Steven is constantly approached by Advisors who all have the same game changing idea: "I should buy a tax practice to generate leads". While this sounds great on paper it is not so simple in reality. In this week's episode Steven is joined by Financial Advisor (and panelist at the 2023 RTS Tax Planning Summit), Michael Cummings to talk about the realities of buying and owning a tax practice in addition to being a financial advisor. Mike candidly shares his experience, the challenges and successes he has seen along the way.
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Retirement Tax Services Podcast