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E115 – How to Add Massive Value to Year-End Planning

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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin focus on year-end planning strategies for financial advisors. They emphasize the importance of adding value to year-end planning by maximizing tax efficiency for clients. They discuss various tax-saving opportunities such as S Corporation elections, the Augusta Rule, cost segregation studies, and more! Wes encourages advisors to proactively engage with clients and their CPAs to uncover potential tax savings, thereby enhancing clients' profitability and quality of life. 

In today’s episode we will cover:

  • Year-end planning strategies and ideas
  • Importance of helping maximize tax efficiency for clients
  • Need for financial advisors to improve tax knowledge
  • Proactive engagement with clients and their CPAs
  • Identification of potential tax savings opportunities
  • Use of tools like Holistiplan for tax analysis
  • Positioning advisors as trusted partners in clients' financial journeys

We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!

If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform University series.