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

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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Sep 12, 2022

But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski

Micah Shilanski, CFP and Attorney Leila Shaver join us on this episode to discuss what is okay (and what is not okay) to converse about with your clients as an advisor.

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Sep 05, 2022

Tax Laws Changed, Or Did They? with Jeffrey Levine

Learn about the tax law changes and how they may affect you.

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Aug 29, 2022

Tax Planning for Non-Retirees with Chad Chubb

Insight into serving clients in unique and highly effective ways.

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