THIS WEEK’S PODCAST
You have to remember this is, first and foremost an investment. Listen
Bob joins Steven to share his thoughts on where the industry is now headed, why things are starting to change and where taxes fit into the mix.
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There's more you can be doing with HSAs.
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Delivering value through tax prep.
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Bringing massive value through tax planning.
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From tax accounting to tax prep collaboration with financial advisors.
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What you need to know to deliver value around Social Security.
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What it looks like to achieve balance—and how to do it!
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How to live a balanced life, work fewer hours, and still take home the same amount of pay.
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What you need to understand about paying your taxes in retirement and mistakes to avoid along the way.
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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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