Intentional tax planning that changes client outcomes with Matthew Doran
About this episode
Matthew Doran discusses intentional tax planning and its impact on client outcomes with Steven Jarvis.
Matthew Doran joins Steven Jarvis, CPA, to discuss why great tax planning isn't about memorizing rules - it's about helping clients make intentional decisions that improve long-term outcomes. From the QBI deduction to inherited IRAs and the widow's penalty, Matthew shares practical examples of how advisors can create value by proactively reviewing tax returns, managing taxable income, and collaborating closely with CPAs. https://zurl.co/OJ2DV
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