Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Player FM - Internet Radio Done Right
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תוכן מסופק על ידי Prajin and Steven Jarvis. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Prajin and Steven Jarvis או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
דומה לRetirement Tax Services Podcast
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Where startup founders raise millions and listeners can invest. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/exile-3411195">Exile</a></span>
1 Exile
Welcome to Exile, a podcast about Jewish lives under the shadow of fascism. Narrated by award-winning screen and stage actor, Mandy Patinkin. Untold stories and firsthand accounts drawn from intimate letters, diaries and interviews found in the Leo Baeck Institute’s vast archive. Each episode, a story of beauty and danger that brings history to life. Because the past is always present. Starting November 1, episodes are released weekly every Tuesday. The Leo Baeck Institute, New York | Berlin is a research library and archive focused on the history of German-speaking Jews. Antica Productions produces award-winning non-fiction podcasts, films and series which inform and inspire audiences around the world.
The Inheritance Playbook with Chad Holmes
Manage episode 409937865 series 2940942
תוכן מסופק על ידי Prajin and Steven Jarvis. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Prajin and Steven Jarvis או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inevitable and Steven and Chad share their perspectives on how advisors can make an impact in both of these areas. https://zurl.co/fmBO
114 פרקים
שתפו
Manage episode 409937865 series 2940942
תוכן מסופק על ידי Prajin and Steven Jarvis. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Prajin and Steven Jarvis או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inevitable and Steven and Chad share their perspectives on how advisors can make an impact in both of these areas. https://zurl.co/fmBO
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1 Why I said NO to financial advisors! with Chad Huebsch 30:39
30:39 
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הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by a fellow tax pro to talk about turning down financial advisors. Chad Huebsch is a tax firm owner specializing in working with business owners and shares his experience with financial advisors proposing in-house and white-label partnerships, that he ultimately turned down. It's nothing against financial advisors and had everything to do with Chad getting really clear on who he wanted to serve and how he wanted to run his firm. He shares great insight on the tax professional side of the relationship when it comes to the intersection of tax planning and financial planning. With Chad's focus on business owners, Steven also gets his insight on tax planning every business owner should consider. https://zurl.co/aZxoC…
1 Tax Planning for Entrepreneurs with Julia Carlson 30:17
30:17 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:17
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Julia Carlson, an entrepreneur herself and a financial advisor focused on helping other entrepreneurs learn from her early "bumps". Steven and Julia talk through tax planning for beginners (new business owners just starting out) as well as tax planning that should be considered no matter how long you have been in business. Listen in as they talk through non-tax reasons for treating your business as a business and how to navigate leveling up as you get further in your journeying. Julia also shares how she managed to write her book in just 5 days! https://zurl.co/tBjHm…
1 Crypto Taxes: Yes, you need to care about this with Tyrone Ross 31:58
31:58 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:58
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more people are at least dabbling if not going all in, and right no,w the default tax reporting is not great. Steven and Tyrone give listeners actionable steps they can take to add value on this potentially painful topic https://zurl.co/BDFL5…
1 Tax Planning Legend: Robert Keebler 29:50
29:50 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:50
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA industry, and the opportunity it creates, along with valuable insight on the line between tax planning and tax advice. This is a must listen. https://zurl.co/nTfOk…
1 Tax Pain Can Be Your Gain with Samantha Russell 31:52
31:52 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:52
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTo kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the impact that content creation can have and some of the best practices they've learned along the way. Samantha generously shares some tips that listeners can take action on right away and turn this interesting conversation into real value.…
1 Hating on Financial Advisors with Tyler Smith 33:16
33:16 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי33:16
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTaking a step outside the norm, Steven's guest this week is NOT a financial advisor or CPA; Tyler Smith just happens to be a taxpayer wishing he could get better help with tax planning. Tyler is a successful business owner and coach and has great insight to share about how to build trusted relationships and what would get him excited to pay for financial advice. Tyler was also generous enough to share experiences he's had and what he's learned from them along the way. Listen in as Steven and Tyler talk about ways financial advisors can deliver massive value and set themselves apart. https://zurl.co/76odg…
1 Stock-based comp: Keep It Simple with Andre Nader 34:40
34:40 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי34:40
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Andre Nader, a semi-retired big-tech employee who spends his time helping educate other high earners on how to navigate unexpectedly making a lot of money and the tax implications that go with it. Andre shares from his personal experience and the questions and stories he hears from people in his audience (nearly 30,000 on LinkedIn). Andre dove deep into these topics out of personal necessity and now spends his time learning and sharing as much as possible. Listen in as Steven and Andre give practical tips based on real-world experience on how you can help clients not be constantly shocked at tax time without giving tax advice. https://zurl.co/IOdOl…
1 When you have too many options with Ryan Metzler 21:57
21:57 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי21:57
