Podcast Listing

THIS WEEK’S PODCAST

What’s the tax deal on oil & gas? with Steve Blackwell

You have to remember this is, first and foremost an investment. Listen

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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Nov 20, 2023

Taxes and Legos with Kyle Gabhart

Topic:

You have to know whether you are building a SpaceX Rocket or the Hogwarts Castle.

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Nov 13, 2023

Tax Analogies and 2026 with Derek Mazzarella

Topic:

"Action is more important than getting things 'just right'’

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Nov 06, 2023

Divorce and taxes (too bad you can’t break up with the IRS)with Amy Irvine

Topic:

Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.

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Oct 30, 2023

Everyone writes about taxes, but how well? with Derek Pollard, PhD

Topic:

There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.

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Oct 23, 2023

 Yes! We’re still talking about Roth (and you should be too) with Jim Amerman

Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.

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Oct 16, 2023

What the heck is PTE Tax? with Kelly Rohrs

Topic:

Every state does it different, there are no rules of thumb.

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Oct 09, 2023

Following the yellow brick road on taxes with Roger Whitney

Topic:

You should always run from anyone who thinks their solution is always the answer. Tax planning has to be personal.

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