

Creating Value Adds from the Tax Return
May 2, 2024
Jamie, an expert in navigating tax season complexities, discusses creating value adds for clients. Topics include strategic client meetings, secure data handling, collaboration with CPAs, differentiation between advice and planning, implementing value-added services like a 1099 checklist, setting deadlines, and crafting net worth reports.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Preparing Clients for Tax Season and Ensuring Secure Data Handling
02:54 • 4min
Navigating Tax Challenges as a Financial Advisor
06:32 • 5min
Streamlining Tax Information Retrieval Process
11:42 • 16min
Strategic Client Information Utilization and Value Add Planning
27:30 • 3min