THIS WEEK’S PODCASTIndustry valuations are peaking - act now. Listen
Getting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
Listen
Tech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.
Listen
Steven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.
Listen
Where ever you currently are with tax planning, keep iterating.
Listen
How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.
Listen
How to help your clients take action on their taxes.
Listen
The common myths tax players believe that may end up costing them money.
Listen
Several highlights of the new law and explanations of what this means for you and your clients.
Listen
How the insurance industry is changing, how insurance overlaps with taxes and why your practice should always have your client’s interest first.
Listen
Ross Riskin shares his knowledge on visualizing tax planning, specifically why visuals are so much more impactful than just text alone.
Listen
