Content Library
Podcasts

Both Sides of Having an In-house CPA with Michael Henley and Chris Smith

Choosing the right partnership and how the client wins.

Topics:
business model, Chris Smith, collaboration, delivering value, in-house CPA, Michael Henley, planning software, tax software,
Podcasts

In-House Tax Department with P.J. DiNuzzo

The benefits of blended planning under one roof.

Topics:
combined planning, delivering value, financial planning, hybrid planning, in-house tax team, massive value, PJ DiNuzzo, tax planning, wealth planning,
Podcasts

The Future of Financial Planning and Where Taxes Fit In With Bob Veres

Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.

Topics:
authority, delivering value, financial planning, growth, industry changing, industry leading, technology, the future of financial planning,
Podcasts

All Things HSA (And Super HSA!) with Kelley Long

There's more you can be doing with HSAs.

Topics:
delivering value, financial planning, Health Savings Account, HSA, Kelley Long, massive value, savings, Super HSA,
Podcasts

Roth and Tax Preparer Collaboration with Michael Henley

Delivering value through tax prep.

Topics:
delivering value, financial planning, in-house CPA, massive value, Roth, tax planning, Tax Planning Process, Tax preparation, value adds,