Why Tax-Planning Myths Are Financial Planners’ Enemy
Executive Summary: Welcome to the Retirement Tax Services podcast! Steven is doing some myth-busting on this Tax Q&A Friday. In fact, he’s tackling half-truths we sometimes repeat as facts—though we’ve never bothered to […]
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Benjamin Brandt Advisor Advice: Find Client Commonalities
Executive Summary: Welcome to another episode of the Retirement Tax Services Podcast! Steven’s guest today is RIA Benjamin Brandt, host of the nationally-spotlighted podcast Retirement Starts Today. Ben is an independent RIA specialized […]
Systems For Valuable Tax Strategies With Dan Cuprill
Executive Summary: Welcome to the Retirement Tax Services Podcast! Steven’s guest today is advisor Dan Cuprill of The Profitable Advisor. As a longstanding financial planner and a teacher, Dan advocates value through better systems. In […]
Taxation Magic Tricks vs. Truth
Executive Summary: Welcome to another Tax Q&A episode of Welcome to the Retirement Tax Services Podcast! Steven’s guest Monday was Frank Murillo of Snowden Lane Partners. One of the questions Frank is most frequently asked […]
How Advisors Should Strategize for RMDs in 2021
Executive Summary: Welcome to the Welcome to the Retirement Tax Services Podcast! Steven’s guest on Monday was Frank Murillo of Snowden Lane Partners. His tax-efficient insights were excellent. In fact, as he discussed his […]