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Manage episode 436289070 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis 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, 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 that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice.
114 episodes
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Manage episode 436289070 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis 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, 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 that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice.
114 episodes
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Similar to Retirement Tax Services Podcast
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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