Podcast Listing

THIS WEEK’S PODCAST

Tactically Using Taxes for Lead Gen with Hillary Gale

You have to remember this is, first and foremost an investment. Listen

Dec 02, 2024

Where it all began

Topic:

The best (and worst) ways for financial advisors to seek professional CPA referrals.

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Nov 25, 2024

The Tax Elephant in the Room with Matthew Jarvis

Topic:

Yes, we are brothers

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Nov 18, 2024

The Tax Nitty Gritty with James Comblo

Topic:

That's something you can do on every single return."

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Nov 11, 2024

Ignore the IRA RMD rules!

Topic:

The tax code is written in pencil!

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Nov 04, 2024

Yep, I got audited

Topic:

I don't have a moment of fear or panic when I hear from the IRS because of my approach to taxes using the straight-face test."

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Oct 28, 2024

Talking Taxes with Clients with Joshua Horton

Topic:

I have a crystal ball, it's just broken

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Oct 21, 2024

Getting practical on taxes

Topic:

Tax planning only counts if it gets reported correctly

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Oct 14, 2024

Throwback: Tax planning and surge meetings with Micah Shilanski

Topic:

Tax planning is like a game of telephone with your client stuck in the middle.

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Oct 07, 2024

CPA Firm vs. CFP Practice with Matt Porter

Topic:

I don't know how you can do financial planning without touching taxes

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Sep 30, 2024

Taxes and Business Sales with Ted Jenkin

Topic:

It's very difficult to sell a business that isn't growing

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