In this episode of “From Busy to Rich,” hosts Wes Young and Justin Lakin interview tax strategist Mike Jesowsheck about the untapped potential of tax intelligence for financial advisors. Mike shares his journey from entrepreneur to digital accounting firm founder and explains how advisors can add value by mastering core tax strategies. He introduces resources like his book, podcast, and Tax Home software, emphasizing the importance of trusted, actionable guidance. They highlight how proactive tax planning can boost client profitability and advisor differentiation.
In today’s episode we will cover:
- The importance of tax intelligence in financial planning.
- The gap between tax preparation and proactive tax planning.
- The role of financial advisors in enhancing client profitability through tax strategies.
- The distinction between core and advanced tax strategies.
- Strategies for maximizing deductions and reducing taxable income.
- Resources available for financial advisors to improve their tax knowledge.
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