So Much More Than Your Tax Professional
When you mentioned, you know, we’re strategic planners, nowhere in this example that I’m gonna give has anything to do with tax, but part of being a strategic planner is, you know, a lot of my clients have been exposed to what’s been going on with my mom recently. They’ve read the article I wrote for the Daily Drip. It got amazing traction
I had clients calling the office just to talk to me about it. And I’ve been sharing with most of my clients that have elderly parents, how are you planning for your elderly parents? Because this could be a tremendous emotional and financial burden. And I share with them my own personal experience because it’s something that I know that they don’t know yet, and maybe someone hasn’t talked to them about it.
So that’s a prime example of how we are strategic planners in several things and tax, and you know, our office is just the vehicle to being strategic planners and eventually down the road there is always some type of tax impact.
Leave a Reply