To give you the best possible experience, this site uses cookies. Review our Privacy Policy and Terms of Service to learn more. Got it!

Steven Dubose Podcasts

Steven Dubose public [search 0]
Related Topics
Comedy Religion Music Arts Science Classical Business Mobile Public Trading Theater Christianity Church Fine Arts Relationship Family God Friends Fellowship News
More
Download the App!
Get it on App Store Get it on Google Play
show episodes
 
Artwork

1
Gar And A Glass

Anthoni Moore, Bryan Carr, and Steven Dubose

Unsubscribe
Unsubscribe
 Monthly
 
This podcast is hosted by 2 guys Anthoni Moore, Bryan Carr, and Steven Dubose. The podcast consists of Cigar Talk paired with a good drink, trendy/controversial topics, conspiracy theories, & ignorant yet intelligent conversations. The mixture of 2 different personalities & often different points of views, makes for a very fun, funny, & entertaining experience. Please LIKE, SHARE, SUBSCRIBE, EDUCATE, & COMMENT. We thank you for all of your support & we look forward to engaging & growing with ...
…   continue reading
 
Artwork

1
Retirement Tax Services Podcast

Steven Jarvis

Unsubscribe
Unsubscribe
 Weekly
 
Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
…   continue reading
 
Loading …
show series
 
Artwork

1
Breaking Planning Silos with Emily Millsap 25:58

Play Pause
25:58
Play Pause
  Play later
  Play later
  Lists
  Liked
25:58
 
In this episode Steven is joined by Emily Millsap, CFP®, from Avantax Wealth Management for a great conversation around the value (and best practices) on integrating tax in the client service experience for financial planners. Emily dives into the details and shares how she creates, refines and updates processes that can help clients pursue their f…
…   continue reading
 
Artwork

1
Brian Meixner and Bill Lawing on North Carolina Brass Band, Ben Sollee on The Long Haul

Play Pause
Play Pause
  Play later
  Play later
  Lists
  Liked
—
 
The North Carolina Brass Band performs a free concert in Charlotte at First United Methodist Church. It's a night of brass band and pipe organ music featuring organist Evan Currie. On this Piedmont Arts podcast, we talk with music director Brian Meixner and cornest Bill Lawing. Plus, we talk with singer-songwriter and classically trained cellist Be…
…   continue reading
 
Artwork

1
Getting everyone a seat at the table with Bryan Eberle 27:06

Play Pause
27:06
Play Pause
  Play later
  Play later
  Lists
  Liked
27:06
 
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 t…
…   continue reading
 
Artwork

1
2024-2025 Music Season Preview

Play Pause
Play Pause
  Play later
  Play later
  Lists
  Liked
—
 
A new season of live music is starting for music groups and venues across the Piedmont. In this Piedmont Arts podcast, we have a few ideas as you plan your listening for the 2024-25 season. We preview what's coming from classical music groups like Bach Akademie Charlotte and 7th Street Concerts , monthly concerts from JazzArts Charlotte , and eclec…
…   continue reading
 
Artwork

1
Chat with a former IRS Special Agent with Robert Nordlander 29:15

Play Pause
29:15
Play Pause
  Play later
  Play later
  Lists
  Liked
29:15
 
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…
…   continue reading
 
Artwork

1
“The Power of Education” with Robin Henager Greene 24:28

Play Pause
24:28
Play Pause
  Play later
  Play later
  Lists
  Liked
24:28
 
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 t…
…   continue reading
 
Artwork

1
2024-2025 Theatre Season Preview

Play Pause
Play Pause
  Play later
  Play later
  Lists
  Liked
—
 
A new season of theater is coming up across the region. This episode previews Broadway shows at The Blumenthal in Charlotte, children's shows at Children's Theater of Charlotte, and productions at professional and community theaters from Charlotte to Salisbury to Hickory. Pictured: Lin-Manuel Miranda in the title role of his musical "Hamilton"; By …
…   continue reading
 
Artwork

1
Are You Covered? with Cameron Norris 31:57

Play Pause
31:57
Play Pause
  Play later
  Play later
  Lists
  Liked
31:57
 
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…
…   continue reading
 
Artwork

1
Every Advisor Should Prepare a Tax Return with Jacob DuBose 26:31

Play Pause
26:31
Play Pause
  Play later
  Play later
  Lists
  Liked
26:31
 
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, i…
…   continue reading
 
Artwork

1
2024 - 2025 Orchestra Preview

Play Pause
Play Pause
  Play later
  Play later
  Lists
  Liked
—
 
If you live near Winston-Salem, Hickory, Salisbury, Rock Hill, Monroe, or, of course, Charlotte, you’ll be close to some great music this year. The orchestras in those communities have a variety of concerts planned with varied repertoire. There's Bach, Beethoven and Brahms, but also contemporary composers including a former Miss America who writes …
…   continue reading
 
Artwork

1
What every financial advisor needs to be delegating with Lisa Seal 26:29

Play Pause
26:29
Play Pause
  Play later
  Play later
  Lists
  Liked
26:29
 
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 applyin…
…   continue reading
 
