The Influential Advisor

053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden


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In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning.

This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution.

Ben's Journey: From Tax Crisis to Tax Expert

Career Evolution: Originally focusing on tax resolution, Ben expanded into tax planning as a response to the slowdown of IRS operations during COVID-19. This expansion was driven by his desire to continuously support clients in managing their tax obligations efficiently.

Specialization in Tax Resolution: Ben discusses the pivotal experiences that shaped his career, including his own daunting encounter with the IRS. These experiences underscore his commitment to advocating for clients, often navigating complex, stressful situations to secure favorable outcomes.

Golden Tax Relief: Empowering Taxpayers

Client Advocacy Explained: Ben details his role in helping clients handle the IRS, providing insights into the emotional and financial toll these challenges can take and how he assists in transforming these situations.

Challenging the IRS: A standout moment is Ben’s recount of his personal battle with the IRS, illustrating his deep understanding of IRS procedures and his strategic acumen in defending his rights and those of his clients.

Elite Resource Team and Collaborative Tax Planning

Integrating Expertise: We discuss how Ben’s work aligns with the collaborative models within the Elite Resource Team, highlighting the synergy between advisors and CPAs in crafting proactive tax strategies.

Future of Tax Practice: The conversation also explores the impact of technological advancements like AI in tax practice, and Ben's proactive approach to integrating these tools to enhance service delivery.

Key Takeaways and Future Directions

The Importance of Proactive Planning: Ben emphasizes the necessity of proactive strategies in tax planning, advocating for early and informed action to prevent future tax crises.

Looking Ahead: As the landscape of tax services continues to evolve with technological advancements, Ben predicts increasing reliance on sophisticated tools and strategies to enhance the effectiveness of tax resolution and planning.

About our Guest:
Ben Golden,
is founder and CEO at Golden Tax Relief.

You can learn more about his work at:
Website: https://www.goldentaxrelief.com/about

About Your Host:  Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

Claim your free audiobook copy at: www.theshortbookformula.com

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The Influential AdvisorBy Paul G. McManus

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