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined this week by Ryan Metzler, the co-founder of Finlocity, a company dedicated to helping RIAs find the right resources to enhance their practices. Ryan works as a matchmaker of sorts for both Advisors and service providers to help everyone navigate what can feel like an endless array of shiny objects that can be more a distraction than a benefit. Steven and Ryan discuss opportunities and pitfalls of technology and the approach you can take to evaluate if new software makes sense and then how to get it implemented effectively when it does. https://zurl.co/4nxlC…
1 Kicking off the new year! with Kevin Thompson 30:47
30:47 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:47
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיTo kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning and Kevin's experience with incorporating the topic into his client service model. https://zurl.co/Koiyv…
1 The OGs of CPA/CFP Collaboration with John Pastore 29:34
29:34 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:34
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their businesses. And, of course, it allows everyone to provide an elevated experience to their clients. Listen in as John and Steven share their experience with what makes great professional relationships and partnerships. https://zurl.co/8aKV0…
1 Throwback: "You did a Roth conversion for how much!?!" with Larry Sprung 32:40
32:40 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי32:40
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involved, the things he is on the lookout for to identify tax planning opportunities, and why he feels taxes are so important. Steven and Larry also discuss using tax planning to help build relationships with CPAs and deliver value to clients. https://zurl.co/QZOtB…
1 “Taxes over time” with Benjamin Brandt 30:17
30:17 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי30:17
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיJoining the show this week is perhaps one of the forefathers of financial advisor podcasts, Benjamin Brandt. Ben shares his podcast and tax planning origin story (both predate being involved with RTS) and how his approach to these key areas of growth have changed over time. You don't have to be a tax expert to deliver massive value to clients, you do need to be consistent and committed and Ben gives great insight on both. https://zurl.co/pviIu…
1 Merry "ROTHmas" with Micah Shilanski 35:09
35:09 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי35:09
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיFan favorite Micah Shilanski is back on the Retirement Tax Services podcast to answer advisor questions on Roth conversions. Steven and Micah take it in turns to give insight and expertise and a whole list of questions that came from a recent RTS webinar all about the practicalities of getting Roth conversions done. Over 1,000 advisors registered for the event so I'm sure you can imagine just how many questions there were. Listen in as Micah and Steven get in the trenches of what advisors just like you want to know about Roth conversions https://zurl.co/pH62…
Welcome to a throwback edition of the Retirement Tax Services Podcast! Today, we’re rewinding to where it all began—Episode 1! Over 3.5 years ago, Steven launched the podcast to bridge the gap between financial advisors and tax professionals, starting with a topic that remains just as relevant today: the best (and worst) ways for financial advisors to seek professional CPA referrals. Joining Steven for this very first episode is none other than Matthew Jarvis, sharing his insights and experiences. Both financial advisors and CPAs aim to grow their practices, and referrals from a trusted professional source are invaluable in that process. However, for many advisors, finding a CPA willing to reciprocate referrals can feel like an uphill battle. Looking back, it’s clear that this episode set the foundation for what RTS is all about: empowering advisors to deliver massive value to their clients through better tax planning. https://zurl.co/xb7R…
1 The Tax Elephant in the Room with Matthew Jarvis 29:56
29:56 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:56
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven welcomes back none other than Matthew Jarvis, co-founder of The Perfect RIA and a longtime friend of the show. The tax-savvy brothers address the tax elephant in the room: the election and what it means for your tax planning in 2024 and beyond. As always, their conversation centers around how to help your clients NOT get killed on taxes, which means they are all about taking action, not theoretical pontification on unknowns and what-ifs. Stay tuned throughout the episode as they share resources that they've collaborated to create to help Advisors make the complex actionable for their clients. https://zurl.co/Jola…
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1 The Tax Nitty Gritty with James Comblo 25:53
25:53 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי25:53
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week, Steven is joined by James Comblo to get deep in the trenches of what guiding a client through a tax planning journey looks like in the real world. James is a self-proclaimed tax nerd who has always seen the value in focusing on taxes and has built a process over the years to make sure that his clients consistently get value on the topic. Steven and James talk specifics, including how to include the team in the process and how James practically gets through reviewing every tax return every year. https://zurl.co/K9eU…
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This week, Steven is joined by industry and fellow CPA Ed Slott to talk all things IRA. Ed and Steven talk about Secure 2.0, why IRA contributions shouldn't be thought of as tax "deductions” and share their thoughts on how to best serve clients when it comes to managing tax-qualified accounts. This episode is a must-list as two of the top voices on tax planning in the industry go back and forth, sharing insights and expertise. https://zurl.co/tRPA…
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Join Steven this week (on his birthday, no less!) as he shares his recent experience going through an IRS audit. With any luck, you'll never have to experience one yourself, but there is always a chance your (or your client's) return could get picked for scrutiny, and it's good to know what to expect. Steven shares how the process worked, what went well in this audit, and important reminders about tax planning and taxes generally. Listen through to the end for an opportunity to get access to even more insight on tax planning from the RTS community. https://zurl.co/dJe0…
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1 Talking Taxes with Clients with Joshua Horton 26:54
26:54 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:54
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this special episode, listen in as Steven is a guest on a client webinar for Financial Advisor and RTS Member Joshua Horton. Steven loves opportunities to educate taxpayers on tax planning, especially when he gets to share the great things advisors are doing with the rest of his audience. Steven and Josh go through common tax questions, Steven's tax crystal ball, how to navigate CPA/CFP dynamics, and more. If you communicate with your clients on taxes (and we know you do), this episode is a great opportunity to hear firsthand how another advisor is approaching it with his clients. https://zurl.co/VkXG…
