Content Library
Podcasts

Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber

Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.

Topics:
advisors, attorney, client communication, financial advisors, legal, tax advice, tax planning, tax prep,
Podcasts

Taxes and Software with Justin Fitzpatrick

Dynamic income and tax planning for retirement.

Topics:
financial software, Income Lab, Justin Fitzpatrick, retirement planning, tax planning, tax prep, tax software,
Podcasts

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

Topics:
advisors, attorney, client communication, financial advisors, legal, tax advice, tax planning, tax prep,
Podcasts

Tax Laws Changed, Or Did They? with Jeffrey Levine

Learn about the tax law changes and how they may affect you.

Topics:
Jeff Levine, tax advice, tax changes, tax law, tax planning, tax prep,
Podcasts

Tax Planning for Non-Retirees with Chad Chubb

Insight into serving clients in unique and highly effective ways.

Topics:
Chad Chubb, client communication, physicians, tax planning, tax prep, young clients,
Podcasts

Leveling Up Tax Planning Through Software with Roger Pine

Understanding the tools advisors can use to be better tax planners.

Topics:
fintech, Holistiplan, Roger Pine, software, tax planning, tax prep, tax resources, Tax returns, tax tools, value-add,