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

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.

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Apr 29, 2024

Throwback: “Taxes and investing – a deep dive” with John Wilson and Joe Hohn

Topic:

"There is more to tax-efficient investing than simply choosing an ETF."

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Apr 22, 2024

 “The Retirement Planning Guidebook” with Dr. Wade Pfau

Topic:

You have to start with the basics and layer on complexity.

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Apr 15, 2024

Yes, we’re brothers with Matthew Jarvis

Topic:

It's easy to forget that people don't know things unless you tell them.

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Apr 08, 2024

 “Healthy” side of taxes  with Christine Simone

Topic:

Every money decision has a tax impact, and that's especially true for healthcare cost.

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