How tax planning may help you build wealth
James Silbernagel, CFP?, CEPS, LACP, LUTCF
Educating, inspiring & motivating insurance & financial professionals to be the best they can be for their communities.
Many approach tax season with the mindset of, “Here’s my paperwork, let me know how much I’ll get back,” then wait until the next year to do it all over again. As their Financial Professional, you know that what they’re paying in taxes year after year may be their biggest expense. Open their eyes to the importance of tax planning with this episode! Former IRS Attorney and CPA Sandy Botkin paints a picture of what strategizing taxes with you can do for them!
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