Mark Gallegos
CPA and Partner at Porte Brown, advising small business owners on entity structure, compensation strategy, and multi-year tax planning.
Best podcasts with Mark Gallegos
Ranked by the Snipd community
Jul 4, 2025 • 29min
BBB Crossover Special: Tax and planning strategies under the new law
Mark Gallegos, a CPA and Partner at Porte Brown, and Robert Keebler, Partner at Keebler & Associates, dive into the latest tax legislation changes and their implications for financial planning. They discuss the new permanent tax cuts, strategic opportunities like Roth conversions, and important estate planning adjustments. The duo emphasizes the urgency for tax professionals to adapt their strategies, focusing on multi-year models and navigating complex regulations for high-net-worth clients, especially in light of Medicaid considerations.
Mar 6, 2025 • 22min
Tax season survival guide
Mark Gallegos, a Partner at Porte Brown and seasoned CPA, shares invaluable strategies for navigating the chaos of tax season. He discusses essential tips for managing workflow and deadlines, as well as fostering collaboration among staff. Mark emphasizes the importance of staying educated and connected to resources like AICPA for support. He also touches on the challenges of IRS correspondence and the complexities of new regulations, all while advocating for calm and effective communication to ensure client satisfaction.
