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

In this episode, Steven is joined by Ted Jenkin, President at Exist Stage Left Advisors and a former financial advisor who grew and sold his practice before helping countless other business owners do the same. Ted and Steven discuss several aspects of business sales, including why a business owner (financial advisor or otherwise) should be thinking about and preparing for a sale YEARS before it ever happens. Ted also shares insight on business valuations, and why so many of them are useless, and steps that every business owner can take to improve their business no matter how far a sale they are.

https://zurl.co/8VuX

In this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that can help clients pursue their financial goals. Every client situation is different but by having (and constantly improving) great systems, Emily can help ensure her team is understanding client goals and then recommending tax-planning strategies designed to support their short- and long-term needs.

https://zurl.co/iWlV

Steven is joined this week by Bryan Eberle of Nepsis Inc. Bryan spent decades working in and around the CPA world before joining a wealth management firm to oversea the integration of tax into their client service. Bryan shares insight from working with over 250 CPA firms throughout his career about the power of making sure everyone has a seat at the table when it comes to effectively serving clients and making sure their specific goals are ultimately accomplished.

https://zurl.co/SapV

In this episode Steven is joined by CPA, CFE and former IRS Special Agent Robert Nordlander to dive into the word of criminal enforcement around taxes. Robert shares from his years of experience working for the IRS and working with taxpayers since leaving the IRS and provides incredible insight and wisdom into all things taxes. Plenty of people are afraid of the IRS, but for the average tax payer that fear is likely misplaced and Steven and Robert talk about the realities of when taxes can become criminal. Robert spends a lot of time educating taxpayers including having written multiple books.

https://zurl.co/db9t

In this episode, Steven is joined by Dr. Robin Henager from Whitworth University where Steven used to be an adjunct professor. Steven and Robin discuss the power of education in leveling up as a financial advisor and the overlap of theoretical and practical learning in the real world. Dr. Henager shares the approach Whitworth takes to making sure that their learning is based in reality and not just in textbooks. She also shares when it makes the most sense in a financial advisor's career to pursue higher education.

https://zurl.co/dIRI

In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice.

https://zurl.co/Yntc

In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career.

https://zurl.co/5nRG

In this episode Steven is joined by Lisa Seal, Chief Revenue Officer at Belay. Steven and Lisa share their experiences using virtual assistance to elevate what they do in business and in life. Lisa shares the background of Belay, their origin story and what they have grown to today by helping tens of thousands of leaders be at their best by applying expert level skills to tasks that many would see as a nuisance. Belay was also kind enough to provide a free resource for all listeners so make sure you listen to the end.

https://zurl.co/O5v7

In this episode, Steven is joined by Brent Gargano, a RTS Premierе Member and Financial Advisor. Brent has had several unique opportunities to learn the interworkings of taxes, both as an advisor and working for large custodians. He has also spent time as an adjunct professor, helping student learn through case studies and understanding the importance of taxes in a clients financial life.

https://zurl.co/6HDq