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

Financial Advisor Success

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Delegating Your Taxes

If you're delegate enough to delegate, like portfolios and wealth mansion in just the cost that doesn'ttail. Anybody who proclaims to be an expert in tax in my opinion is very likely full of it. It marries up so well because it's an introduction to the type of folks that you want to work with on the other side of your business. You can demonstrate value. Nobody's ever upset when you say, hey, did you know about x, y z?

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