Preview Mode Links will not work in preview mode

Retirement Tax Services Podcast


Dec 26, 2022

If you think about taxes as a season rather than something that is ongoing in your practice as a financial advisor, then you are doing a disservice to your clients. Taxes impact our lives all year long, and preparation is something that should be included in your clients' financial plans. In this episode, Micah Shilanski, CFP, will join the show to share his advice for ensuring your clients are always prepared for their tax bills, regardless of their business type or income level.