CPA Firm vs. CFP Practice with Matt Porter

Retirement Tax Services Podcast

Контент предоставлен Prajin and Steven Jarvis. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Prajin and Steven Jarvis 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.

8d ago 28:15

MP3•Главная эпизода

This week on the RTS podcast, Steven is joined by Matt Porter, a financial advisor who has been through 2 CPA practice acquisitions and is happy to share his experience. Matt very openly shares the challenges that acquiring a business can pose and what he's learned along the way. Steven and Matt discuss what should go into the evaluation of whether it makes more sense to find someone to partner with on taxes (like RTS) or to go all in on integrating taxes within a financial planning practice. Whatever route an advisor chooses what's critical is being intentional about being part of taxes being addressed for the clients they serve.

https://zurl.co/9Wtu

114 эпизодов

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