EPISODE · Feb 13, 2024 · 18 MIN
Ep #111 - 5 Reasons to Hire a Tax Pro
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
A lot of financial planning clients require the services of a tax professional. Then there are others whose phase of life and financial situation don’t necessarily require that level of help. But what about those who might be somewhere in the middle? Tune in to hear 5 different personal and/or financial situations where Adam and Ben suggest their clients outsource tax prep services to a qualified professional.Tracking # T006988Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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A lot of financial planning clients require the services of a tax professional. Then there are others whose phase of life and financial situation don’t necessarily require that level of help. But what about those who might be somewhere in the middle? Tune in to hear 5 different personal and/or financial situations where Adam and Ben suggest their clients outsource tax prep services to a qualified professional. Tracking # T006988 Thanks for listening! If you want to be notified when the next...
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Ep #111 - 5 Reasons to Hire a Tax Pro
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