Learn 5 takeaways to provide better tax advice from my worst client experience to date. Hear the story and the lessons.
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Show notes: thetaxprofessionalspodcast.com/TTPP106
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Rough timings
- Episode intro
- (5:15) Story about a bad experience relating to a bad tax-advisory client that I had back in 2018, which was the richest learning experience for me re improving my advisory skills
- (10:00) Five lessons/takeaways from the experience to help you become better at providing tax advice:
- (11:00) Lesson 1: Being technically correct doesn’t make the advice good – it’s just an essential part
- (12:00) Lesson 2: Your advice should be workable and what is meant by this
- (13:00) Lesson 3: Your advice should be definitive
- (14:00) Lesson 4: You should talk in the client’s language and bespoke your advice in all respects
- (15:15) Lesson 5: Longer advice does not equal more valuable advice
Resources
Other episodes to help get better at providing tax advice:
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