THIS WEEK’S PODCAST
It's all about what they can put away. Listen
Tax planning only counts if it gets reported correctly
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Tax planning is like a game of telephone with your client stuck in the middle.
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I don't know how you can do financial planning without touching taxes
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It's very difficult to sell a business that isn't growing
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Let's all talk so we make sure everything is taken care of
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Same question, different professional, different answer
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IRS agents are people too
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Education is great, but hands-on experience is always powerful!
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Client Selection Might Be The Best Protection
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Start With Client Question: “What do you offer in terms of tax planning?”
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