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

In this episode, Steven is joined by John Pastore, Executive Vice President of Integrated Partners. John has been on the Integrated team for 25 years, basically since day 1, and has seen the incredible progress over time that Integrated has achieved. Their approach is to match CPAs with financial advisors through formal partnerships that help the advisor and the CPA grow their businesses. And, of course, it allows everyone to provide an elevated experience to their clients. Listen in as John and Steven share their experience with what makes great professional relationships and partnerships.

https://zurl.co/8aKV0

This is a throwback to one of our most popular episodes from last year—because who doesn’t love a good discussion about Roth conversions? In this episode, Financial Advisor and podcast host Larry Sprung of Mitlin Financial joined Steven on the show to talk about what tax planning looks like in his practice. Larry shared how he gets his team involved, the things he is on the lookout for to identify tax planning opportunities, and why he feels taxes are so important. Steven and Larry also discuss using tax planning to help build relationships with CPAs and deliver value to clients.

https://zurl.co/QZOtB