Nov 28, 2022
Proper tax preparation can transform your clients' finances. As taxes impact nearly every aspect of their lives (and yours), being aware of that presence as a financial advisor can save your clients thousands of dollars every year on retirement withdrawals, keeping investments efficient, and more. So how do you decide...
Nov 21, 2022
How do we work with business owners to make sure that we’re doing very effective tax planning? The first step is a professional and collaborative effort between advisors and CPAs. So, in this episode, Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax...
Nov 14, 2022
As a business owner, being proactive with your tax planning can help to maximize returns and minimize liabilities. Unfortunately, many business owners don’t take this into consideration when building and growing their companies. So, in this episode, Jamie Shilanski, CFP, will be joining the show to share what you need...
Nov 7, 2022
Communicating with the Internal Revenue Service (IRS) is not something your clients should ever feel they need to do. IRS agents are prepared to perform their job duties and ask questions that, if answered flippantly by your clients, could lead to incriminating evidence. Because of this, it is essential that tax...