Learn How Tax Management Can Build Out Your Business.

[Steve Savant]

Learn how tax management can build out your business, expand your practice & position you as the CFO of your client’s financial affairs. Learning the basics of adjusted & modified gross income can be a real game changer. There are also several carriers that offer free 1040 overlays that undergird the discussion of today’s episode featuring Levi McMellian, CPA, AIF, who created a network of advisors that use CFO strategies in their practice.

Let's Get Down to Business - Transforming Advisers into CFOs -- Tax Management - YouTube