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?”
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It's not just about delegating the things you don't want to do.
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There's always more than just the technical details.
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The core principles of tax planning are the same regardless of the topic
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The core principles of tax planning are the same regardless of the topic
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The best place to start is by reviewing your own policy!
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It's not going to be a chaotic relationship for long.
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Many taxpayers with a financial advisor AREN'T getting help with taxes.
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Nothing beats practice.
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