TJ Bruce

TJ Bruce, a financial advisor with Swan Wealth, accidentally ventured into tax preparation after acquiring a book of business. He shares his journey learning tax preparation and the unexpected value it brings to clients, leading him to pursue his EA designation. The conversation dives into the complexities of integrating tax services into financial planning, the emotional aspects clients face, and the benefits of specialization in serving retirees. TJ emphasizes the importance of firsthand experience and collaboration to enhance tax strategy and client relationships.