Micah Shilanski
Co-host of The Perfect RIA podcast and CFP® who focuses on helping advisors optimize advisor-client interactions, time management, and practice profitability; regularly shares practical, implementable strategies for RIAs.
Best podcasts with Micah Shilanski
Ranked by the Snipd community
May 6, 2024 • 29min
Tax planning and surge meetings with Micah Shilanski
Experienced Certified Financial Planner Micah Shilanski and Steven Jarvis discuss tax planning strategies, Roth conversions, client communication during surge periods, and continuous monitoring of tax planning actions. They emphasize the importance of instilling confidence in clients and effective communication between advisors and tax preparers. The podcast also covers navigating uncertain tax times, strategies for enhancing professional skills, and upcoming summits for professionals.
