Download Erik Brenner's "Our Clients Personal CFO" presentation And Estate Planning Information below, and check out "Adding Deeper Tax Planning Capabilities (And Generating More Google Reviews In The Process) To Grow To $600M Of AUM: #FASuccess Ep 475 With Erik Brenner" on how he has doubled his AUM in the past three years in part by offering a deeper level of tax-related services, including preparing client tax returns through an associated business and by working with an external firm for expertise on more complicated client tax situations.