Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right Listen

Nov 28, 2022

Tax Preparer and CFP with Jason Speciner

Jason Speciner will discuss the shift in his practice that he has seen since bringing tax preparation in-house and the hurdles he and his team have faced along the way.

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Nov 21, 2022

Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP

Jamie Shilanski, CFP, will be sharing her experience working with CPAs and how she has created the ultimate tax planning strategy for her clients.

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Nov 14, 2022

Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP

What to be aware of when it comes to taxes as a business owner because a one-size-fits-all approach never works.

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Oct 24, 2022

Writing the Book on Solo 401(k)s with Sean Mullaney

The importance of education and communication with your clients to ensure they never miss out on tax planning opportunities.

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Oct 10, 2022

Going From the Client Seat to the Advisor Seat With Jacob Turner

The importance of communicating to your clients in a way that they understand and why it is essential to coordinate with the other people involved in your client's team, whether that be the CPA or the advisor.

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Sep 26, 2022

Bringing Taxes In-house Then Bringing in a Tax Partner With Dean Barber

Dean Barber joins the show to share his experience with including tax planning in his financial planning firm and why he believes it is essential for every advisor to consider doing the same.

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