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Maximizing Your Impact With Tax Planning with Roger Pine
Manage episode 407147871 series 3558245
Indhold leveret af Elements Technology, Inc. and Reese Harper. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Elements Technology, Inc. and Reese Harper eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Every client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it’s tangible, it’s one of the few things you can do for clients that’s not based on helping them make behavioral changes. On this Elementality, Abby interviews Roger Pine of Holistiplan, a company that helps advisors simplify tax planning for their clients.
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