4min chapter

Retirement Tax Services Podcast cover image

What the heck is PTE Tax? with Kelly Rohrs

Retirement Tax Services Podcast

CHAPTER

Upcoming podcast for business owners and recap of main points

In this chapter, they discuss an upcoming podcast that will focus on working with business owners and include interviews with CPAs and other professionals in the business owner space. They also recap the main points of the conversation, including the importance of understanding the PTE tax strategy and the need for proper documentation and reasonable compensation.

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