Content Library
Podcasts

Writing the Book on Solo 401(k)s with Sean Mullaney

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

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

Going From the Client Seat to the Advisor Seat With Jacob Turner

The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.

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

COVID-19 Tax Credits That Are Still Available with Benjamin Dorsey

How to approach the Employee Retention Credit.

Topics:
advisors, Benjamin Dorsey, CPA, elligibility, financial advisors, forms, pandemic recovery, tax advice, tax credit, tax planning, tax prep,
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,