Retirement Tax Services Podcast

There's more to taxes than just numbers with Jerome Myers


Listen Later

Jerome Myers, founder of Exit to Excellence, joins Steven this week to talk about all the "other" things that a business owner should think about when it comes time to sell (yes, they talk about taxes, too). Tax planning is important for so many things in life, but as Steven is fond of saying, "There is more to live than taxes". Jerome spends his time helping business owners look past the numbers so they don't get to the other side of a major transaction only to find that money didn't magically solve all of their problems. Steven and Jerome get tactical on some aspects of running and selling a business, including tax planning, but overall, they provide a guide for advisors themselves (or as they help their clients) to navigate a business sale.

https://zurl.co/auHN1

...more
View all episodesView all episodes
Download on the App Store

Retirement Tax Services PodcastBy Steven Jarvis

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

111 ratings


More shows like Retirement Tax Services Podcast

View all
The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

733 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,291 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

490 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

456 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

The Long View by Morningstar

The Long View

848 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

230 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

764 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

147 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

126 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

691 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

169 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

123 Listeners