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Intentional tax planning that changes client outcomes with Matthew Doran
Matthew Doran joins Steven Jarvis, CPA, to discuss why great tax planning isn't about memorizing rules - it's about helping clients make intentional decisions that improve long-term outcomes. From the QBI deduction to inherited IRAs and the widow's penalty, Matthew shares practical examples of how advisors can create value by proactively reviewing tax returns, managing taxable income, and collaborating closely with CPAs.
https://zurl.co/OJ2DV
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By Steven Jarvis
4.8
122122 ratings
Matthew Doran joins Steven Jarvis, CPA, to discuss why great tax planning isn't about memorizing rules - it's about helping clients make intentional decisions that improve long-term outcomes. From the QBI deduction to inherited IRAs and the widow's penalty, Matthew shares practical examples of how advisors can create value by proactively reviewing tax returns, managing taxable income, and collaborating closely with CPAs.
https://zurl.co/OJ2DV
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