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Ep. 10 - Proactive Tax Planning with Karen Ross, EA
In this episode, we sit down with Karen Ross, Enrolled Agent and partner at Palermo, Landsman & Ross, P.A., to explore her extensive experience in tax compliance and dispute resolution. With over two decades of expertise, Karen shares her thoughts on effective tax planning for entrepreneurs, businesses, and families. We also dive into her proactive approach to planning, an approach that resonates with how we guide our clients to anticipate challenges and make strategic financial decisions.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandco
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
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By R.M. Wade & Company, Ltd.In this episode, we sit down with Karen Ross, Enrolled Agent and partner at Palermo, Landsman & Ross, P.A., to explore her extensive experience in tax compliance and dispute resolution. With over two decades of expertise, Karen shares her thoughts on effective tax planning for entrepreneurs, businesses, and families. We also dive into her proactive approach to planning, an approach that resonates with how we guide our clients to anticipate challenges and make strategic financial decisions.
www.rmwadeco.com
Follow us on Instagram: @rmwadeandco
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com]1 to learn more.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.