This week, Steven is joined by a fellow CPA who specializes in tax planning for all things Real Estate, Ryan Carriere. Ryan shares his experience with going deep on the tax side when it comes to all the hype you see on social media and helps sort out what is real and what is wishful thinking. Like any other tax strategies, the taxes are just one consideration and not the driving force behind what does or doesn't make real estate a great idea for a particular client. Steven and Ryan discuss where value can come from and the traps to avoid when it comes to tax planning and preparation in this area.

https://zurl.co/7jrbu

In this episode, Steven is joined by author and COO of Ritholz Wealth Management, Nick Maggiulli. In addition to sharing all about his new book, the Wealth Ladder, Nick dives into the details of how Ritholz added tax preparation 4 years ago and the journey they've been on since. Listen to the end as Nick and Steven share examples of how integrating tax services is about more than simply hiring or acquiring.

https://zurl.co/VREtU

Steven is joined this week by a fellow CPA, Jennifer Climo, who was an early trend setter when it came to bridging the gap between tax and financial planning. Jennifer shares her journey of seeing the value in truly comprehensive planning and the growth of her firm as their service offering has evolved. She goes into detail on how systems have made all the difference in both their value to clients and their ability to recruit and train top talent. Steven and Jennifer also discuss the recent RTS Summit and the impact it had on all attendees.