Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall
But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS
We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year.
If you’re anything like me, the end of the year was all about the clients. Scrambling to get their Roth conversions done, tax harvesting, QCDs, and all the things. My own taxes were in the back of my mind, but everyone else came first. I did an episode a few months…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.