The Perfect RIA Tax Planning In 2023 [Episode 186]
Willpower is not enough! If you're familiar with this statement, then what is your plan to make 2023 your best year ever? On today's episode, Matt and Micah take a look at how you can kick off the year by adding value to your clients through tax planning. There are numerous tax planning opportunities, and while you don't need to take on everything the first time, tax planning is becoming more predominant in the industry, and you don't want to get left behind.
Listen in as Matt and Micah discuss the spectrum of working with your clients on tax planning and why you need to decide where you want to be. They'll also share the conversations they'll be having throughout the year with their clients, as well as why they feel that tax planning starts with you as the advisor.