Retirement Tax Services Podcast cover image

Breaking Planning Silos with Emily Millsap

Retirement Tax Services Podcast

CHAPTER

Breaking Down Financial Planning Silos

This chapter emphasizes the need for a holistic approach in financial planning, integrating tax, investment, and insurance discussions through collaboration among CPAs, advisors, and clients. It discusses strategies for effective client communication, the implications of evolving tax laws, and the importance of visual modeling to enhance understanding and trust.

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