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Retirement Tax Services Podcast

Retirement Tax Services Podcast

Business:Investing

What the heck is PTE Tax? with Kelly Rohrs

What the heck is PTE Tax? with Kelly Rohrs

2023-10-16
Download Right click and do "save link as"

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 with the first conversation but we can give you questions to ask and consider so you can work with your clients (or your own tax professional) to make sure you are making great decisions for your specific situation.

https://bit.ly/3PZamk5

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