Jack Martin sits down with Jeffrey Levine, Chief Planning Officer at Buckingham Wealth Partners, for an in-depth exploration of impending tax legislation.
Jack Martin chats with Debra Taylor about making tax planning a year-round effort. Learn how regular tax strategy can ease the year-end crunch.
There are 3 ways an advisor grows their business: retain and deepen relationships with existing clients. Deepen relationships, increase share of wallet, and attract new clients. Tax planning does all three. In this episode, Jack Martin interviews Debra Taylor, CPA, PFS, CDFA®, JD, renowned tax planning wealth manager and top Carson Wealth advisor. Debra shares
In times of uncertainty, people crave certainty. With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today! How do you guide them through this situation? What financial planning opportunities does the current landscape pose? Find out
There is a pressing need for advisors to address the rising wealth transfer concerns. There are also evolving tax legislations to be considered. How can advisors navigate these changing environments? Find out in this episode of The Breakthrough Advisor™ as Ed Slott, founder and president of Ed Slott and Company, LLC, joins Jack Martin to
Many financial advisors stick in their lane. They provide timely advice regarding investment opportunities, retirement account management, Social Security options, life insurance, legacy planning and philanthropic guidance. Yet there’s one area where affluent clients would really love their advisors to provide insight but most financial advisors come up short: Tax planning. In fact, a recent
Many clients experience a huge gap between the services they expect and the services provided by their advisors. This difference is evident in tax planning. In fact, 92% of clients expect tax planning advice, but only 25% get it! (Source: Spectrem Group) In this episode, Chris Field, Holistiplan’s chief growth officer, joins Jack Martin to
Are you an advisor looking to help your clients minimize future tax burdens? In this episode, Ed Slott talks about inflation and taxes while detailing some strategies advisors can use to help clients minimize future tax burdens. Listen in as Ed explains how inflation can benefit tax planning, the three-year window of opportunity to capitalize
In this episode, Jack Martin is joined by Dr. Wade Pfau from The American College of Financial Services. Dr. Pfau unveils must-know strategies for effective retirement planning while detailing the tips and tricks you need to maximize your client’s retirement income through tax planning and efficient distribution.
In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth.
