• Kicking off the new year! with Kevin Thompson

  • 2025/01/06
  • 再生時間： 31 分
  • ポッドキャスト

Kicking off the new year! with Kevin Thompson

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  • To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning and Kevin's experience with incorporating the topic into his client service model.

    https://zurl.co/Koiyv
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あらすじ・解説

To kick off the new year, Steven is joined by a fellow podcaster and financial advisor, Kevin Thompson. Kevin shares his experience with becoming an Enrolled Agent to just skip the conversation about "is it tax planning or is it tax advice" and jump straight to helping his clients the best way he can. Steven and Kevin share examples of how Advisors can be proactive on tax planning and Kevin's experience with incorporating the topic into his client service model.

https://zurl.co/Koiyv
続きを読む 一部表示

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