Throwback: Tax planning and surge meetings with Micah Shilanski

This week, it’s time for a throwback to one of the most famous episodes of this year. Fresh off of the spring surge and the tax filing deadline, Steven Jarvis, CPA, is joined once again by Micah Shilanski, CPF®, to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices for communicating the complexities of tax planning in a way that clients will remember and take action on. They, of course, nerd out on all things Roth and share opportunities for advisors to get more involved, so be sure to listen through to the end.

https://zurl.co/Xtxo