THIS WEEK’S PODCASTWhat it really takes for RIAs to move from interest in alts to real-world implementation without running into compliance issues. Listen
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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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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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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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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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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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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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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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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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. […]
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Executive Summary: Welcome back to the Retirement Tax Services Podcast! Steven’s returning guest today is Micah Shilanski CFP®, co-founder of The Perfect RIA. Micah recently took some offline time to recharge—but his team […]
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