THIS WEEK’S PODCAST
The hype won't necessarily translate to the tax return. Listen
How to make the most of your 401(k).
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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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