Podcast Listing

THIS WEEK’S PODCAST

Special Guest Jason Wenk, CEO of Altruist

You want to partner with someone committed to getting things right Listen

Jan 29, 2024

Psychology and Taxes with Ashley Quamme

Topic:

You are definitely the least boring CPA.

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Jan 22, 2024

New Money New Problems with Brenton Harrison

Topic:

"Taxes HAVE to be part of the discussion"

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Jan 15, 2024

Tax Planning and the military with Brandon Lovingier

Topic:

Tax planning has to be specific to the client situation, generic advice doesn't work.

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Jan 08, 2024

Prospecting, Tax Planning and making the most out of 2024 with Jeremiah Desmarais

Topic:

Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.

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Jan 01, 2024

Premium Tax Planning for Premium Fees with Patrick Lonergan

Topic:

Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.

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Dec 25, 2023

The emotional side of taxes with Christine Luken

Topic:

You have to be able to help clients turn down the emotional volume.

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Dec 18, 2023

The other “least” boring CPA with Bob Wheeler

Some taxpayers are embarrassed to share the details of their tax life so you have to get the actual tax return as an Advisor.

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Dec 11, 2023

Tax Planning Summit Takeaways (and sneak peak for 2024) with Matthew Jarvis

Topic:

"There is so much power in learning from other people who are actively 'doing'"

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Nov 27, 2023

The evaluation of tax planning with special guest Michael Kitces

Topic:

Can you really be 'comprehensive' if you're still looking for new value to add?

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