Let's Talk About Taxes! [Episode 23]
Key Links
Micah's appearance on Michael Kitces' podcast: Adapting the 4-hour work week
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Matthew and Micah are of the opinion that an expertise in tax planning (not preparation as is accentuated in the episode) is an essential base of knowledge to cultivate for all financial advisers.
As they both elaborate, it would be a case of gross negligence to neglect discussions of taxes with clients. In fact, Micah says that taxes are the biggest expense for any client. So you should invest considerable effort in tax planning.
This begs the question of tax expertise in your own firm. Are you…
The skinny
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