Unreasonable Requests & Strange Taxes

Our 2 Cents – Episode #084

Unreasonable Requests & Strange Taxes

Advisors everywhere have had some pretty unrealistic requests come up when meeting with clients. Steve and Gabriel will share some of the ones they’ve heard on this week’s episode of Our 2 Cents, and the key takeaways you can learn from them. Then they look at some pretty quirky state taxes that will leave you shaking your head!

Unreasonable Financial Requests:

  • Huge market gains, with little to no risk. Is that achievable?
  • Will investors seeking the highest quality financial planning and advice, at the lowest possible price just end up getting what they pay for?
  • Does that sneaky little tax trick some advisors are pitching even exist?
  • Making exceptions—our thoughts on changing our entire investing philosophy for just one client

The Strangest Ways States Tax You (Or Don’t):

  • Arkansas eliminated state income tax for Texarkana residents in exchange for this unprofitable tax hike
  • Deodorant vs. Antiperspirantthis state taxes these similar products differently
  • What “candy” bar is exempt from Illinois’ higher tax rate?
  • Plus, this state will allow you to avoid sales tax on that fancy new exotic car you’ve been eyeing

Tune in now to join us for this discussion!

Request Your Free Consultation Today