Matt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax returns and maximizing QBI deductions.
&Partners Leader of Advanced Planning Matt Doran joins Steven A. Jarvis, CPA, on the Retirement Tax Services podcast for a lively conversation about intentional tax planning.
The discussion revolves around the benefits of proactive tax planning, from maximizing the qualified business income (QBI) deduction to navigating inherited IRAs and more. Plus, they discuss real steps advisors can take to get started delving into tax planning. One place to begin? Learning how the two sets of tax brackets work. They also talk about the importance of reviewing client tax returns to learn the details clients don’t know to report.
For advisors who already know tax principles and those who want to know more, this discussion is all about getting empowered to help create better long-term outcomes for clients. Listen to the episode.
&Partners does not render legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Click below to listen to the episode:
