Podcast Listing

THIS WEEK’S PODCAST

Delivering Massive Value means living in reality with John Poole

People think they know their numbers, the reality is they're usually wrong Listen

Mar 25, 2024

Becoming a Tax Strategist with Derrick Kinney

Topic:

You need to be qualified AND memorable.

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Mar 18, 2024

Life milestones that are crucial to taxes with Philipp Hecker

Topic:

You have to start by understanding who you want to be and to whom.

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Mar 11, 2024

What should a “tax advisor” actually do? with Wendy Barlin

Topic:

Proactively calling clients is one of the best ways to change their experience.

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Mar 04, 2024

Going beyond the basics with Mark Myers

Topic:

You've got to take care of the basics first, but there is more out there.

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Feb 26, 2024

What the heck is “tax resolution”?  with Kristine Stevenson

Topic:

I'm DIYer, I'm all about that but there are limits and it's important to know what they are.

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Feb 19, 2024

Between two tax pros with Michael Eckstein

Topic:

Sometimes the basic stuff is the best stuff.

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Feb 12, 2024

Taxes for the unexpectedly self-employed with Ben Lake

Topic:

This has to be situation-specific. Seemingly similar situations can have polar opposite recommendations.

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Feb 05, 2024

All those “employee” benefits and how to think about them with Chris Gaddis

Topic:

Just giving your employees more money doesn’t necessarily solve their problems.

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Jan 29, 2024

Psychology and Taxes with Ashley Quamme

Topic:

You are definitely the least boring CPA.

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Jan 22, 2024

New Money New Problems with Brenton Harrison

Topic:

"Taxes HAVE to be part of the discussion"

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