Talking Taxes Part 3 with John Harms, CFP®, RICP® (Ep. 57)
Is tax season leaving you feeling overwhelmed and unprepared?
In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP® to join the conversation. They explain the difference between tax planning and tax preparation and share crucial questions you should be asking your advisor.
David and John discuss:
- The software tools they use to better help them with tax planning for clients
- Why tax planning is a key element of any financial plan
- What you could be missing out on by overlooking tax planning
- And more
Resources:
Book Time with David Pulcini:
Connect with David Pulcini:
- dpulcini@sixpointfp.com
- SixPoint Financial
- (585) 641-7900
- LinkedIn: David Pulcini
- LinkedIn: SixPoint Financial
- Twitter: SixPoint Financial
- Facebook: SixPoint Financial
Connect with John Harms:
About our Guest:
John’s focus is working with clients to develop and implement personalized strategies for retirement planning, investment management, retirement income and distribution planning, education funding and life insurance protection. Through a partnership with RFG Advisory, he is able to seek out and offer only the best products or services available without conflict or compromise.
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