Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
Tax Planning
It depends on this level of effort or scope of the engagement. If we're meeting with a business owner who's interested in kind of this tax planting component, there's going to be a set retainer similar to an a u m fe. We have people that are higher touch, similarly to financial planning, or are high au m investment clients that are on a tax planning subscription service. And then it's hourly adhock work. But again, i'm realizing more and more, just doing it to make, you know, a decent hourly rate if it's not resulting in business in other capacities.
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