Pergi ke luar talian dengan aplikasi Player FM !
But am I even allowed to do tax planning? With Leila Shaver.
Manage episode 359066486 series 2940942
In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and tax advice. They both openly share their opinions on where Advisors can potentially get in trouble and whole-heartedly agree that there is A LOT more Advisors can be doing around tax planning for their clients without flirting with the lines of compliance. Steven also shares details on the upcoming RTS Tax Summit this fall, at which Leila will be a keynote speaker. Listen for an informative and entertaining conversation around all things tax compliance.
114 episod
Manage episode 359066486 series 2940942
In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and tax advice. They both openly share their opinions on where Advisors can potentially get in trouble and whole-heartedly agree that there is A LOT more Advisors can be doing around tax planning for their clients without flirting with the lines of compliance. Steven also shares details on the upcoming RTS Tax Summit this fall, at which Leila will be a keynote speaker. Listen for an informative and entertaining conversation around all things tax compliance.
114 episod
Semua episod
×Selamat datang ke Player FM
Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.