Shows
Ex-it StrategyNavigating Taxes During Divorce: Expert Tips from Jason DeshayesIn this episode of 'The Exit Strategy: Your No Bullsh$t Guide to Divorce,' hosts Elizabeth Stevenson and Sarah Hink from New Direction Family Law are joined by Jason Deshayes, CEO of Cook Wealth. They discuss the crucial role of financial planning and tax preparation in the context of divorce. Topics include tax liabilities, the importance of transparency in joint tax filings, handling separate and joint accounts, and the significance of consulting with CPAs and financial advisors. The episode aims to educate listeners on making informed financial decisions during and after a divorce, ensuring a smoother transition from...
2024-12-2432 min
CPA Trendlines PodcastsJason Deshayes: What We're Doing Isn't WorkingThe DisruptorsWith Liz FarrBy age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his partner sold their firm.
MORE: Jason Deshayes show notes here
MORE: Disruptors
MORE CPA TRENDLINES PODCASTS and VIDEOS: Heather Satterley: Yo...
2023-09-111h 08
Own Your WealthIntroducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals.
In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how this podcast can help you take ownership of your financial assets, navigate your business sale or acquisition, and more.
Jason discusses:
What Cook Wealth offers
How Jason's past taught him that tax planning is a critical component of financial planning
The ideal client that can...
2023-04-2530 min
Own Your WealthIntroducing Cook Wealth: An Integrated Approach to Financial Planning with Jason Deshayes (Ep. 1)In this podcast episode, Jason Deshayes, CPA/PFS, CFP®, CKA®, introduces his financial advisory firm, Cook Wealth, which integrates tax planning services, investment management, and financial planning, to help clients achieve their financial goals.
In this inaugural episode, Jason stresses the importance of tax planning in financial planning, the ideal client Cook Wealth serves, and how this podcast can help you take ownership of your financial assets, navigate your business sale or acquisition, and more.
Jason discusses:
What Cook Wealth offers
How Jason’s past taught him that tax planning is a critical component of fi...
2023-04-2530 min