Artwork

Content provided by InsurMark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InsurMark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA  (Ep. 35)

14:39
 
Share
 

Manage episode 380969436 series 3282805
Content provided by InsurMark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InsurMark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth.

The post Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA (Ep. 35) first appeared on InsurMark.
  continue reading

71 episodes

Artwork
iconShare
 
Manage episode 380969436 series 3282805
Content provided by InsurMark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InsurMark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Jack Martin sits down with Ed Slott to unpack the action items you need to assist your clients with their tax planning. Ed outlines how to approach clients with an efficient and value-packed plan while detailing how these opportunities benefit client loyalty and business growth.

The post Time-Sensitive Tax Planning Tips for Q4 with Ed Slott, CPA (Ep. 35) first appeared on InsurMark.
  continue reading

71 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide