In this episode, Steven is joined by Russell Kroeger, Founder and CEO of Trayecto. As a financial advisor and tax professional, Russell has seen firsthand the complexities, pitfalls, and planning opportunities that arise for employees receiving equity-based compensation. Steven and Russell both share examples of what can go wrong (aka clients getting killed on taxes) and what to be on the lookout for so listeners can create better outcomes for their clients. Russell also shares resources available to advisors, including what he has built at Trayecto, specific to planning around equity compensation.

https://zurl.co/rFMTY

In this episode, Steven is joined by the CEO of Altruist, Jason Wenk, to talk about a reporting issue that happened at multiple custodians this last tax filing season. Jason openly shares what happened, how it happened, how Altruist responded, and shares a little insight along the way of what it's like to build a tech-forward custodian platform. This episode is a must listen as Jason gives an incredible example of how to be a leader in spite of challenges and shares some of the exciting things that Altruist has in store in the future. Be sure and listen to the full episode and be ready to take notes as Jason shares clear action steps any leader can take when faced with challenges.

https://zurl.co/5iyi5

This week, Steven is joined by George Stefanou to talk tax planning and book writing. George is part of a growing group of advisors who have written books around financial planning to build credibility and to bolster their marketing. George shares the process he went through to become a published author and the reason tax planning features so heavily in that book, even though he is not a CPA or Enrolled Agent. Check out George's LinkedIn profile and his background so you can finally let go of any notion that compliance has to be a limiting factor.

https://zurl.co/BmsPS