Jun 26, 2023
Steven is joined in this episode by a fellow CPA, Tyler Harris, who specializes in working with 8 and 9-figure entrepreneurs to help them not get killed on taxes. The pair discuss a few of the key things that you need to be aware of when it comes to taxes and real estate. You don't need to be an expert or commit the...
Jun 19, 2023
In this episode Matthew Jarvis rejoins the RTS podcast to talk about the new Bonus Edition of his book; Delivering Massive Value. Steven and Matthew share examples of how to effectively communicate with clients on complex topics and where the value in tax planning really comes from (hint: it's not finding the most...
Jun 12, 2023
Much like taxes, rules around student loans are complex and ever changing. Steven is joined by Fred Amrein, CEO and Founder of PayForEd, on this episode to discuss pending changes to student loan programs that are set to take effect later this year. Fred has been at the forefront of helping advisors and taxpayers...
Jun 5, 2023
The enrolled agent (EA) designation is one held by more than a few financial advisors and in this episode Steven interviews Zac Spainhour, an Advisor who has recently become an EA to discuss the designation and what it means for his clients. Zac shares his experience with actually getting the designation and what...