Join us at the January 2nd Kitces Monthly webinar where Kitces Senior Financial Planning Nerd, Ben Henry-Moreland, will share a framework for the types of advice to give and the language to use when communicating strategies to clients that can reduce the confusion of being obliged to provide guidance on taxes while being prohibited from giving actual tax advice. In this webinar, advisors will learn:
- The limitations of providing tax advice as a financial planner
- The difference between "tax planning" and "tax advice"
- Best practices to add value with tax planning
