When discussing business structures, do your clients focus on tax impacts first, or are you helping them consider what they’re solving for? Micah is joined on this What Works Wednesday by Steven Jarvis from Retirement Tax Services to talk about planning with small businesses. They’ll discuss some of the myths surrounding LLCs and why you need to be able to explain to your clients how an LLC works.
Micah and Steven will discuss why you want to be involved before your client makes a decision on their business structure and ways that you can help your clients visually understand their business structure decision.
Tax planning mistakes and team communication.
See MoreThe need for consistent and respectful follow-up
See MoreWhy intentional tax planning is necessary.
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