Tax thoughts for buying a practice with Jonathan Bird

In today's episode the focus is on tax implications for financial advisors themselves! Steven is joined by Jonathan Bird, CFP, who opens the books and transparently shares his experience with buying a book of business as well as using paid lead services. Jonathan shares real numbers from his experience and talks through some of the tax considerations on each that he learned along the way. Jonathan also shares how using systems has made a huge difference on his success in many areas of his business.

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