Podcast Listing

THIS WEEK’S PODCAST

Tactically Using Taxes for Lead Gen with Hillary Gale

You have to remember this is, first and foremost an investment. Listen

Jun 30, 2025

Tactically Using Taxes for Lead Gen with Hillary Gale

Topic:

You have to remember this is, first and foremost an investment.

Listen
Jun 23, 2025

What’s the tax deal on oil & gas? with Steve Blackwell

Topic:

You have to remember this is, first and foremost an investment.

Listen
Jun 16, 2025

A trillion-dollar topic you need to understand with Brian Smith

Topic:

Just like any other planning, it all comes back to client's goals.

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Jun 09, 2025

Getting killed on taxes: Equity comp edition with Russell Kroeger

Topic:

You have to be precise, or it doesn't count.

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Jun 02, 2025

Special Guest Jason Wenk, CEO of Altruist

Topic:

You want to partner with someone committed to getting things right

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May 26, 2025

Impact is more important than taxes with George Stefanou

Topic:

There is a difference between 'over-solicited' and 'over-served.

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May 19, 2025

Leveraging time for tax planning with Lloyd Ross

Topic:

Find things that need to be done, but you don't have to be the one to do them.

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May 12, 2025

Taxes: You’re standing in your own way! with Mando Sallavanti

Topic:

I paid my current accountant triple what I paid the last one, and I love it.

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May 05, 2025

Leveling up through partnerships with Gideon Drucker

Topic:

You have to be willing to hold people accountable; building relationships is a commitment.

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Apr 28, 2025

Shut up and listen! with Matt Halloran

Topic:

If you can't explain something in 3 minutes, you're not as smart as you think you are

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