Working Through Tax Planning What If’s

Tax planning strategies and recommendations are rarely simple situations. The key to providing meaningful insight is to master the process of creating and analyzing scenarios, and helping clients to understand how each scenario benefits them. In a landscape of changing tax laws and legislation, tax planning is a key value driver for clients that impacts all aspects of the financial planning process. Providing clients with various scenarios can help them to understand the impact of new laws or tax planning strategies, providing immense value.