“How Financial Advisors Can Use This Year’s Tax Law Changes to Attract New Clients” featuring Emily Shacklett
Barron’s recently examined how evolving tax laws — including provisions from the One Big Beautiful Bill Act — are reshaping the way financial advisors engage with prospects. Among the voices featured was Hightower Signature Wealth CPA and Advisor Emily Shacklett, who emphasized how critical timing is in tax planning conversations and shared practical ideas for how advisors can educate clients.
Key insights from Shacklett Include:
- Tax confusion creates opportunity after filling season: The most effective time for advisors to initiate tax planning conversations is immediately after April 15, when clients are relieved from compliance stress and more open to planning
- Non-CPA advisors don’t need to work alone: Advisors without tax credentials can elevate their value by partnering with CPA’s, particularly when hosting events or workshops that help prospects make sense of recent changes
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
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