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Retirement Tax Services Podcast

Feb 27, 2023

Financial Advisor and podcast host Larry Sprung of Mitlin Financial joins Steven on the show to talk about what tax planning looks like in his practice. Larry shares how he gets his team involved, the things he is on the look out for to identify tax planning opportunities and why he feels taxes are so important. Steven...


Feb 13, 2023

In today's episode, Steven interviews Ben Verwys, the son of a CPA who wanted nothing to do with taxes...only to end up incorporating tax planning in everything he does. Listen in as Ben shares how he went from running away from taxes to realizing the value and impact tax planning can have in a client's life. Steven...


Feb 6, 2023

In this episode returning guest Micah Shilanski shares the steps he has taken to build a tax process that his whole team can help with. Listen in as Steven and Micah discuss how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality. As a bonus, Micah...