The Synergy Between Financial Planners and Tax Advisors – With Dennis Wolgin
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
The responsibilities of a tax advisor are no longer limited to a simple income tax return. It’s about consistently making informed decisions throughout the year to optimize your tax picture.
In this episode, David Vallieres is joined by Jordann Andrusiak, and guest Dennis Wolgin, tax consultant at Schlaupitz Madhavan, P.C. Join them as they discuss how financial planners can effectively collaborate with tax advisors to provide greater value to their clients, as the tax filing season approaches.
In this episode, you will learn:
- How Synergy Capital Solutions works closely with tax experts to develop highly efficient tax-plans
- Ways in which secure online portals help you keep your documents organized
- How to prepare for the very first tax meeting with your advisors
- Questions that you should ask while hiring a tax advisor – as an individual or a business
- And more!
Tune in to learn how you can be better prepared to tackle your 2020 taxes during the upcoming tax season!
Resources: Synergy Capital Solutions | David Vallieres | Jordann Andrusiak | Schlaupitz Madhavan, P.C.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.