There is a difference between a tax preparer and a tax strategist. Freedom Finance Group CEO Marissa Nehlsen said a tax preparer simply takes a customer’s information and prepares the return and a tax strategist provides options “on how to build weath for retirement and how to cut the IRS out of the deal.” During the Big Iron Farm Show, Nehlsen also spoke about farm transitions and estate planning. “What do I need my spouse or my kids to know, to learn and to do? You automatically do things on your farm and ranch every single day that are on auto-pilot and they need to know, learn and do.” Action steps were provided. The Freedom Financial Group seminars were held Tuesday, Wednesday and Thursday in the RRFN building.
