Retirement Tax Services Podcast
Business:Investing
Both Sides of Having an In-house CPA with Michael Henley and Chris Smith, EP. 108
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 professional collaboration, building relationships, and creating strategies that massively benefit clients.
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