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Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.
You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
Do you want to be a hero to your clients? If you answered yes to that question, then ask to see their tax returns. One of the biggest expenses in retirement is taxes—and paying more than your fair share does not make you more patriotic. So today Matt and Micah are delving into taxes and breaking down how you can use tax returns to deliver massive value to your clients.
You can find show notes and more information by clicking here: https://bit.ly/2Y6hgrj

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