Joining Tom today is Marlene Amata, a seasoned tax accountant, who shares about the evolution of tax planning and the importance of collaboration in financial services. Marlene shares her journey from disliking accounting to finding passion in helping clients navigate their financial lives. They discuss the concept of the Virtual Family Office (VFO) and how it can provide comprehensive support for clients, emphasizing the need for collaboration among professionals to better serve clients' needs. Take a listen to hear more about the value of having a supportive network.
Episode Highlights
[01:25] Overcoming Initial Disinterest in Accounting
[02:29] The Impact of the Entertainment Industry on Career Choice
[03:45] Transition from Traditional Accounting to Client-Focused Service
[06:10] Tax Planning: Downside of Success?
[11:04] Virtual Family Office: A Modern Take on Rockefeller's Legacy
[12:45] Leveraging Networks: Avoiding Solitude in Expertise
[16:20] Breaking Down Silos: The Future of Client Services
[20:39] Common Missteps in Tax Strategy for New Entrepreneurs
[23:40] Ignored Risks: A Business Owner's Blind Spot
[28:00] Community and Collaboration: The New Key to Success
Episode Resources
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