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. […]
Background Our team is continually reviewing tax returns for our Members. Believe it or not, we really enjoy it. We may be nerdier than most, but a tax return […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). There’s more to Michael […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Derek Tharp, Ph.D., CFP®, CLU® founder of Conscious Capital. Derek is also the lead researcher for Kitces.com […]
Background Everyone is interested in lowering their taxable income. The desire to personally pay less might be one of the few views consistently shared across all political party lines. […]
