Tax Preparer and CFP with Jason Speciner, Ep. 114

31:04
 
Paylaş
 

Manage episode 348212987 series 2940942
Prajin and Steven Jarvis tarafından hazırlanmış olup, Player FM ve topluluğumuz tarafından keşfedilmiştir. Telif hakkı Player FM'e değil, yayıncıya ait olup; yayın direkt olarak onların sunucularından gelmektedir. Abone Ol'a basarak Player FM'den takip edebilir ya da URL'yi diğer podcast uygulamalarına kopyalarak devam edebilirsiniz.

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.

124 bölüm