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

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.

Listen
May 16, 2022

Tales from Tax Season

How to deliver value when having tax conversations with clients.

Listen
May 09, 2022

Tax Planning and Business Owners

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

Listen
May 02, 2022

Tax Mistakes and Resources to Fix Them

How to ensure you are providing rock-star level value to clients through offering appropriate and strategic tax planning.

Listen
Apr 25, 2022

Tax Mistakes

How you can improve the relationship between Tax Planner and Advisor (regardless of which title you fall under).

Listen
Apr 18, 2022

Getting to ‘Why’ and Asking Great Questions

The value in setting up a legacy plan for your clients and how to collaborate with others to ensure the best outcome.

Listen
Apr 11, 2022

Dreaming ‘Net’ of Taxes

Natalie joins the show to discuss how she helps her clients to get clear on what that ‘net’ dream really looks like.

Listen
Apr 04, 2022

Taxes and Retirement Plans

Jeremy Keil shares several insights from his own practice as well as a couple of ways that he helps clients get value from the process.

Listen
Mar 28, 2022

Tax Planning Beyond Roth Conversions

John Scherer, Founder of Trinity Financial Planning, joins the show to discuss how he shares the value of tax planning with his clients.

Listen
Mar 21, 2022

Getting Clear on Your Tax Process, Then Adding Software

Taylor Schulte joins the show to discuss the ins and outs of tax software, specifically how to be more intentional around it.

Listen