All Things Social Security with Devin Carroll
What you need to know to deliver value around Social Security.
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Finding Balance with Dr. Travis Parry
What it looks like to achieve balance—and how to do it!
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Tax Planning and Practice Efficiency
How to live a balanced life, work fewer hours, and still take home the same amount of pay.
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“But How Do My Taxes Actually Get Paid in Retirement?”
What you need to understand about paying your taxes in retirement and mistakes to avoid along the way.
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Tales from Tax Season-‘Fun’ with States
Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
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Tales from Tax Season – Withholdings and Losses
How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
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