Most financial advice is only as good as the information behind it. In this episode, Dan Pascone sits down with Kevin Knull, founder of TaxStatus.com and former leader at MoneyGuide Pro, to discuss why incomplete data can lead to incomplete planning.
Kevin explains how advisors can miss key pieces of a client’s financial life, why tax planning is one of the biggest opportunities for high earners, and how better access to IRS data can help create more accurate, proactive advice.
They also discuss how AI is changing financial planning, why tax planning should begin long before year-end, and what becomes possible when advisors have the full picture.
💡 What You’ll Learn:
- Why many financial plans are built on incomplete information
- How IRS data can reveal a fuller financial picture
- Why tax planning is a major wealth-building lever
- How filing an extension can support better planning
- What AI may change for advisors, CPAs, and clients
- Why better data leads to better advice
🎧 If you're a high earner who's crushing it on paper but quietly wondering "is this it?" , this episode was built for you.
🔗 Learn more: makingsenseofyourmoney.com
#MakingSenseOfYourMoney #FinancialPlanning #TaxPlanning #WealthManagement #HighEarners #AIinFinance #TaxStrategy #PersonalFinance
Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.
