Podcast Listing

THIS WEEK’S PODCAST

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

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

Dec 19, 2022

No, Every Advisor Isn’t Doing Tax Planning, But Yes, They Should. With David Rae

How to incorporate taxes into your financial plans as an advisor and the importance of building a solid relationship between an advisor and a CFP.

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Dec 12, 2022

But What Is RTS Anyways?

Exactly who Retirement Tax Services is, how it began as a company, and how it continues to bridge the gap between tax professionals, financial advisors, and their mutual clients.

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Dec 05, 2022

CPA Wisdom on Getting Ready for Tax Filing Season With Johnna Long

Several things you can do to be prepared for the end of the year and tax filing season, including some missteps to avoid along the way.

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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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