Najlepsze podcasty z kategorii: CPAs (2025)

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55 - The Talent Flood: How Senior Accountants Are Shaping the Job Market 26:23

1d ago26:23

26:23

Thinking about outsourcing, but unsure how involved your firm needs to be? In this episode of Business Beyond Borders, Laurence Whittam and Shrinivas Gangesh Karthikeyan of GKM Global Services Pvt Ltd dive into how firms can successfully navigate outsourcing—without getting bogged down in cultural or operational headaches. In this episode, you’ll b…

1
The Zero Cost Accounting Client Acquisition Method w/Alyssa J. Dillon 43:36

1d ago43:36

43:36

In this episode of Growing Your Firm, host David Cristello welcomes Alyssa J. Dillon, a fellow entrepreneur who shares her inspiring journey of starting her own business. The conversation kicks off with Alyssa recounting the pivotal moment when she decided to quit her job and explore the possibility of working for herself after receiving a side acc…

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341 Burned Out Uh-gain? May = Carousel Exit Month 12:25

3d ago12:25

12:25

Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity back without sacrificing revenue. Don't squander May. … Link to full shownotes: https://www.…

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STRESS, STOICISM, AND SCOPE (FROM REFRAME PODCAST) 1:10:37

3d ago1:10:37

1:10:37

SAME AS VIDEO FROM YOUTUBE: https://youtu.be/PQIhx7UT5iI Timestamps:00:00 Introduction (About the REFRAME/Podcast)00:02:32 "Stress Wisely" - Quick Summary00:35:22 Framestorming "Scopeless"00:50:23 How to implement and price a "Scopeless service"01:02:03 REFRAME news and upcoming events ADDING THE AUDIO ONLY VERSION HERE TO CROSS PROMOTE…

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340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt Banker 39:06

10d ago39:06

39:06

If you’re ready for ads, here’s what you need to know about the money and the math of marketing. … Connect with Matt: LinkedIn: https://www.linkedin.com/in/mattbanker/ Website: https://bankercreative.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/340 … If you feel trapped by your own accounting firm, I can help you stop the …

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Launching an Accounting Firm While Battling Cancer w/Kelly Mann 30:07

15d ago30:07

30:07

In this episode of Growing Your Firm, host David Cristello welcomes Kelly Mann, co-founder and CEO of AuditMiner. Kelly shares her journey of launching her own CPA firm, a decision that surprised her given her background in audit and the male-dominated landscape of firm ownership. She discusses the challenges of changing firm culture and her desire…

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339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis Slama 45:35

17d ago45:35

45:35

Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth learning to do well. Listen to my conversation with Alexis Slama to get up to speed on what work…

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54 - Tech or Trouble? The IT & Al Shifts CPA Firms Can't Ignore with Steve Perkins 32:10

22d ago32:10

32:10

Is Your CPA Firm’s Tech Strategy Already Outdated? Many firms are still struggling with cloud adoption, while AI is rapidly reshaping the industry. In this episode of Business Beyond Borders, Steve Perkins, Founder of Invicta Advisors LLC, shares why so many firms are behind in IT strategy—and what they need to do now to stay competitive. In this e…

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338 [Marketing Series] The High Cost of Being Wrong About Marketing 11:54

24d ago11:54

11:54

If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a predictable growth engine for your firm. … Link to full shownotes: https://www.businessstra…

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What This Owner Learned After 10+ Acquisitions and Divestitures w/Marcus Dillon, CPA 37:12

29d ago37:12

37:12

In this episode of The Growing Firm Podcast, host David Cristello welcomes Marcus Dillon, president of Dillon Business Advisors. The conversation delves into Marcus's journey of acquiring a book of business valued at $400k and the evolution of his firm over the past 13 years. Marcus shares valuable insights on client acquisition, pricing strategies…

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337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson 52:48

1M ago52:48

52:48

If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. … Find Matt Wilkinson on the.. Web: bizinkonline.com LinkedIn: linkedin.com/in/mattbizink/ Twitter: twitter.com/bizinkonline Facebook: facebook.com/mattbizink RESOURCES Marketing Blueprint Ideal Client Pe…

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How to Raise Rates on Current Clients w/Loren Fogelman 23:53

1M ago23:53

23:53

In this episode of Growing Your Firm, host David Cristello welcomes back returning guest Loren Fogelman, a sports psychologist turned business coach specializing in helping accounting professionals. Loren shares her insights on a crucial yet often overlooked topic: raising fees for existing clients. She emphasizes the importance of understanding cl…

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336 Working Too Many Hours? The Solution is Easier Than You Think 57:57

1M ago57:57

57:57

Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think." In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the problem, the money being left on the table, and the steps you need to take to start reducing your hour…

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53 - Are You Secretly Non-Compliant? 7216 Rules Explained 16:58

1M ago16:58

16:58

Think your firm is playing it safe with 7216 compliance? You might be wrong. Many firms are struggling with the disclosure rules—especially when outsourcing tax work. In this episode of Business Beyond Borders, Laurence Whittam breaks down the critical steps firms must take to stay compliant and avoid legal risks. In this episode, you will be able …

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335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell 44:46

