Is tax season leaving you feeling overwhelmed and unprepared?

In this episode, David Pulcini completes the three-part series on tax preparation and planning, inviting John Harms, CFP® to join the conversation. They explain the difference between tax planning and tax preparation and share crucial questions you should be asking your advisor.

David and John discuss: 

• The software tools they use to better help them with tax planning for clients
  
• Why tax planning is a key element of any financial plan
  
• What you could be missing out on by overlooking tax planning 
  
• And more
  

Resources:

• Tax Preparation Part 1 (Ep. 55)
  
• Tax Preparation Part 2 (Ep. 56)
  

Book Time with David Pulcini:

Schedule a Call

Connect with David Pulcini: 

• dpulcini@sixpointfp.com 
  
• SixPoint Financial
  
• (585) 641-7900
  
• LinkedIn: David Pulcini
  
• LinkedIn: SixPoint Financial
  
• Twitter: SixPoint Financial
  
• Facebook: SixPoint Financial
  

Connect with John Harms:

• LinkedIn: John P. Harms, CFP®, RICP®
  

About our Guest: 

John’s  focus is working with clients to develop and implement personalized strategies for retirement planning, investment management, retirement income and distribution planning, education funding and life insurance protection. Through a partnership with RFG Advisory, he is able to seek out and offer only the best products or services available without conflict or compromise.