Tax And Financial Planning Every Tax Pro (Should) Know! With Dr. Richard Wells

Are you providing basic planning for your clients? What about your own planning? Joining Eric Green is Dr. Richard ‘Rick’ Wells , retired Marine Lt. Colonel and Financial Advisor, to cover the basic planning needs everyone needs to consider, including for yourselves. It's time to stop being the ‘cobblers kids without shoes’ and get your own estate and tax planning in order to maximize your bottom line and bring real advisory level advice to your clients and justify the higher fees you should all be charging! Our advice is to sit in on this conversation and begin to see things you either have forgotten in your over-caffeinated, hectic lives, or maybe even never heard before! Have questions? Contact Rick at rwells@baystatefinancial.com . Join us August 28th for the free webinar here: https://taxrepllc.com/20250828-planning/