Review Detail

Bob, thank you for the subtle--and also not-so-subtle--practice management tips each month as pertains to tax advice, tax planning and the advisor's role vis a vis the client's other professionals. I have to say that when I contact a client's CPA to discuss tax planning or strategy they are often taken aback by my interest, enthusiasm, and the like. I suspect it is because, as Bob says, so few advisers bother to try and set themselves apart as tax-focused professionals. And as Bob says, doing so pays off.