Retirement Tax Services Podcast
Business:Investing
But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103
Financial advisors are generally not qualified to give tax or legal advice when helping out clients. However, these are both important steps in the financial planning process. So, what advice can advisors give without crossing any lines—while still providing the most value to their clients? Micah Shilanski, CFP, and attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to talk about with your clients as an advisor.
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