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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.
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Tax planning and surge meetings with Micah Shilanski

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Manage episode 416724649 series 2940942
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.

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take action on. They of course nerd out on all things Roth and share opportunities for Advisors to get more involved so be sure and listen through to the end.

https://zurl.co/EEmC

  continue reading

114 episode

Artwork
iconBagikan
 
Manage episode 416724649 series 2940942
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.

Fresh off of the spring surge and the tax filing deadline Steven Jarvis, CPA is joined once again by Micah Shilanski, CPF (r) to talk about tax planning in the real world. Micah and Steven both share recent experiences with clients and best practices on communicating the complexities of tax planning in a way that clients will remember and take action on. They of course nerd out on all things Roth and share opportunities for Advisors to get more involved so be sure and listen through to the end.

https://zurl.co/EEmC

  continue reading

114 episode

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