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Join Steven Jarvis, CPA, as he shares highlights from the recent RTS Tax Planning Summit and covers upcoming opportunities to expand your tax knowledge live. Steven provides the details for getting the 2025 tax planning Summit on your calendar, along with the chance to dive in virtually a lot sooner (as in next week). Tax knowledge only counts if the work is getting done and reported correctly, so make sure you listen in and get these incredible events on your calendar to go deeper. https://zurl.co/sEuV…
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1 Throwback: Tax planning and surge meetings with Micah Shilanski 29:06
29:06 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:06
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week, it’s time for a throwback to one of the most famous episodes of this year. Fresh off of the spring surge and the tax filing deadline, Steven Jarvis, CPA, is joined once again by Micah Shilanski, CPF®, to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices for communicating the complexities of tax planning in a way that clients will remember and take action on. They, of course, nerd out on all things Roth and share opportunities for advisors to get more involved, so be sure to listen through to the end. https://zurl.co/Xtxo…
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1 CPA Firm vs. CFP Practice with Matt Porter 28:15
28:15 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי28:15
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיThis week on the RTS podcast, Steven is joined by Matt Porter, a financial advisor who has been through 2 CPA practice acquisitions and is happy to share his experience. Matt very openly shares the challenges that acquiring a business can pose and what he's learned along the way. Steven and Matt discuss what should go into the evaluation of whether it makes more sense to find someone to partner with on taxes (like RTS) or to go all in on integrating taxes within a financial planning practice. Whatever route an advisor chooses what's critical is being intentional about being part of taxes being addressed for the clients they serve. https://zurl.co/9Wtu…
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1 Taxes and Business Sales with Ted Jenkin 29:11
29:11 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:11
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or otherwise) should be thinking about and preparing for a sale YEARS before it ever happens. Ted also shares insight on business valuations, and why so many of them are useless, and steps that every business owner can take to improve their business no matter how far a sale they are. https://zurl.co/8VuX…
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1 Breaking Planning Silos with Emily Millsap 25:58
25:58 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי25:58
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that can help clients pursue their financial goals. Every client situation is different but by having (and constantly improving) great systems, Emily can help ensure her team is understanding client goals and then recommending tax-planning strategies designed to support their short- and long-term needs. https://zurl.co/iWlV…
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1 Getting everyone a seat at the table with Bryan Eberle 27:06
27:06 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי27:06
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיSteven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of making sure everyone has a seat at the table when it comes to effectively serving clients and making sure their specific goals are ultimately accomplished. https://zurl.co/SapV…
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1 Chat with a former IRS Special Agent with Robert Nordlander 29:15
29:15 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי29:15
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by CPA, CFE and former IRS Special Agent Robert Nordlander to dive into the word of criminal enforcement around taxes. Robert shares from his years of experience working for the IRS and working with taxpayers since leaving the IRS and provides incredible insight and wisdom into all things taxes. Plenty of people are afraid of the IRS, but for the average tax payer that fear is likely misplaced and Steven and Robert talk about the realities of when taxes can become criminal. Robert spends a lot of time educating taxpayers including having written multiple books. https://zurl.co/db9t…
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1 “The Power of Education” with Robin Henager Greene 24:28
24:28 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי24:28
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Dr. Robin Henager from Whitworth University where Steven used to be an adjunct professor. Steven and Robin discuss the power of education in leveling up as a financial advisor and the overlap of theoretical and practical learning in the real world. Dr. Henager shares the approach Whitworth takes to making sure that their learning is based in reality and not just in textbooks. She also shares when it makes the most sense in a financial advisor's career to pursue higher education. https://zurl.co/dIRI…
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Retirement Tax Services Podcast
1 Are You Covered? with Cameron Norris 31:57
31:57 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי31:57
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice. https://zurl.co/Yntc…
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Retirement Tax Services Podcast
1 Every Advisor Should Prepare a Tax Return with Jacob DuBose 26:31
26:31 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:31
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career. https://zurl.co/5nRG…
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Retirement Tax Services Podcast
1 What every financial advisor needs to be delegating with Lisa Seal 26:29
26:29 הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתי26:29
הפעל מאוחר יותר הפעל מאוחר יותר רשימות לייק אהבתיIn this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applying expert level skills to tasks that many would see as a nuisance. Belay was also kind enough to provide a free resource for all listeners so make sure you listen to the end. https://zurl.co/O5v7…
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דומה לRetirement Tax Services Podcast
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התחל במצב לא מקוון עם האפליקציה Player FM !
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