Dec 15, 2021
Financial planning and tax preparation are ultimately two separate services that some planners decide to include in their offering while others outsource it or work with the clients’ tax preparers. There are pros and cons to both. In this episode, Forrest and Daniel share ways to think about it and how it might apply to your firm and career journey. The bottom line though is that tax planning is incredibly valuable and important regardless of the tax prep decision.
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