Retirement Tax Services Podcast Taxes: You're standing in your own way! with Mando Sallavanti
May 12, 2025
Mando Sallavanti, a savvy Financial Advisor with MassMutual, dives into the world of taxes and client relationships. He shares how mastering tax strategies helped him reduce client liabilities and the value of finding a quality CPA—even if it means paying more. Mando’s success also lies in his engaging LinkedIn content, which drives nearly 75% of his new clients. Explore his insights on the importance of collaboration in tax advisory and the necessity of sharing personal experiences for enhancing client trust and service.
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Taxes as Biggest Expense Leverage
- Taxes are often the largest lifetime expense for clients, making tax planning a critical value lever.
- Minimizing the total tax bill, both current and future, is key to effective financial planning.
Upgrading to a Top CPA
- Mando switched from a family friend CPA to a top-tier CPA found via LinkedIn, willing to pay triple for better service.
- The new CPA brought immense value through improved communication and specialized tax knowledge.
Leverage Compliance Team Positively
- Build positive, proactive relationships with your firm's compliance team to find ways to work within rules.
- Regularly consult compliance early to know what is allowed and how to stay compliant in tax discussions.