The OGs of CPA/CFP Collaboration with John Pastore

Retirement Tax Services Podcast

Player FM - Internet Radio Done Right

11 subscribers

הוסף לפני four שנים

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.

All About Change

1
Chris Nowinski - Protecting Athletes from Head Injuries & Preventing CTE 27:28

לפני 4 ימים27:28

הפעל מאוחר יותר

רשימות

לייק

אהבתי

27:28

Chris Nowinski is a former football player at Harvard University and professional wrestler with WWE, World Wrestling Entertainment. After enduring a career-ending head injury, Chris has dedicated his professional life to serving patients and families affected by brain trauma, particularly Chronic traumatic encephalopathy, or CTE, a progressive neurodegenerative disease that develops after repeated head injuries. Jay and Chris discuss the state of head injuries in American athletics, the difference between advocating for head safety at youth and professional levels, Chris’ newest research, and much more. Episode Chapters (00:00) Intro (00:50) changes in the culture around concussions in the past two decades (02:39) padded helmet technology (03:55) concussion reporting in the NFL (10:35) Chris’ career path and concussion history (14:52) connecting with activists who haven’t themselves suffered a traumatic brain injury (17:42) SHAAKE - a new sign to identify concussions (20:53) Unions can help players advocate for safety policies (23:10) final thoughts and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…

לפני שנה 29:34

MP3•בית הפרקים

In 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

114 פרקים

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

The OGs of CPA/CFP Collaboration with John Pastore

Retirement Tax Services Podcast

11 subscribers

published לפני שנה

שתפו

MP3•בית הפרקים

https://zurl.co/8aKV0

114 פרקים

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

כל הפרקים

1
Why I said NO to financial advisors! with Chad Huebsch 30:39

לפני 4 ימים30:39

30:39

In 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

לפני 11 ימים30:17

30:17

In 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

לפני 18 ימים31:58

31:58

In 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

לפני 25 ימים29:50

29:50

This 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

לפני 5 weeks31:52

31:52

To 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

לפני 6 weeks33:16

33:16

Taking 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

לפני 7 weeks34:40

34:40

In 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

לפני 8 weeks21:57

21:57

Steven 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

לפני 9 weeks30:47

30:47

To 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…

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דומה לRetirement Tax Services Podcast

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Retirement Tax Services Podcast « » The OGs of CPA/CFP Collaboration with John Pastore

The OGs of CPA/CFP Collaboration with John Pastore

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The OGs of CPA/CFP Collaboration with John Pastore