Tax Preparer and CFP with Jason Speciner, Ep. 114

Retirement Tax Services Podcast

Вміст надано Prajin and Steven Jarvis. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Prajin and Steven Jarvis або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

1+ y ago 31:04

MP3•Головна епізоду

Proper tax preparation can transform your clients' finances. As taxes impact nearly every aspect of their lives (and yours), being aware of that presence as a financial advisor can save your clients thousands of dollars every year on retirement withdrawals, keeping investments efficient, and more. So how do you decide when you should bring tax preparation in-house as a financial advisor? Jason Speciner, Director of Investment and Tax Planning and Founder at Financial Planning Fort Collins, will be joining the show to discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.

114 епізодів

#Trading #Business #Prajin #Steven Jarvis #Tax Planning