1M ago44:46

44:46

Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click? Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential legal support for online business owners in a scaled model. … Find Heather: LinkedIn: http…

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Building a $500K Lifestyle Accounting Firm in Under 24 months w/Michael Meihaus, CPA 37:42

2M ago37:42

37:42

In this episode of Growing Your Firm, host David Cristello speaks with Michael Meihaus, the owner of Meihaus CPA, who transitioned from a decade in public accounting to launching his own firm focused exclusively on retirement plan audits. Michael shares his journey of self-discovery, including a pivotal conversation that prompted him to leave his j…

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334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins 17:48

2M ago17:48

17:48

If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for expertise, and manage demand. Stop pricing based on time! 🚀 … Pricing Tools are the Key to Im…

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333 Strategy Session with Logan George, CPA 22:34

2M ago22:34

22:34

A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow. … Link to full shownotes: https://www.businessstrategyforcpas.com/333…

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52 - Citrin Cooperman’s PE Journey: Lessons in Growth, M&A, and Offshoring with David Kells 20:23

2M ago20:23

20:23

In this episode of Business Beyond Borders, Laurence Whittam sits down with David Kells to explore the impact of private equity (PE) in the accounting industry, focusing on Citrin Cooperman’s transformative journey. Gain actionable advice for firms looking to prepare for growth and navigate a changing competitive landscape! In this episode, you wil…

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Is This the Most Profitable Accounting Firm? w/ Jesse & Tom from FinOptimal 34:27

2M ago34:27

34:27

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Jesse and Tom from FinOptimal, a company that uniquely combines accounting services with innovative QuickBooks applications designed specifically for accountants. The conversation delves into their dual business model, exploring how they balance service and product deve…

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332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices 14:51

2M ago14:51

14:51

When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increa…

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51 - Inside the Citrin Cooperman Deal: Private Equity’s Role in Accounting M&A with Terry Putney 22:53

2M ago22:53

22:53

Discover the game-changing trends shaping the accounting profession in this insightful episode of Business Beyond Borders with Laurence Whittam and Terry Putney. From private equity’s influence to the strategic role of offshoring, this conversation dives into the key factors driving transformation in the industry. In this episode, you will be able …

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331 Create the Accounting Firm You’re Meant to Own 11:34

2M ago11:34

11:34

I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It’s specifically for those who feel alone in their struggle and find it difficult to articu…

1
Selling Feelings, NOT Transactions (AI-Generated Episode) 27:23

2M ago27:23

27:23

Extracted Audio from a recent workshop: https://youtu.be/fiLUYApuFY4?si=50cbdmPQm2spt7nz And used Google's NotebookLM to generate a podcast This is the SNL skit I mentioned: https://youtu.be/WKLHsJyhTYs

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50 - Shaping the Future: Staffing Strategies and Tech Trends in CPA Firms with Kathy Towne-Sautters 33:49

3M ago33:49

33:49

Struggling with staffing challenges, tech trends, and evolving firm strategies? In this episode of Business Beyond Borders, host Laurence Whittam chats with a seasoned expert Kathy Towne-Sautters of BDO Alliance about the dynamic shifts in the CPA profession. From recruiting innovations to embracing AI and offshoring as strategic solutions, this co…

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Not Being An 'Order Taker' and Ditching $250/$300 Clients w/ Shannon Weinstein 42:21

3M ago42:21

42:21

In this episode of the Grow Your Firm Podcast, host David Cristello welcomes Shannon Weinstein, the CFO for small businesses transitioning from seven to eight figures and President of Keep What You Earn. Shannon shares her unique approach to hiring, emphasizing the importance of crafting compelling job descriptions that sell the company to prospect…

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330 The High Cost of Switching Accountants 12:10

3M ago12:10

12:10

Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. … Link to full shownotes: https://www.businessstrategyforcpas.com/330 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours withou…

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329 5th Annual: Accounting Jokes with Hazel and Remy 2:23

3M ago2:23

2:23

Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025. … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip …

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328 Cross-Post with Alexis Slama of The Accounting Business Club 1:23:28

3M ago1:23:28

1:23:28

You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened: Alexis Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast while in Paris. Naturally, I said, “Oui.” It’s in French, so you’re welcome to give this one…

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From Closing Offices to a Successful Exit in 7 Years w/ Wendy Barlin, CPA 31:07

3M ago31:07

31:07

In this episode of Growing Your Firm, host David Cristello welcomes Wendy Barlin, a consultant specializing in helping professional service firms transition from frustration to freedom. Wendy shares insights from her decade-long experience in building her own remote firm, which she sold in 2021. The conversation delves into the importance of operat…

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49 - Improving Efficiency and Solving Talent Challenges with Outsourcing with Ashley Platt 33:34

4M ago33:34

33:34

Tune in to the latest episode of Business Beyond Borders, where Laurence Whittam hosts Ashley Platt, founder of Clear Cut Outsourcing, to discuss how CPA firms can effectively leverage outsourcing to drive efficiency, tackle talent shortages, and build stronger, tech-enabled workflows. In this episode, you'll be able to: • Explore why Pakistan is b…

