Podcast Listing

THIS WEEK’S PODCAST

What’s the tax deal on oil & gas? with Steve Blackwell

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

Jul 08, 2024

Finding help for all of these value adds? with Brody Rosenfeld

Topic:

It's not going to be a chaotic relationship for long.

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Jul 01, 2024

Turning Prospects to Clients by leading with Taxes with Josh Ross

Topic:

Many taxpayers with a financial advisor AREN'T getting help with taxes.

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Jun 24, 2024

Getting the whole team involved with Jamie Shilanski

Topic:

Nothing beats practice.

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Jun 17, 2024

Tax reporting at the source with Eric Bronnenkant

Topic:

"I'll blame the IRS."

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Jun 10, 2024

An open conversation about in-house taxes with Gary Russell

Topic:

Putting people first makes all the difference.

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Jun 03, 2024

The intersection of tax and law with Mike Payne

Topic:

Getting the right answer for the client is always the right thing to do.

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May 27, 2024

Delegate to Elevate with Lisa Zeeveld

Topic:

"I am a better person because of my virtual assistant"

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May 20, 2024

“Taxes, marketing and compliance” with Marie Swift and Jonny Swift

Topic:

Compliance isn't the enemy if you treat them like part of the team.

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May 13, 2024

Collaboration over competition with Eric Brotman

Topic:

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

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May 06, 2024

Tax planning and surge meetings with Micah Shilanski

Topic:

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

Listen