You want to partner with someone committed to getting things right Listen
Executive Summary: Welcome to the Retirement Tax Services Podcast! Today we begin a special series on estate tax planning. Steven’s guest today is Micah Shilanski CFP®, co-founder of The Perfect […]
ListenExecutive Summary: Welcome to the Retirement Tax Services Podcast! It is Tax Q-and-A Friday and Steven is answering a question submitted by an advisor named Daniel. Daniel’s in a situation […]
ListenExecutive Summary: Welcome to the Retirement Tax Services Podcast! In this episode, Steven looks at interactions between financial planners and other centers of influence (COIs). Everyone hopes for things to […]
ListenWelcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]
Listen