Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
Tax Planning - What Comes Next?
New clients are asked how settled o you feel with your tax professional. If they answer yes, then it's usually ok, well, let's talk through what that tax engagement looks like. The prospect actually starts tagging which ones they want to pursue furthernoi put my t nagur on the pay roll like that. That sounds neet. I want to look that further. So so what comes what comes next? Now, in the in the process starts to become a parallel process.
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