Content Library
Podcasts

Throwback: Tales from Tax Season – Withholdings and Losses

How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.

Topics:
advisors, finances, financial, financial advisors, investments, tax planning, taxes,
Podcasts

CPAs and CFPs CAN Get Along with Johnna Long

From tax accounting to tax prep collaboration with financial advisors.

Topics:
advisors, collaboration, CPA, finances, financial, financial advisors, Johnna Long, proactive, proactive taxes, tax planning, tax prep, tax preparer, taxes,
Podcasts

All Things Social Security with Devin Carroll

What you need to know to deliver value around Social Security.

Topics:
advisors, Devin Carroll, finances, financial, financial advisors, investments, social security, social security planning, tax planning, taxes,
Podcasts

Finding Balance with Dr. Travis Parry

What it looks like to achieve balance—and how to do it!

Topics:
advisors, balance, Dr. Travis Parry, finances, financial, financial advisors, investments, sweet spot, tax planning, taxes,
Podcasts

Tax Planning and Practice Efficiency

How to live a balanced life, work fewer hours, and still take home the same amount of pay.

Topics:
advisors, finances, financial, financial advisors, investments, tax planning, taxes,
Podcasts

“But How Do My Taxes Actually Get Paid in Retirement?”

What you need to understand about paying your taxes in retirement and mistakes to avoid along the way.

Topics:
advisors, finances, financial, financial advisors, investments, tax planning, taxes,