Artwork

1
Learning Tax Planning Throughout Your Career with Brent Gargano 26:43

Play Pause
26:43
Play Pause
  Play later
  Play later
  Lists
  Liked
26:43
 
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 importa…
…   continue reading
 
Artwork

1
Throwback “Asking the right questions on taxes” - with Meghaan Lurtz 36:34

Play Pause
36:34
Play Pause
  Play later
  Play later
  Lists
  Liked
36:34
 
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 overla…
…   continue reading
 
Artwork

1
Eric Boruff and Tara Villa Keith on the Carolina Youth Orchestra Summer Festival

Play Pause
Play Pause
  Play later
  Play later
  Lists
  Liked
—
 
The inaugural Carolina Youth Orchestra Summer Festival will take place at Davidson College in early August 2024. The three-day clinic is designed to help young musicians develop their musical skills under the tutelage of professional musicians and broaden their connections to our music community. The festival culminates in a free public concert at …
…   continue reading
 
Artwork

1
Marks of a Spirit Filled Church... Pt. 2 | 7-21-2024 | Scott Howard | Life Church Mobile 1:19:44

Play Pause
1:19:44
Play Pause
  Play later
  Play later
  Lists
  Liked
1:19:44
 
Scott Howard 7-21-2024 Life Church Mobile Check out our app, Life Church Live: Available on Google Play & App Stores Giving: life-church.org/giving Baptism: https://www.life-church.org/ihavedecided YouTube Channel Mobile Campus Facebook Hurley Campus Facebook InstagramBy Scott Howard
…   continue reading
 
Artwork

1
COVID tax fraud that hasn't ended yet with Catherine Tindall 32:23

Play Pause
32:23
Play Pause
  Play later
  Play later
  Lists
  Liked
32:23
 
In this episode Steven is joined by a fellow CPA, Catherine Tindall, to talk about the Employee Retention Credit (ERC). One of the many programs created as a result of COVID the ERC is often in the headlines for all the wrong reasons. Along with doing tax work for financial advisors (their personal and business returns), Catherine specializes in he…
…   continue reading
 
Artwork

1
37-point checklist for reviewing life insurance? with Tony Steuer 28:44

Play Pause
28:44
Play Pause
  Play later
  Play later
  Lists
  Liked
28:44
 
Taxes are just one piece of the puzzle and in this episode, Steven is joined by someone who specializes in a different piece of the puzzle: life insurance. Tony Steuer has decades of experience reviewing life insurance policies to help clients understand whether the policy really is set up to do what they think it's supposed to. Steven and Tony don…
…   continue reading
 
Artwork

1
Finding help for all of these value adds? with Brody Rosenfeld 29:40

Play Pause
29:40
Play Pause
  Play later
  Play later
  Lists
  Liked
29:40
 
This week Steven is joined by Brody Rosenfeld, a CFP who leads a team of professionals supporting financial advisors as they serve their clients. Steven has worked directly with Brody and knows first hand the value partnerships can provide. Brody and Steven have a great conversation about the pros and cons of outsourcing and how even if you never o…
…   continue reading
 
Artwork

1
Turning Prospects to Clients by leading with Taxes with Josh Ross 28:32

Play Pause
28:32
Play Pause
  Play later
  Play later
  Lists
  Liked
28:32
 
In this week's episode Steven is joined by a financial advisor and Enrolled Agent, Josh Rosh. Josh joins the show to share his experience with delivering massive value AND growing his financial planning practice by facilitating seminars on, you guessed it, taxes. Bucking the trend to get deep into the complexities Josh shares how he has been able f…
…   continue reading
 
Artwork

1
Getting the whole team involved with Jamie Shilanski 33:36

Play Pause
33:36
Play Pause
  Play later
  Play later
  Lists
  Liked
33:36
 
Summary: Steven is once again joined by the incredible Jamie Shilanski to talk about how to level up your team when it comes to tax planning (and really any topic). Jamie shares why she has 4 people on your team currently working towards their Enrolled Agents designations, most surprising might be the fact that not all of them are financial advisor…
…   continue reading
 
Artwork

1
Tax reporting at the source with Eric Bronnenkant 24:14

Play Pause
24:14
Play Pause
  Play later
  Play later
  Lists
  Liked
24:14
 
This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time…
…   continue reading
 
Loading …

Quick Reference Guide

Top Podcasts
The Bill Simmons Podcast
PTI
First Take
Marketplace
Comedy of the Week
The Bugle
How Did This Get Made?
Doug Loves Movies
Planet Money
TED Talks Daily
NBC Nightly News with Lester Holt
The World This Hour
Daily Boost Motivation and Coaching
Radiolab
Science Friday
This American Life
Criminal
Sword and Scale
In The Dark
Player FM logo
Help/FAQ | Upgrade | Advertise
Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion
Science|Soccer|Sports|Storytelling|Technology|True Crime
Copyright 2024 | Sitemap | Privacy Policy | Terms of Service | | Copyright
Episode being played series thumbnail
icon icon
Speed
Series settings
1x
1x
Volume
100%
icon
icon icon
/

View Player FM in...
Player FM
Browser
Chrome
Safari
Firefox