Joshua Mauk welcomes Mike Payne, JD, CPA and founder of Boss Advisors, to explore the intersection of tax and legal services for financial advisors. They discuss toolsets and skillsets in client relationships, the benefits of subscription models, and Arizona's progressive business regulations. Tune in to discover strategies for integrating CPA and legal services, the nuances of working remotely, and the importance of deepening professional relationships. Learn how advisors can offer proactive, holistic advice and efficiently scale their businesses.