Content Library

A trillion-dollar topic you need to understand with Brian Smith

Just like any other planning, it all comes back to client's goals.

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Getting killed on taxes: Equity comp edition with Russell Kroeger

You have to be precise, or it doesn't count.

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Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right

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Impact is more important than taxes with George Stefanou

There is a difference between 'over-solicited' and 'over-served.

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Leveraging time for tax planning with Lloyd Ross

Find things that need to be done, but you don't have to be the one to do them.

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Taxes: You’re standing in your own way! with Mando Sallavanti

I paid my current accountant triple what I paid the last one, and I love it.

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