Oct 31, 2022
Today we have a two-Steven show because Steven Atkinson from Buckingham Strategic Partners joins us to share his perspective on why taxes are such an important topic for financial advisors. Listen in to hear about the history of tax planning at Buckingham and why the tax part of financial advising started as such an...
Oct 24, 2022
Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, where he offers fiduciary, fee-only, and advice-only financial planning. Sean established Mullaney Financial & Tax after a lengthy career in public accounting, and as a CPA himself, he understands the need for tax planning when preparing...
Oct 17, 2022
Having an in-house CPA is a valuable situation for advisors to be in, but the partnership has to be set up in the right way. In this episode, tax professional Chris Smith and financial advisor Michael Henley join the show to share their different sides of the experience. They have some really helpful insight into...
Oct 10, 2022
With personal experience on how to build out sustainable lifestyles that offer long-term security, Jacob Turner, founding partner at JL Strategic Wealth, uses the insights he has gained as a former Major League Baseball player to better counsel his clients on their individual life cycles. Today he joins the show to...
Oct 3, 2022
Joining Steven on the show today is a fellow CPA, Ben Dorsey, who specializes in helping businesses with tax credits. With years of experience in tax compliance, Ben sheds light on how to best approach the Employee Retention Credit, how it differs from the PPP loans, and how to take full advantage of it if you qualify....