Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
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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