Retirement Tax Services Podcast
Tax planning and surge meetings with Micah Shilanski
May 6, 2024
Experienced Certified Financial Planner Micah Shilanski and Steven Jarvis discuss tax planning strategies, Roth conversions, client communication during surge periods, and continuous monitoring of tax planning actions. They emphasize the importance of instilling confidence in clients and effective communication between advisors and tax preparers. The podcast also covers navigating uncertain tax times, strategies for enhancing professional skills, and upcoming summits for professionals.
28:45
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Quick takeaways
- Surge meetings are crucial for delivering value to clients with intentional discussions and extensive preparation.
- Ongoing tax planning involves planting seeds about tax considerations, optimizing tax outcomes, and managing emotional responses.
Deep dives
The Importance of Surge Meetings and Value Season
During surge meetings, financial professionals focus on delivering mass amounts of value to clients. These meetings, lasting an hour per client, are packed with intentionality and value-driven discussions. The client may not see all the behind-the-scenes work in preparing for these meetings, emphasizing the importance of having a well-defined process for success and consistently delivering value throughout the client interaction.
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