Joshua Horton

In this discussion, Joshua Horton, a financial advisor and RTS member known for educating clients on tax topics, dives into essential tax strategies for retirement. He and Steven tackle common tax questions and offer insights on the complexities of the IRS tax code. They also explore how to navigate the dynamics between CPAs and CFPs for tailored tax outcomes. Additionally, they discuss upcoming changes to the tax code and the importance of proactive tax planning, all while emphasizing the need for clear communication with clients.