Retirement Tax Services Podcast
Business:Investing
What "tax planning" actually looks like in an FA office, Ep. 124
In this episode returning guest Micah Shilanski shares the steps he has taken to build a tax process that his whole team can help with. Listen in as Steven and Micah discuss how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality. As a bonus, Micah and Steven share details about the RTS Tax Planning Summit later this year.
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