S1E6 - Tax Prep vs. Tax Planning: The Six-Figure Difference Most Advisors Skip

The Executive Financial Planning Podcast · Aug 7, 2026 · 10m

Your CPA isn't failing you by filing an accurate return; that's their job. But if no one on your team is interrogating that return for what it doesn't say, you have a gap...and it has a price tag. In this episode, Matt Daugherty breaks down the costly gap between tax preparation and tax planning and why we consistently find mistakes on 20-30% of the client returns we review. This is Episode 6 of our series: 10 Ways Your Advisor Is Losing You Thousands.