Executive Summary: Welcome back to the Retirement Tax Services Podcast! In episode 32, How To Articulate Your Tax Planning, Steven began going over the 2020 US individual tax return. This episode continues his focus […]
Welcome back to the Retirement Tax Services Podcast! Steven’s tackling the 2021 child tax credit today, but he’s not politicking for/against it. Instead, financial advisors need to be warned about […]
Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways […]
Welcome back to the Retirement Tax Services Podcast! Steven’s guest Monday was financial advisor Ethan Pepper. Ethan’s Silicon Valley clients sometimes have multiple forms of equity compensation. Additionally, alternative minimum […]
Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
Executive Summary: Welcome to another Tax Q&A episode of the Retirement Tax Services Podcast! Steven’s guest today is CFP Ethan Pepper. Ethan has a client whose tax situation is complicated: She’s got multiple […]
