Retirement Tax Services Podcast Breaking Planning Silos with Emily Millsap
Sep 23, 2024
Emily Millsap, a professional from Avantax Wealth Management, discusses the critical integration of tax strategies in financial planning. She highlights the importance of collaboration between financial planners and tax professionals to enhance client outcomes. Emily shares effective communication techniques and tailored approaches that align financial goals with personal values. She also emphasizes the necessity of ongoing education and teamwork for improving client service and navigating complex tax issues with confidence.
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