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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Navigating Tax Discussions in Busy Surge Meetings
01:40 • 2min
Continuous Monitoring and Incremental Approach to Tax Planning Strategies
04:00 • 15min
Navigating Roth Conversions in Uncertain Tax Times
18:43 • 5min
Strategies for Communicating with Clients and Enhancing Professional Skills
24:05 • 4min