Oct 30, 2023
In this episode Steven is joined by Derek Pollard, PhD and content specialist for financial advisors to discuss how we can all write better on the topic of taxes. Even if you never want to publish an article or write a book taxes come up all the time and we are constantly getting questions from Advisors on how they can...
Oct 23, 2023
Summary: Roth may feel like a topic that has been done to death but we still constantly get questions from taxpayers AND financial advisors so we are back at it again. Steven is joined this week by Jim Amerman, a CFP whose near sole focus is helping people get Roth conversions done. Recommendations on Roth of course...
Oct 16, 2023
Steven is joined this week by a fellow CPA who specializes in working with business owners, Kelly Rohrs. Kelly provides an overview of the Pass Through Entity (PTE) Tax and why business owners should care about it. Unfortunately like so many other tax areas this is one where we aren't going to make you an expert...
Oct 9, 2023
Listen in as Steven interviews Roger Whitney, host of the Retirement Answer Man podcast. In addition to working with clients through his financial planning practice Roger runs the Rock Retirement Club providing resources and insight to over 1,100 consumers looking to go beyond DIY. Roger has a wealth of experience that...
Oct 2, 2023
This week Steven is joined by Mike Jesowshek, host of the Small Business Tax Savings Podcast and it's one you won't want to miss. The internet is full of headlines on tax planning topics but far too often those headlines are not accompanied by the information you need to actually get things done. Of course we are all...