Retirement Tax Services Podcast Prepping Tax Returns as a Financial Advisors with Knight Coleman
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Aug 11, 2025 Knight Coleman, a financial advisor with expertise in tax preparation and financial planning, joins the discussion to share the immense value of integrating these services. He emphasizes the benefits of proactive strategies like Roth conversions and effective collaboration with CPAs to enhance client outcomes. Knight also highlights how virtual assistants can boost productivity and the importance of diligent record-keeping. His insights paint a picture of how a holistic approach can create a seamless experience for clients.
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Founder With Tax Background Shaped Firm
- Knight says a founding tax attorney built tax planning into the firm's DNA.
- Clients get seamless tax and planning services handled under one roof.
Tax Prep Naturally Leads To Tax Planning
- Knight explains that doing tax prep reveals planning opportunities.
- Preparing returns makes pro formas and timing adjustments far easier for proactive planning.
Roth Conversion Decisions Depend On Many Variables
- Knight warns Roth conversions aren't just 'tax rate' math.
- He urges assessing heirs, spouse, charity, fee structures, and how conversion taxes are paid.