Congratulations! You’ve Got Your Client’s Tax Return… Now What?

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 […]

How to Succeed by Advising Smaller Business Clients

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 […]

Being A Tax Resource, NOT The Source Of All Tax Knowledge

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 […]

5 Things Taxpayers Get Wrong When Itemizing Deductions

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.   […]

A Different Approach To Working With Tax Preparers

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 […]

Working with CPAs and Pending Tax Legislation

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 […]