Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Контент предоставлен Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®
Manage episode 300112150 series 2639281
Контент предоставлен Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.
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27 эпизодов
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Manage episode 300112150 series 2639281
Контент предоставлен Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.
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27 эпизодов
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
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continue reading
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