34 min
Roth and Tax Preparer Collaboration with Michael Henley, Ep. 95 Retirement Tax Services Podcast
-
- Investing
Michael Henley from Brandywine Oak Private Wealth joins Steven on the show today to talk about delivering value to clients through tax planning, including the broad spectrum of tax planning services that can be provided and the specific services Michael provides to his clients. He also gives insight into the benefits and relationship dynamics of collaborating with a tax preparer and how that works for him.
Michael Henley from Brandywine Oak Private Wealth joins Steven on the show today to talk about delivering value to clients through tax planning, including the broad spectrum of tax planning services that can be provided and the specific services Michael provides to his clients. He also gives insight into the benefits and relationship dynamics of collaborating with a tax preparer and how that works for him.
34 min