THIS WEEK’S PODCASTWhat it really takes for RIAs to move from interest in alts to real-world implementation without running into compliance issues. Listen
I don't have a moment of fear or panic when I hear from the IRS because of my approach to taxes using the straight-face test."
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I have a crystal ball, it's just broken
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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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