Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest for this episode is Benjamin Brandt of Retirement Starts Today. Benjamin is an expert on surge scheduling […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Eric Shadowens of DMLO CPAs. Real estate is Eric’s primary focus, and taxes definitely figure in. Education As a Value-add […]
Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Andrew Windham of the College Planning Institute. Andrew’s show, The Educated Freedom Podcast is available to […]
Background “Tax Day” is one of those dates that everyone knows, right? April 15th, every year…or is it? The tax deadline for individual filers is typically April 15th of […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Jim Young, Vice President of Wealth Management at Trilogy Financial. Jim’s been doing tax planning for years; long enough to see the paradigm change significantly. […]
