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

Jan 03, 2022

Preventing Tax Return Amendments

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Dominique Henderson, the founder of DJH Capital Management and The Jumpstart Coaching Lab. Much of his […]

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Dec 27, 2021

Taxes And Surge Meetings

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest for this episode is Benjamin Brandt of Retirement Starts Today. Benjamin is an expert on surge scheduling […]

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Dec 20, 2021

Rentals And Tax Planning

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Eric Shadowens of DMLO CPAs. Real estate is Eric’s primary focus, and taxes definitely figure in. Education As a Value-add […]

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Dec 13, 2021

How College Planning Impacts Advising Clients

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Andrew Windham of the College Planning Institute. Andrew’s show, The Educated Freedom Podcast is available to […]

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Dec 06, 2021

The Evolution Of Tax Return Reviews

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Jim Young, Vice President of Wealth Management at Trilogy Financial. Jim’s been doing tax planning for years; long enough to see the paradigm change significantly. […]

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Nov 29, 2021

How to Succeed by Advising Smaller Business Clients

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). There’s more to Michael […]

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Nov 22, 2021

Being A Tax Resource, NOT The Source Of All Tax Knowledge

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Derek Tharp, Ph.D., CFP®, CLU® founder of Conscious Capital. Derek is also the lead researcher for Kitces.com […]

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Nov 15, 2021

A Different Approach To Working With Tax Preparers

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Today’s guest is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being […]

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Nov 08, 2021

Working with CPAs and Pending Tax Legislation

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective CPAs […]

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Nov 01, 2021

Talking Tax With an Enrolled Agent

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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is Lisa Niser, an enrolled agent specializing in individuals, small businesses, and tax education. Enrolled Agents, Explained The […]

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