are things you only learn from actually going through the process
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Clean books and clear value—why your financials matter in any M&A deal.
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