In this episode Steven is joined by a financial advisor who has been all about Crypto for over a decade, Tyrone Ross. Tyrone joins the join to talk about the tax implications of clients owning crypto and why all financial advisors need to be on top of this topic. Regardless of your opinions on the future of crypto, the reality is that more and more people are at least dabbling if not going all in, and right no,w the default tax reporting is not great. Steven and Tyrone give listeners actionable steps they can take to add value on this potentially painful topic

https://zurl.co/BDFL5

This week, Steven is joined by a legend of tax planning and fellow CPA Robert Keebler. Bob has decades of experience helping create valuable client outcomes by understanding and navigating the opportunities the tax code presents. Drawing on that experience, Bob shares the importance of advisors taking a proactive role, the state of the current CPA industry, and the opportunity it creates, along with valuable insight on the line between tax planning and tax advice. This is a must listen.

https://zurl.co/nTfOk

To kick off February, Steven is joined by one of the top voices in marketing in the industry: Samantha Russell. Samantha shares from years of experience as a marketer how advisors can lean into tax planning to attract new clients without having to become a tax expert or get in trouble with compliance. Steven and Samantha both share stories of the impact that content creation can have and some of the best practices they've learned along the way. Samantha generously shares some tips that listeners can take action on right away and turn this interesting conversation into real value.