Jan 30, 2023
Taking complicated tax issues and making them simple for clients is essential if you want them to actually take action. So, how can we break down these complex topics in a way that is digestible? In this episode, Steven is joined by Matthew Jarvis to discuss how to help your clients by using plain language and avoiding...
Jan 23, 2023
Everyone is expected to pay taxes, but unfortunately, most people are not taught what that process entails. Most of what people know about taxes is that it is a large sum of money they pay off every paycheck, and they are hopeful of getting some of this money back at the end of the financial year. With the constant...
Jan 16, 2023
Several years after the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 brought the first major changes to the U.S. retirement system in over a decade, more updates have been made. The SECURE Act 2.0. has brought largely good news for many people, giving them a better chance for retirement...
Jan 9, 2023
Purchasing insurance was once a rigid and unpleasant experience, usually including meeting with an agent and being sold to for the next hour without a clear understanding of what's really needed. But now, in an effort to better serve informed consumers and differentiate their businesses, insurance brokerages are...
Jan 2, 2023
Visuals are a great tool for improving our client's understanding of complicated topics and elevating levels of trust between CPA and client. Unfortunately, although we know visualization is incredibly helpful, many advisors and tax professionals don’t actually know how to use it in their practice. Today, Ross Riskin,...