Topic 1 - Why do I need to know my numbers?
Topic 2 - What do the numbers tell me?
Topic 3 - What's inside the numbers?
Topic 4 - How do your numbers compare to others?
Topic 5 - What is my Firm worth?
Topic 6 - How do good numbers help throughout the year in the tax process?
Topic 7 - What are the advantages of proactively planning the taxes?
Topic 8 Is a valuation important for tax purposes?
Topic 9 - What are the top items you would suggest an RIA firm discuss immediately with their tax advisor in 2020?
Podcast guests:
Rick Wilkens, CPA
Co-Founder and Owner
Elevate CPA Group
Brian Nuttall, CPA, J.D.
Co-Founder and Owner
Elevate CPA Group
