Shows
The Mr. R ShowEp. 19 | Implementing Financial Planning Into A Tax PracticeFREE CPE (1 credit) via EarMark:www.earmark.app/c/2197Guest: Scott T. Nelson Scott Nelson is a seasoned CPA based in Southwest Florida, with a background that includes serving in the Air Force and earning a degree in finance. Initially interested in becoming a financial advisor, Scott shifted to accounting after experiencing the industry dynamics within retail banks. He now operates a dual practice, combining accounting services with investment advisory through a partnership with a wealth management company. Scott brings unique expertise in tax and financial advisory services, leveraging his comprehensive professional background to benefit...2025-02-1556 min