The Perfect RIA Tax Planning at Scale [Episode 339]
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Dec 15, 2025 Tax planning can be complex, especially at scale. The hosts share insightful strategies for efficient team dynamics and the critical review of tax returns. They emphasize the importance of hands-on processes, like checklists, to enhance productivity and avoid burnout. Furthermore, they discuss the necessity of understanding client goals and using tax returns as tools for broader financial planning. Ultimately, every tax return is a treasure trove of opportunities waiting to be explored.
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Team-First Tax Review
- Use a team-first tax review process with a checklist to scale review volume.
- Escalate flagged items to the lead with supplemental info so the lead can answer quickly.
Define What Junior Staff Can Check
- Train any team member to verify CRM facts, filing status, and basic 1099/1098 lines.
- Reserve advanced items (depreciation, rental calc) for experienced reviewers.
Batch Reviews To Stay In Tax Mode
- Batch tax reviews so your brain stays in tax-mode and you avoid relearning each return.
- Expect ~10 minutes of review once you're up to speed; use batching to be efficient.