
Sign up to save your podcasts
Or
Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provide entity planning services for free, how to create a process to monetize these services, and the key compliance considerations firms need to be aware of. If you're looking to increase revenue from existing clients while providing them with significant tax savings, this is an episode you won’t want to miss!
4.9
8484 ratings
Entity planning is a powerful yet often overlooked revenue opportunity for accounting professionals. In this episode, Michelle Weinstein welcomes Paul Hamann, an expert in reasonable compensation and the founder of RCReports, to discuss how firm owners can stop leaving money on the table. Paul shares valuable insights on why many accountants provide entity planning services for free, how to create a process to monetize these services, and the key compliance considerations firms need to be aware of. If you're looking to increase revenue from existing clients while providing them with significant tax savings, this is an episode you won’t want to miss!
255 Listeners
73 Listeners
85 Listeners
114 Listeners
4,385 Listeners
338 Listeners
43 Listeners
24 Listeners
23 Listeners
9 Listeners
15 Listeners
11 Listeners
19,479 Listeners
54 Listeners
28 Listeners