Turn CPAs Into Referral Sources
Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.
Taxes And Surge Meetings
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest for this episode is Benjamin Brandt of Retirement Starts Today. Benjamin is an expert on surge scheduling […]
Rentals And Tax Planning
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Eric Shadowens of DMLO CPAs. Real estate is Eric’s primary focus, and taxes definitely figure in. Education As a Value-add […]
Advisor Alert: IRS “Dirty Dozen” of Tax Fraud
Background: IRS Fraud Themes Fraud is an unfortunate fact of life. Taxes are not an exception to the prevalence of identity theft today. In fact, every year the […]
How College Planning Impacts Advising Clients
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Andrew Windham of the College Planning Institute. Andrew’s show, The Educated Freedom Podcast is available to […]
Crucial IRS Deadlines That Taxpayers Miss
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 […]