Financial Advisor Success cover image

Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Financial Advisor Success

CHAPTER

Tax Practice - I'm Interested in Tacks.

Being creative is not usually as well rewarded in a very large firm environment like that. Riht welk is, again, when you like doing things like hay,. i made a tax practice on the side, and i wrote a book because it seemed interesting. I liked tax planning. Because of that, i startedto learn more, get licensed, do these strategies. It's resulting and positive. So that was, let's explore taks. Ok. There's something here. Let's start to try and exploit this opportunity that doesn't exist at a wire house. And th that's exactly the why.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner