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

Update: 2022-10-24

Description

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, where he offers fiduciary, fee-only, and advice-only financial planning. Sean established Mullaney Financial & Tax after a lengthy career in public accounting, and as a CPA himself, he understands the need for tax planning when preparing financial plans for clients. In this episode, Sean explains the importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

Comments

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

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

#box-pro-ellipsis-17570255288790{-webkit-line-clamp:2;}Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109

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

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