(Financial Planning) Whether you’re timing charitable contributions, harvesting tax losses, preventing a bump to a higher tax bracket or planning a 199A deduction for flow-through entities, a fluent understanding of a plan’s tax ramifications adds tremendous value to a financial planning relationship.
Read More(XY Planning Network) Jirayr Kembikian and Ryan Cole have successfully navigated a 50/50 partnership and they’re here to share how they did it. This episode will be all about how they are building their growing business and how they use their different skills to benefit each other
Read More(Financial Planning) Choosing whether or not to socialize with clients isn’t a simple decision. Some planners find it easy to turn friends into clients and clients into friends, whereas others like to keep the two groups separate.
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