The Tax Preparer Referral Conversation For High-Net-Worth Retirees
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The Tax Preparer Referral Conversation For High-Net-Worth Retirees
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概要
High-net-worth retirees often reach a point where DIY tax software like TurboTax no longer offers the peace of mind their $2M–$8M portfolio requires. In this episode we pull back the curtain on the referral conversation we have with clients and prospects.
We discuss the increasing prices of tax preparer professionals and the shift that many retirees make from saving money to buying freedom, and why your tax preparer and financial planner must be on the same page to avoid tax inefficiencies.
Resources:
Year-End Tax Planning Checklist for HNW Retirees
Timestamps:
(00:00) – Intro
(01:20) – Mindset Shift
(06:45) – The Cost of Tax Prep
(11:01) – Spectrum of Price
(15:55) – What does more expensive tax prep get me?
(18:00) – Expectations are Key
(24:12) – Conclusions
Disclosures Direct Link:
www.retirementtaxmatters.com/disclosures