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Ep. #06: Adding Value for Clients with Tax-Focused Financial Planning - Jon Heller, CFA, CFP®, EA
Manage episode 256489061 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
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26 episodes
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Manage episode 256489061 series 2639281
Content provided by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.
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