Brian Leitner sits down with Jodi Robinson, managing director, tax at Mariner Wealth Advisors, to discuss how the tax team supports wealth advisors by providing tax advisory services, consulting, tax projections and tax preparation for individuals, families, trusts and businesses. The tax team also helps the wealth advisory team by helping them expand their client base and asset portfolio.
0:00 Intro
0:17 How the Tax Team Supports Wealth Advisors
1:38 Relationship Between Wealth Advisors and the Tax Team
2:33 Success Stories
4:10 Outro
#tax #taxplanning #finance
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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
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