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Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber, Ep. 105
Manage episode 342237731 series 2940942
Tax laws are changing frequently, which means a client's financial plan is going to need the ability to pivot throughout their working years and their retirement. This is why comprehensive financial planning should always include a tax planning professional. In fact, to give financial advice without looking at your client's tax returns can be incredibly irresponsible, and even lead to miscalculations or increased uncertainty. Dean Barber, CEO of Barber Financial Group, joins the show to share his experience with including tax planning in his firm and why he believes it is essential for every advisor to consider doing the same.
114 επεισόδια
Manage episode 342237731 series 2940942
Tax laws are changing frequently, which means a client's financial plan is going to need the ability to pivot throughout their working years and their retirement. This is why comprehensive financial planning should always include a tax planning professional. In fact, to give financial advice without looking at your client's tax returns can be incredibly irresponsible, and even lead to miscalculations or increased uncertainty. Dean Barber, CEO of Barber Financial Group, joins the show to share his experience with including tax planning in his firm and why he believes it is essential for every advisor to consider doing the same.
114 επεισόδια
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