• Every Advisor Should Prepare a Tax Return with Jacob DuBose

  • Aug 19 2024
  • Length: 27 mins
  • Podcast

Every Advisor Should Prepare a Tax Return with Jacob DuBose

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  • Summary

  • 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.

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Economics Personal Finance
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