5 Reasons Why Your Financial Advisor Should Do Tax Prep For You
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Tax planning in retirement is important, but it's also important to make sure you're getting proper tax prep done. In this episode of Joe Knows Retirement, Joe gives five reasons why you're financial advisor should also do your tax prep (or collaborate with your CPA). From simplifying the process to maximizing the tax savings involved, he argues that all Midwestern Millionaires should work with a comprehensive financial planning team.
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