Retirement Tax Services Podcast
Business:Investing
In this episode Steven is joined by the author of The Inheritance Playbook, Chad Holmes. This book is written for consumers and puts a little bit of humor and a lot of great insight into a very challenging topic. Chad shares why it was important to him to write this book and the impact these strategies have on clients. Death and taxes are both inevitable and Steven and Chad share their perspectives on how advisors can make an impact in both of these areas.
https://zurl.co/fmBO
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The intersection of tax and law with Mike Payne
Delegate to Elevate with Lisa Zeeveld
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Collaboration over competition with Eric Brotman
Tax planning and surge meetings with Micah Shilanski
Throwback: “Taxes and investing - a deep dive” with John Wilson and Joe Hohn
“The Retirement Planning Guidebook” with Dr. Wade Pfau
Yes, we're brothers with Matthew Jarvis
“Healthy” side of taxes with Christine Simone
Becoming a Tax Strategist with Derrick Kinney
Life milestones that are crucial to taxes with Philipp Hecker
What should a "tax advisor" actually do? with Wendy Barlin
Going beyond the basics with Mark Myers
What the heck is "tax resolution"? with Kristine Stevenson
Between two tax pros with Michael Eckstein
Taxes for the unexpectedly self-employed with Ben Lake
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