An Open Conversation About In-house Taxes With Gary Russell Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Retirement Tax Services Podcast « »
An open conversation about in-house taxes with Gary Russell

2M ago 30:14

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MP3•Beranda episode

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simply sharing a company name. Steven and Gary provide examples of what does and doesn't work in the real world and provide action items that any advisor can take to level up on tax planning. https://zurl.co/Q6fJ

… continue reading

114 episode

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

Artwork

An open conversation about in-house taxes with Gary Russell

Retirement Tax Services Podcast

11 subscribers

published 2M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Prajin and Steven Jarvis. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Prajin and Steven Jarvis atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

This week's episode is a great discussion between Steven and Gary Russell, a founding partner of Helium Advisors, about what it really takes to build strong relationships between CFPs and CPAs. Gary shares his first-hand experience with having tax team members in-house, buying accounting firms, and the importance of really building a team, not simply sharing a company name. Steven and Gary provide examples of what does and doesn't work in the real world and provide action items that any advisor can take to level up on tax planning. https://zurl.co/Q6fJ

… continue reading

114 episode

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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