Returning guest Thomas Kopelman of allstreet Wealth is back on the show to talk about the evolution of tax planning in his practice and share specific ways he is helping business owners save thousands. Steven and Thomas talk about the complexities that can come with great tax planning and Thomas shares how he has been able to refine his skill set and deliver massive value to his clients by picking one area at a time to focus on. Listen to the end to hear about some exciting new things Thomas is involved in that includes one of our great sponsors for the upcoming RTS Tax Planning Summit.

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