THIS WEEK’S PODCASTIndustry valuations are peaking - act now. 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
It's very difficult to sell a business that isn't growing
Listen
