Retirement Tax Services Podcast cover image

Retirement Tax Services Podcast

Iterating on tax planning

Feb 13, 2023
33:41

In today's episode, Steven interviews Ben Verwys, the son of a CPA who wanted nothing to do with taxes...only to end up incorporating tax planning in everything he does. Listen in as Ben shares how he went from running away from taxes to realizing the value and impact tax planning can have in a client's life. Steven and Ben also discuss how "complex" is relative and the benefits of consistently planning for what may seem like the "simple" things in a client's tax life.

http://bit.ly/3Yvl0Ao

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