THIS WEEK’S PODCAST
Why would we ever use hypothetical numbers when we have so many real-world examples? Listen
The core principles of tax planning are the same regardless of the topic
Listen
The core principles of tax planning are the same regardless of the topic
Listen
The best place to start is by reviewing your own policy!
Listen
It's not going to be a chaotic relationship for long.
Listen
Many taxpayers with a financial advisor AREN'T getting help with taxes.
Listen
Nothing beats practice.
Listen
Putting people first makes all the difference.
Listen
Getting the right answer for the client is always the right thing to do.
Listen
"I am a better person because of my virtual assistant"
Listen
