Everyday Business Podcast

Everyday Business Podcast

By Yeo & YeoBusiness
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Everyday Business Podcast episodes

  • Episode 25: Wealth Management Series – Maximizing Social Security Benefits

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 25 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete and Matt discuss Maximizing Social Security Benefits in the sixth in our series focusing on wealth management.

    • When should you start drawing Social Security benefits and planning? (1:40)
  • Visit www.ssa.gov for information to help answer common questions (3:39)
  • Can I earn more by waiting to draw from retirement past age 62? (5:00)
  • Is it always best to wait or are there cases when you should draw early? (7:20)
  • When does someone qualify for Medicare benefits? (10:40)
  • Ways to maximize Social Security benefits (12:45 )
  • The rules of claiming a former spouse (15:54)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    20 min
  • Episode 24: Wealth Management Series – Succession Planning for Business Owners: Safeguarding Your Biggest Asset

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 24 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete and Matt discuss important questions you should consider when building a succession plan, in the final episode of our series focusing on wealth management.

    Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    26 min
  • Episode 23: Wealth Management Series – Tax-Smart Investing and Planning

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 23 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete and Matt discuss Tax-Smart Investing and Planning in the fifth in our series focusing on wealth management.

    • How does tax-smart investing work? (1:44)
  • What kind of difference can tax-smart investing make on investment outcomes? (6:55)
  • How does tax-smart investing differ from tax-smart financial planning? (8:03)
  • Why don’t more financial planners offer more tax-smart investing strategies? (13:45)
  • What should a client look for in a financial professional? (15:49)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    22 min
  • Episode 22: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 22 of Everyday Business, host Peter Bender, tax principal, and leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete and Matt discuss the tax-smart strategies for wealth transferring in the fourth in our series focusing on wealth management.

    • Different types of estate taxes (2:44)
  • How might a changing regulatory environment affect wealth transfer plans? (5:20)  
  • What are some strategies that can be applied not to help minimize state taxes? (8:23)
  • Contributing to a 529 educational savings account and the bunching rule (11:23)
  • Donating appreciated property (13:18)
  • Differences of beneficiaries of a ROTH or traditional IRA (14:24)
  • When should someone look for an estate planning attorney? (15:56)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

     

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    21 min
  • Episode 21: Wealth Management Series – Retirement Plans

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 21 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management., is joined by Kevin Dement, Principal, Client Development, Avantax Retirement Plan ServicesSM and Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete, Kevin and Matt discuss retirement plans, the benefits and challenges that come with them and the many rules and regulations to consider in the third episode in our series focusing on wealth management.

    • What are the main benefits of sponsoring an employee retirement plan? (1:55)
  • What is a fiduciary and the responsibilities of employers (3:04)
  • Rules for employers to follow when it comes to contributions and distributions (5:30)
  • Steps sponsors can take to ensure retirement plans are running smoothly (7:40)
  • Is an investment company or group that oversees the retirement plan recommended for a company? (9:40)
  • How often should a retirement plan be reviewed? (11:30)
  • What does the retirement plan review look like and picking a partner (13:15)
  • How Yeo & Yeo and Avantax work together and the benefits (16:20)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    22 min
  • Episode 20: Multistate Nexus and Tax Exposure

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 20 of Everyday Business, host David Jewell, tax partner in Kalamazoo, is joined by Kelly Brown, a tax manager in our Saginaw office.

    Listen in as David and Kelly discuss tax nexus and exposure, such as income taxes, franchise taxes and gross receipts taxes.

    • Nexus and eliminating the mystery of taxes for businesses crossing state lines (1:30)
  • Nexus and warehouse inventory and Why businesses need to be vigilant of where they are leaving a footprint (2:10)
  • Do businesses have nexus if they don’t have “stuff” in a state? (2:55)
  • Is there a certain dollar amount of sales that it would need to have before this economic nexus is met? (5:50)
  • How do state laws spell out their vague state laws for economic nexus? (7:00)
  • Taxes that business owners are often subject to and surprised by (7:55)
  • What is voluntary disclosure and the alternative? (8:43)
  • What can a business do if they aren’t sure whether they need to be filing in additional jurisdictions? (10:00)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    13 min
  • Episode 19: Wealth Management Series – The Financial Planning Process

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 19 of Everyday Business, host Peter Bender, principal and leader of Yeo & Yeo Wealth Management., is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete and Matt discuss the financial planning process in the second in our series focusing on wealth management.

    • The differences between investors and financial planning partners (1:55)
  • Financial advisor fee structure vs commission based structure (4:06)
  • Yeo & Yeo’s unique financial planning process with Avantax (7:20)
  • The differences in the types of investments (10:05)
  • The GPS (Guidance Planning Strategies) process (12:16)
  • Strategies to help clients make good financial decisions (16:33)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    24 min
  • Episode 18: Wealth Management Series – Inflation and Market Volatility

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 18 of Everyday Business, host Peter Bender, managing principal of the Saginaw office and leader of Yeo & Yeo Wealth Management., is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.

    Listen in as Pete and Matt discuss the inflation and market volatility in the first in our series focusing on wealth management.

    • Causes of inflation (2:10)
  • Why is inflation so much more impactful for those in their retirement years? (5:22)
  • Interest rate increases and how it will infect investors (9:00)
  • What can investors do to offset inflation in their portfolios now? (13:05)
  • What are some things investors can do in volatile times to offset changes in the market? (16:15)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

    Check the background of Pete Bender on FINRA’s BrokerCheck.

    23 min
  • Episode 17: The Cannabis Industry – Part 2

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 17 of Everyday Business, host Thomas O’Sullivan, managing principal and member of Yeo & Yeo’s Cannabis Services Group, is joined by Alex Wilson, senior manager and leader of the Cannabis Services Group.    

    Listen in as Tom and Alex discuss the cannabis industry in Michigan in the second of our two-part podcast series focusing on cannabusiness.

    • Accounting and what owners need to do before opening their doors (1:30)
  • Entity structure and what needs to be in place before starting a business (4:35)
  • How to be successful moving forward. Find your process (6:30)
  • Annual Financial Statement (AFS) filing (8:00)
  • Helping your clients through the maze of regulatory issues (12:10)
  • Why having a trusted advisor is important (14:02)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    17 min
  • Episode 16: The Cannabis Industry – Part 1

    Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.

    Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.

    On episode 16 of Everyday Business, host Thomas O’Sullivan, managing principal and member of Yeo & Yeo’s Cannabis Services Group, is joined by Alex Wilson, senior manager and leader of the Cannabis Services Group.    

    Listen in as Tom and Alex discuss the cannabis industry in Michigan in the first of our two-part podcast series focusing on cannabusiness.

    • How did we get here? The legalization of cannabis in Michigan (1:30)
  • Cannabis industry regulations (3:35)
  • Medical and recreational legalization in Michigan (4:57)
  • Insight on the cannabusiness licensing and vetting process (7:25)
  • The different types of licenses (8:37)
  • Michigan cannabis restrictions (13:30)
  • Federal regulations and how they affect Michigan cannabusiness (16:45)
  • Banking rules (18:15)
  • Important notes for those looking to start a cannabusiness (20:16)
  • Takeaways from part one (23:20)

    • Thank you for tuning in to Yeo & Yeo’s Everyday Business podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

    For more business insights, visit our Resource Center and subscribe to our eNewsletters.

    DISCLAIMER

    The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

    27 min

About Everyday Business Podcast

From the publisher's feed

Welcome to Yeo & Yeo’s podcast. With a century of experience and perspective, we unpack the latest tax, accounting, technology, financial and advisory topics relevant to you and your business.…