THIS WEEK’S PODCAST
Complex is not the same as valuable. Listen
The best (and worst) ways for financial advisors to seek professional CPA referrals.
Listen
That's something you can do on every single return."
Listen
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."
Listen
I have a crystal ball, it's just broken
Listen
Tax planning only counts if it gets reported correctly
Listen
Tax planning is like a game of telephone with your client stuck in the middle.
Listen
I don't know how you can do financial planning without touching taxes
Listen
