But am I even allowed to do tax planning? With Leila Shaver.

Retirement Tax Services Podcast

In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and tax advice. They both openly share their opinions on where Advisors can potentially get in trouble and whole-heartedly agree that there is A LOT more Advisors can be doing around tax planning for their clients without flirting with the lines of compliance. Steven also shares details on the upcoming RTS Tax Summit this fall, at which Leila will be a keynote speaker. Listen for an informative and entertaining conversation around all things tax compliance.

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