THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is advisor Matt Fizell of Harmony Wealth. Matt’s niche is a little unusual: His average client isn’t […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! For this Tax Q&A Friday, Steven is answering another listener-submitted question: How should a tax-planning advisor handle clients who do […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest Monday was Andy Panko, a CFP with Tenon Financial. Among other things, Andy mentioned considering how the Premium […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest today is Andy Panko, a CFP with Tenon Financial. Andy hasn’t just dipped a toe in the tax-planning […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday again. As a result, Steven is addressing concerns about rumors of possible retroactive taxes in the […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! In episode 32, How To Articulate Your Tax Planning, Steven began going over the 2020 US individual tax return. This episode continues his focus […]
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Welcome back to the Retirement Tax Services Podcast! Steven’s tackling the 2021 child tax credit today, but he’s not politicking for/against it. Instead, financial advisors need to be warned about […]
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Welcome back to the Retirement Tax Services Podcast! It’s Tax Q&A Friday and Steven has another user-submitted question. An advisor asks about the prospect-meeting process: What are some simple ways […]
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Welcome back to the Retirement Tax Services Podcast! Steven’s guest Monday was financial advisor Ethan Pepper. Ethan’s Silicon Valley clients sometimes have multiple forms of equity compensation. Additionally, alternative minimum […]
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Executive Summary: Welcome to another Tax Q&A episode of the Retirement Tax Services Podcast! Steven’s guest today is CFP Ethan Pepper. Ethan has a client whose tax situation is complicated: She’s got multiple […]
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