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

Throwback to last summer’s most popular episode ““Asking the right questions on taxes” It turns out there are scientific reasons that so many people have misguided notions about taxes and Steven is joined this week by a Financial Psychologist to explore what those reasons are. Meghaan Lurtz is a writer, researcher and educator focused on the overlap of psychology and financial planning and shared her insight on how Financial Advisors can more successfully navigate conversations around complex and emotional topics, like taxes. Much to Steven's delight Meghaan confirmed some of his beliefs on WHY taxpayers feel the way they do and make some of the choices that they do, now he has science and experience backing him up. This episode is a must listen for anyone who talks to their clients about taxes.

https://zurl.co/i8Py