Podcast Listing

THIS WEEK’S PODCAST

Finding the right accountant with Claire Gallant and Logan Holman

Complex is not the same as valuable. Listen

Dec 01, 2025

Finding the right accountant with Claire Gallant and Logan Holman

Topic:

Complex is not the same as valuable.

Listen
Nov 24, 2025

Death and Taxes: We all got it wrong with Mike Bennett

Topic:

Estate planning comes down to control.

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Nov 17, 2025

Being tax aware in 2026 with Brooke Cecil

Topic:

Someone has to do all of it; it doesn't have to be YOU!

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Nov 10, 2025

Taxes and Real Estate with Ryan Carriere

Topic:

Income tax on real estate is even more complicated than I thought

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Nov 03, 2025

The Wealth Ladder with Nick Maggiulli

Topic:

What could change if you 10X?

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Oct 27, 2025

CPA to CFP Journey with Jennifer Climo

Topic:

We've thought about getting rid of tax prep.

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Oct 20, 2025

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Topic:

Unlocking the Value of Tax Planning for Advisors

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Oct 06, 2025

Defining Defined Benefit Plans with David Podell

Topic:

It's all about what they can put away.

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Sep 29, 2025

Everything I learned, I learned from a tax return with Mark Cecchini

Topic:

There isn't anything you don't know once you have a tax return.

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Sep 22, 2025

Was Roth a HUGE mistake because of O3BA? with Micah Shilanski, CFP®

Topic:

Tax planning is about the long-term

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