Retirement Tax Services Podcast Why I said NO to financial advisors! with Chad Huebsch
Mar 3, 2025
Chad Huebsch, an enrolled agent and tax professional, shares his unique journey of rejecting financial advisor partnerships. He emphasizes the importance of maintaining independence while serving business owners. Chad discusses the complexities of tax planning versus financial planning and how critical it is to align expertise with client needs. He also offers valuable insights into proactive strategies every business owner should consider, including the merits of S-corporations and effective retirement plans. It's a revealing look at the tax landscape through the eyes of a seasoned expert.
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