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

Jun 13, 2022

Tax Planning and Practice Efficiency

How to live a balanced life, work fewer hours, and still take home the same amount of pay.

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Jun 06, 2022

“But How Do My Taxes Actually Get Paid in Retirement?”

What you need to understand about paying your taxes in retirement and mistakes to avoid along the way.

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May 30, 2022

Tales from Tax Season-‘Fun’ with States

Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.

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May 23, 2022

Tales from Tax Season – Withholdings and Losses

How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.

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May 16, 2022

Tales from Tax Season

How to deliver value when having tax conversations with clients.

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May 09, 2022

Tax Planning and Business Owners

How to communicate effectively so that your clients can make informed decisions.

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