Talking Taxes Part 3 with John Harms, CFP®, RICP® (Ep. 57)

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


Book Time with David Pulcini:

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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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