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The Big Opportunity Tax Planners are Leaving on the Table w/ Rory Henry 25:13

4M ago25:13

25:13

In this episode of Growing Your Firm, host David Cristello welcomes Rory Henry, a certified financial planner and behavioral financial advisor. Rory, who is also the director Arrowroot Family Office, co-founder of AFO Wealth Management Forward, and author of the upcoming book, "Holistic Guide to Wealth Management," discusses the evolving landscape …

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327 Happy Holidays 0:22

4M ago0:22

0:22

Wishing you and yours a wonderful holiday season. I'll see you in in 2025! Geraldine FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldinecarter.com/stop-working-weekends Stop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99 gerald…

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Accounting Firm Acquired for 11X EBITDA? State of M&A and More w/ Geoff Bruskin 28:58

4M ago28:58

28:58

In this episode of the Growing Your Firm podcast, host David Cristello welcomes Geoff Bruskin, founder and managing partner of White Tiger Connections. They dive into the dynamic landscape of mergers and acquisitions (M&A) within the accounting industry, exploring how recent trends have created a surge in acquisition interest. Geoff discusses the i…

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326 Solopreneurship Rocks. With Matt Chiappetta, CPA 27:40

4M ago27:40

27:40

Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. … Link to full shownotes: https://www.businessstrategyforcpas.com/326 … If you feel trapped by your own accounting fi…

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325 Radical Pricing to Optimize Profits with Jody Padar, CPA 33:52

4M ago33:52

33:52

Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long…

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Behind the Scenes of a Private Equity Backed Accounting Firm w/Tim Brackney 34:40

4M ago34:40

34:40

In this episode of Growing Your Firm, host David Cristello welcomes Tim Brackney, the Chief Executive Officer of Springline Advisory, a firm backed by private equity. They delve into the philosophy of utilizing talent from small firms to enhance shared services, while also discussing the complexities and nuances of private equity in the industry. T…

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324 A Systematic Approach for Accountants to Increase Prices 22:46

4M ago22:46

22:46

Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, worklo…

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48 - Exploring Latin America's Emerging Potential for CPA Firms with Brendan Quirk 28:36

4M ago28:36

28:36

In this episode of Business Beyond Borders, Laurence Whittam and Brendan Quirk dive into the opportunities and challenges of outsourcing and nearshoring for CPA firms in Latin America. Brendan shares insights from his extensive experience in the region, offering valuable perspectives on strategy, talent acquisition, and cultural nuances. In this ep…

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REFRAME PODCAST: With Phil Jones 1:09:23

4M ago1:09:23

1:09:23

In this episode, we dive into building influence and trust in client relationships with insights from Exactly What to Say author Phil Jones and CPAs Hector and Carlos Garcia. They discuss how accountants can reframe “selling” as “serving,” communicate value beyond price, and move from technical experts to trusted advisors. Learn practical strategie…

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Adding $2M in Accounting Services in 36 months w/ Greg O'Brien CPA, CTS 35:50

4M ago35:50

35:50

In this episode of Growing Your Firm, host David Cristello welcomes back Greg O'Brien, Co-CEO of Anomaly CPA, for an insightful discussion about the evolution of his firm since their last conversation three years ago. They reflect on the growth of Anomaly CPA, including the firm's current headcount and revenue, as well as the strategic decisions ma…

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323 7 Payment Options CPAs Can Use for Tax Returns 20:08

5M ago20:08

20:08

Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you …

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47 - Mastering Offshore Success Strategies for Building Effective Global Teams with Abhilasha Parikh 24:55

5M ago24:55

24:55

In this insightful episode, Laurence Whittam sits down with Abhilasha Parikh to explore the essentials of creating and managing effective offshore teams. Abhilasha shares her expertise on what firms need to know to establish strong, sustainable partnerships with offshore providers and how to turn these relationships into true assets for growth. In …

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Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 34:46

5M ago34:46

34:46

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…

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322 21 Intangibles CPAs Can Price to Increase Margins 20:39

5M ago20:39

20:39

21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lo…

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46 - Building Lasting Client Relationships: How CPAs Can Become Trusted Advisors with Jeff Panik 17:24

5M ago17:24

17:24

In this insightful episode, Jeff Panik of Balanced Wealth Partners and Laurence Whittam explore the vital role financial advisors play in creating meaningful, long-term relationships with clients, especially CPAs aiming to be trusted advisors. Jeff shares his journey, key strategies, and practical advice for CPAs to strengthen client retention by f…

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321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 50:16

5M ago50:16

50:16

What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting fir…

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Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30

5M ago23:30

23:30

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…

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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 43:37

5M ago43:37

43:37

Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/ … Link to full shownotes: https://www.businessstrategyforc…

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45 - Mastering Tax Mitigation: Leveraging Defined Benefit Plans for Maximum Client Value with David Podell 22:30

5M ago22:30

22:30

In this insightful episode, Laurence Whittam sits down with David Podell from Business Benefits Consultants to discuss how tax advisors can add value through partnerships and explore innovative tax mitigation strategies for clients. In this episode, you will be able to: Learn how defined benefit and cash balance plans can reduce tax liabilities. Di…

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