tax planning - Retirement Tax Services

Going From the Client Seat to the Advisor Seat With Jacob Turner

The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.

COVID-19 Tax Credits That Are Still Available with Benjamin Dorsey

How to approach the Employee Retention Credit.

Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber

Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.

Taxes and Software with Justin Fitzpatrick

Dynamic income and tax planning for retirement.

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

Tax Laws Changed, Or Did They? with Jeffrey Levine

Learn about the tax law changes and how they may affect you.

Tax Planning for Non-Retirees with Chad Chubb

Insight into serving clients in unique and highly effective ways.