Follow Up Friday – Tax Planning In 2023
What end of the spectrum are you planning to be on in terms of adding value through tax planning with your clients? How do you start creating and implementing processes so you’re not constantly reinventing the wheel? How many times are you interrupted by notifications and messages? Listen in as we cover this week’s highlights and action items.
Listen to this week’s episodes:
Tax Planning In 2023 [Episode 186]
What Works Wednesday – Creating Systems and Processes With Cameo Roberson
Recommended Podcast
The ‘Bus Ready’ Advisor: Building Firms That Outlast You With Guest Jenny Martella [Episode 300]
The Humble Advisor: Learning from Others
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Financial Undressing: What Your Practice Valuation is Really Wearing
Understanding your practice’s value.
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Exit Strategy Excellence: Building a Practice Worth Buying With Guest Ted Jenkin
Common Mistakes in Practice Valuation
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