Talking Taxes with Clients with Joshua Horton
Retirement Tax Services Podcast
Strategic Tax Planning Essentials
This chapter emphasizes the significance of having multiple buckets for tax planning and the collaboration between tax professionals and financial advisors. It discusses proactive strategies for optimizing tax outcomes and the importance of effective communication in managing future tax implications.
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.
