This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simply sharing a company name. Steven and Gary provide examples of what does and doesn't work in the real world and provide action items that any advisor can take to level up on tax planning. https://zurl.co/Q6fJ
Retirement Tax Services Podcast