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
“Can we just make getting tax returns a requirement?” With Jeremy Straub
Tech in the Financial Planning World
You did a Roth conversion for how much!?!
Iterating on tax planning
What "tax planning" actually looks like in an FA office, Ep. 124
Taking Action on Tax Planning with Matt Jarvis, CFP, Ep. 123
Writing the Book on Taxes (Literally), Ep. 122
Taking Action on SECURE 2.0, Ep. 121
Taxes and Content Creation with Broc Buckles & Peter Ciravolo, Ep. 120
Visualizing Tax Planning with Ross Riskin, Ep. 119
But How Is My LLC Taxed? With Micah Shilanski, Ep. 118
No, Every Advisor Isn't Doing Tax Planning, But Yes, They Should. With David Rae, Ep. 117
But What Is RTS Anyways?, Ep. 116
CPA Wisdom on Getting Ready for Tax Filing Season With Johnna Long, Ep. 115
Tax Preparer and CFP with Jason Speciner, Ep. 114
Tax Planning for Business Owners (Part 2) With Jamie Shilanski, CFP, Ep. 113
Tax Planning for Business Owners (Part 1) With Jamie Shilanski, CFP, Ep. 112
Communicating with the IRS with Micah Shilanski, CFP, Ep. 111
Does Everyone Do Tax Planning Already? With Steven Atkinson, Ep. 110
Writing the Book on Solo 401(k)s with Sean Mullaney, Ep. 109
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