On this episode of the Ready, Set, Grow podcast, Drew and Chris dive into the crucial role of tax planning for financial advisors and their clients. With upcoming tax changes on the horizon and the impact of the Connolly decision, they break down what advisors need to know to stay ahead. From tackling estate tax increases to maximizing the benefits of Roth conversions, they share proactive strategies to help you navigate the shifting tax landscape. Plus, they explore how teaming up with partners like Stonewood Financial can elevate your tax planning services and benefit your clients. 

On this episode of the Ready, Set, Grow podcast, Drew and Chris dive into the crucial role of tax planning for financial advisors and their clients. With upcoming tax changes on the horizon and the impact of the Connolly decision, they break down what advisors need to know to stay ahead. From tackling estate tax increases to maximizing the benefits of Roth conversions, they share proactive strategies to help you navigate the shifting tax landscape. Plus, they explore how teaming up with partners like Stonewood Financial can elevate your tax planning services and benefit your clients.

Welcome to “Ready, Set, Grow,” a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof.

Learn more about how Impact can help your practice grow! 
Contact us here 👉 https://impactpartner.com/?utm_medium=social&utm_source=youtube&utm_campaign=readysetgrow

We’re Not Your Standard Insurance Marketing Organization
We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We’ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.

Welcome to &ldquo;Ready, Set, Grow,&rdquo; a podcast powered by Impact Partnership. Each week, members of the Impact team will share their experiences and insight into how the company works to elevate our financial advisor partners as they achieve milestones for their practices they never dreamt possible. Experienced professionals from all areas of Impact will spread their knowledge of how the company fits every need of a growing financial practice under one roof. Learn more about how Impact can help your practice grow! Contact us here 👉 <a href="https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow">https://impactpartner.com/?utm_medium=social&amp;utm_source=youtube&amp;utm_campaign=readysetgrow</a> We&rsquo;re Not Your Standard Insurance Marketing Organization We offer creative marketing services for financial advisors to help build their brand, generate leads, and manage their practice. We&rsquo;ll help you transition from salesperson to CEO and business owner through coaching, strategic marketing, and a true partnership.

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