Strategic Tax Planning Essentials

In this special episode, listen in as Steven is a guest on a client webinar for Financial Advisor and RTS Member Joshua Horton. Steven loves opportunities to educate taxpayers on tax planning, especially when he gets to share the great things advisors are doing with the rest of his audience. Steven and Josh go through common tax questions, Steven's tax crystal ball, how to navigate CPA/CFP dynamics, and more. If you communicate with your clients on taxes (and we know you do), this episode is a great opportunity to hear firsthand how another advisor is approaching it with his clients.

https://zurl.co/VkXG