Podcast Listing

THIS WEEK’S PODCAST

From Insights to Impact: Key Takeaways from Summit 2025 with Steven Jarvis, CPA

Unlocking the Value of Tax Planning for Advisors Listen

Aug 19, 2024

Every Advisor Should Prepare a Tax Return with Jacob DuBose

Topic:

Start With Client Question: “What do you offer in terms of tax planning?”

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Aug 12, 2024

What every financial advisor needs to be delegating with Lisa Seal

Topic:

It's not just about delegating the things you don't want to do.

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Aug 05, 2024

Learning Tax Planning Throughout Your Career with Brent Gargano

Topic:

There's always more than just the technical details.

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Jul 29, 2024

Throwback “Asking the right questions on taxes” – with Meghaan Lurtz

Topic:

The core principles of tax planning are the same regardless of the topic

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Jul 22, 2024

COVID tax fraud that hasn’t ended yet  with Catherine Tindall

Topic:

The core principles of tax planning are the same regardless of the topic

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Jul 15, 2024

37-point checklist for reviewing life insurance? with Tony Steuer

Topic:

The best place to start is by reviewing your own policy!

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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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