THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
Start With Client Question: “What do you offer in terms of tax planning?”
ListenIt's not just about delegating the things you don't want to do.
ListenThere's always more than just the technical details.
ListenThe core principles of tax planning are the same regardless of the topic
ListenThe core principles of tax planning are the same regardless of the topic
ListenThe best place to start is by reviewing your own policy!
ListenIt's not going to be a chaotic relationship for long.
ListenMany taxpayers with a financial advisor AREN'T getting help with taxes.
ListenNothing beats practice.
Listen