Prepping Tax Returns as a Financial Advisors with Knight Coleman
Retirement Tax Services Podcast
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Strategic Tax Planning for Financial Advisors
This chapter explores the significance of a long-term approach to tax planning in financial advisory practices. The speakers discuss the collaboration between financial advisors and CPAs to enhance tax strategies for clients and the importance of timely communication to avoid delays. An example highlights how proactive planning and strong client relationships can lead to improved financial outcomes.
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