Ep. #06: Adding Value For Clients With Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA Practical Wisdom From ACP Financial Advisors podcast

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Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA

5y ago 28:45

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内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Income tax is about far more than return preparation. Can you transform this annual filing chore into something else, helping your clients understand how their decisions throughout the year save them (or cost them) thousands of dollars? Our guest, Jonathan M. Heller, CFA, CFP®, EA, explains how tax planning integrates with the holistic financial plan and adds value for your clients, whether or not you prepare their returns. Jon is the co-author of the whitepaper 'Tax Alpha: How to Add Measurable Value with Tax-Focused Financial Planning' (https://www.acplanners.org/acpmainsite/consumer/media/tax-alpha). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jonathan Heller, please visit www.KEJFinancial.com.

… continue reading

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#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP

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Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA

Practical Wisdom from ACP Financial Advisors

published 5y ago

分享

MP3•单集首页

内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Income tax is about far more than return preparation. Can you transform this annual filing chore into something else, helping your clients understand how their decisions throughout the year save them (or cost them) thousands of dollars? Our guest, Jonathan M. Heller, CFA, CFP®, EA, explains how tax planning integrates with the holistic financial plan and adds value for your clients, whether or not you prepare their returns. Jon is the co-author of the whitepaper 'Tax Alpha: How to Add Measurable Value with Tax-Focused Financial Planning' (https://www.acplanners.org/acpmainsite/consumer/media/tax-alpha). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jonathan Heller, please visit www.KEJFinancial.com.

… continue reading

27集单集

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP

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