We help advisors work with clients that have a bit more complexity than the person next door.
Attorney | Empathetically Direct Coaching for Financial Advisors & Business Owners 24+ Years in Practice Optimization, Succession Strategy, & Estate Planning Public Speaker | Helping Your Practice Move Upmarket
It's that time of year again to relearn new bracket break points. Speaking of which, this is a good time to review your clients tax plan. Its not about what they have, but what they get to keep. Most advisors are chasing bps to the bottom, I help advisors help their clients save COMMAS on their tax returns. Some things I may be able to help you with: Any clients with over a Million in their qualified plans when they die? What about some of those annuities that have big gains embedded. Clients with low basis assets - Working with a client that has Wal-Mart at $3 a share. The Art of Planning, PLLC can review a variety of planning techniques to fit their needs with you and them. Do you have any of those clients or prospects that make your feet sweat? If so, we should chat.
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