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. […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Today’s guest is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective CPAs […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Lisa Niser, an enrolled agent specializing in individuals, small businesses, and tax education. Enrolled Agents, Explained The […]
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. […]
