Episode 224
Kicking off the new year! with Kevin Thompson
Retirement Tax Services Podcast · Retirement Tax Services
January 6, 202530m 47s
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Show Notes
To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning and Kevin's experience with incorporating the topic into his client service model.