ACP Public Library

Tax-Focused Financial Planning 

08-22-2017 03:02 PM

Troy E. Thompson CFP®, JD, Thompson Financial Services

Fee-only financial planners understand the importance of income taxes in the financial planning process. Our profession recognizes that we can’t even begin to think about financial planning and investing without considering the background tax treatment. This presentation explores the ways planners can to integrate tax planning more closely into their practices in order to create value for their 
clients and build better client relationships. Traditional tax service views tax preparation and filing as a once-a-year task. Financial planners are uniquely well situated to create value by playing an active role in clients’ year round tax planning. As teachers and coaches we help clients to understand the consequences of their decisions. The planner is in a position to identify opportunities and strategies for tax reduction across all areas of the financial plan.

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Tax-Focused Financial Planning - August 7, 2017   49.30 MB   1 version
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