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Boomers, Bucks, and Bling Podcast | Ep 5 Challenges Boomers May Have with Social Security and Taxes

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Manage episode 453649192 series 3609976
Innhold levert av Carl Spiteri. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Carl Spiteri eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Boomers, Bucks, and Bling Podcast Episode 5: Challenges Boomers Face with Social Security and Taxes with Steve Alpinieri
In this episode, we dive into the challenges baby boomers encounter with Social Security and taxes, featuring expert insights from Steven Alpinieri. Steven is the founder of a full-service CPA firm established in 2010. With a career in public accounting since 1997, he brings extensive experience as a former assurance services partner at a reputable CPA firm.
Steven specializes in preparing complex corporate, partnership, trust, and individual tax returns. His technical expertise extends to performing audits, reviews, and compilations of financial statements, as well as offering consulting services. He has worked with manufacturers, distributors, construction contractors, internet companies, 401(k) audits, and non-profit organizations. Steven has also helped clients save thousands of dollars in taxes by securing various federal and state credits.
Steven Alpinieri holds a Bachelor of Science degree in Accounting from San Diego State University and is a proud member of the California Society of Certified Public Accountants. Tune in to gain valuable tax and Social Security insights tailored for baby boomers.
Steven Alpinieri
steve@sandiegocpasteve.com
https://sandiegocpasteve.com
💬 What questions do you have about reverse mortgages? Comment below!
#ReverseMortgage #SeniorFinance #retirementplanning #taxplanning
🔗 Website: https://www.boomersbucksandbling.com/
🔗 Youtube: https://www.youtube.com/@CarlSpiteri/podcasts
🔗 Spotify: https://open.spotify.com/show/74gbOcYQujuMiUZRPivl4l
🔗 Amazon Music: https://music.amazon.com/podcasts/927e396d-c067-450d-96fd-b431e63671f9/boomers-bucks-and-bling-podcast
🔗 Apple: https://podcasts.apple.com/us/podcast/boomers-bucks-and-bling-podcast/id1774051586

  continue reading

6 episoder

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iconDel
 
Manage episode 453649192 series 3609976
Innhold levert av Carl Spiteri. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Carl Spiteri eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Boomers, Bucks, and Bling Podcast Episode 5: Challenges Boomers Face with Social Security and Taxes with Steve Alpinieri
In this episode, we dive into the challenges baby boomers encounter with Social Security and taxes, featuring expert insights from Steven Alpinieri. Steven is the founder of a full-service CPA firm established in 2010. With a career in public accounting since 1997, he brings extensive experience as a former assurance services partner at a reputable CPA firm.
Steven specializes in preparing complex corporate, partnership, trust, and individual tax returns. His technical expertise extends to performing audits, reviews, and compilations of financial statements, as well as offering consulting services. He has worked with manufacturers, distributors, construction contractors, internet companies, 401(k) audits, and non-profit organizations. Steven has also helped clients save thousands of dollars in taxes by securing various federal and state credits.
Steven Alpinieri holds a Bachelor of Science degree in Accounting from San Diego State University and is a proud member of the California Society of Certified Public Accountants. Tune in to gain valuable tax and Social Security insights tailored for baby boomers.
Steven Alpinieri
steve@sandiegocpasteve.com
https://sandiegocpasteve.com
💬 What questions do you have about reverse mortgages? Comment below!
#ReverseMortgage #SeniorFinance #retirementplanning #taxplanning
🔗 Website: https://www.boomersbucksandbling.com/
🔗 Youtube: https://www.youtube.com/@CarlSpiteri/podcasts
🔗 Spotify: https://open.spotify.com/show/74gbOcYQujuMiUZRPivl4l
🔗 Amazon Music: https://music.amazon.com/podcasts/927e396d-c067-450d-96fd-b431e63671f9/boomers-bucks-and-bling-podcast
🔗 Apple: https://podcasts.apple.com/us/podcast/boomers-bucks-and-bling-podcast/id1774051586

  continue reading

6 episoder

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