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.
30:39
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Quick takeaways
- Chad Huebsch declined financial advisor partnerships to maintain clarity on his target clientele and the operational integrity of his tax firm.
- The podcast emphasizes year-round tax planning as essential for business owners, fostering continuous communication to optimize financial decision-making and tax efficiency.
Deep dives
Collaboration Between Tax Professionals and Financial Advisors
Collaboration between tax professionals and financial advisors is crucial for enhancing client services. Tax professionals often receive proposals from financial advisors to partner in-house, but many may decline due to the risks and responsibilities involved, such as being liable for tax returns. While financial advisors may see potential synergies, it's essential to recognize that each professional operates under different service models, which can complicate stakeholder relations. Understanding these dynamics can help advisors select tax partners who align with their specific client needs.
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