Podcast Listing

THIS WEEK’S PODCAST

CPA to CFP Journey with Jennifer Climo

We've thought about getting rid of tax prep. Listen

Oct 27, 2025

CPA to CFP Journey with Jennifer Climo

Topic:

We've thought about getting rid of tax prep.

Listen
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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Sep 15, 2025

Annuities in the real world with Brian Smith

Topic:

At THAT time, it was appropriate

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Sep 08, 2025

Tax filing season after a big, beautiful law change with Brad Wooten, CPA

Topic:

The hype won't necessarily translate to the tax return.

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Sep 01, 2025

Tax and Estate planning: the default won’t cut it with David Haughton

Topic:

Tax and estate planning are ripe for missing nuance.

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Aug 25, 2025

 “Accidentally” buying a tax practice with TJ Bruce

Topic:

"You're still going to do my taxes...right?"

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Aug 18, 2025

The new “pictures or it didn’t happen” with Parker Ence

Topic:

It's all about creating better client outomces.

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