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Retirement Tax Services Podcast

Jun 17, 2024

This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and...


Jun 10, 2024

This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of...


Jun 3, 2024

In this week's episode Steven is joined by a fellow CPA who happens to also be a lawyer, Mike Payne. Mike is an incredibly forward thinking firm owner who has embraced providing comprehensive services to clients for years. And not the "comprehensive" buzzword so often used in the industry but an actual example of the...


May 27, 2024

Steven is joined this week by Lisa Zeeveld, CFO of Belay Solutions to talk about how Financial Advisors can do more professionally and personally by leveraging a great assistant. Lisa and Steven share their own experiences using VAs, reservations they had, surprising successes and why there is no going back once you've...


May 20, 2024

This week we are taking a detour from technical tax topics and talking about how to get your tax planning message out there to prospective clients. Steven is joined by Marie Swift and Jonny Swift from Impact Communications to cover a variety of topics including how client testimonials can be compliantly used and...