Tax Reporting At The Source With Eric Bronnenkant 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.

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Tax reporting at the source with Eric Bronnenkant

2M ago 24:14

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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 Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on.

https://zurl.co/E1Ar

… continue reading

114 episode

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

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Tax reporting at the source with Eric Bronnenkant

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 Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on.

https://zurl.co/E1Ar

… continue reading

114 episode

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

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