THIS WEEK’S PODCAST
Unlocking the Value of Tax Planning for Advisors Listen
Getting people to move is the biggest challenge
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Systems equal comfort, comfort equals profitability
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Steven and his guest Larry Sprung go big, sharing the largest Roth conversions they've seen
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The best (and worst) ways for financial advisors to seek professional CPA referrals.
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That's something you can do on every single return."
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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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