Podcast Listing

THIS WEEK’S PODCAST

Prepping Tax Returns as a Financial Advisors with Knight Coleman

"I always start with why" Listen

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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Sep 23, 2024

Breaking Planning Silos with Emily Millsap

Topic:

Let's all talk so we make sure everything is taken care of

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Sep 16, 2024

Getting everyone a seat at the table with Bryan Eberle

Topic:

Same question, different professional, different answer

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Sep 09, 2024

Chat with a former IRS Special Agent with Robert Nordlander

Topic:

IRS agents are people too

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Sep 02, 2024

“The Power of Education” with Robin Henager Greene

Topic:

Education is great, but hands-on experience is always powerful!

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