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Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan with Carter Wilcoxson Founder of CSI Financial Group
Manage episode 450881878 series 2794805
Treść dostarczona przez David Cogan and Producer Glue. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez David Cogan and Producer Glue lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success.
Carter Wilcoxson, the Founder of CSI Financial Group, Laser focused on Client Acquisition, Client Retention, and Advisor Support. csifg.com
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