Taxes and Retirement Plans
Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.
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Tax Planning Beyond Roth Conversions
John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.
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Getting Clear on Your Tax Process, Then Adding Software
Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.
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Tax Planning for Small Businesses and Equity Compensation
The impact proper tax planning can have on your business as a financial planner, as well as how you can communicate this to your clients and set them up for success.
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Tax “Jobs” and Using Software
Reese joins the show to discuss the importance of actionable tax advice for clients and how his platform is hoping to achieve this.
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Fully Committing To Tax Planning
How to create a proactive, effective, and cooperative tax plan.
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