But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103

Update: 2022-09-12

Description

Financial advisors are generally not qualified to give tax or legal advice when helping out clients. However, these are both important steps in the financial planning process. So, what advice can advisors give without crossing any lines—while still providing the most value to their clients? Micah Shilanski, CFP, and attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to talk about with your clients as an advisor.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Visualizing Tax Planning with Ross Riskin, Ep. 119

2023-01-0232:36

But How Is My LLC Taxed? With Micah Shilanski, Ep. 118

2022-12-2625:48

No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117

2022-12-1931:45

But What Is RTS Anyways?, Ep. 116

2022-12-1226:26

CPA Wisdom on Getting Ready for Tax Filing Season With Johnna Long, Ep. 115

2022-12-0533:22

Taking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123

2023-01-3026:43

Writing the Book on Taxes (Literally), Ep. 122

2023-01-2323:01

Taking Action on SECURE 2.0, Ep. 121

2023-01-1622:56

Taxes and Content Creation with Broc Buckles & Peter Ciravolo, Ep. 120

2023-01-0928:00

Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP, Ep. 113

2022-11-2121:42

Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP, Ep. 112

2022-11-1431:26

Communicating with the IRS with Micah Shilanski, CFP, Ep. 111

2022-11-0736:03

Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109

2022-10-2430:17

Going From the Client Seat to the Advisor Seat With Jacob Turner, Ep. 107

2022-10-1027:33

Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber, Ep. 105

2022-09-2629:49

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103

2022-09-1230:22

The Future of Financial Planning and Where Taxes Fit In With Bob Veres, Ep. 97

2022-08-0128:03

Tax Planning and Practice Efficiency, Ep. 90

2022-06-1333:15

"But How Do My Taxes Actually Get Paid in Retirement?,” Ep. 89

2022-06-0619:14

Tales from Tax Season-'Fun' with States, Ep. 88

2022-05-3020:06

00:00

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103

#box-pro-ellipsis-173765815691867{-webkit-line-clamp:2;}But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103