THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
How the insurance industry is changing, how insurance overlaps with taxes and why your practice should always have your client’s interest first.
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Ross Riskin shares his knowledge on visualizing tax planning, specifically why visuals are so much more impactful than just text alone.
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Advice for ensuring your clients are always prepared for their tax bills, regardless of their business type or income level.
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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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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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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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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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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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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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What to do if your client receives a letter from the IRS.
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