Tax Reporting At The Source With Eric Bronnenkant Retirement Tax Services podcast

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Trading Business Prajin Steven Jarvis Tax Planning

Innhold levert av Prajin and Steven Jarvis. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Prajin and Steven Jarvis 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.

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Tax reporting at the source with Eric Bronnenkant

3M ago 24:14

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MP3•Episoder hjem

Innhold levert av Prajin and Steven Jarvis. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Prajin and Steven Jarvis 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.

This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on.

https://zurl.co/E1Ar

… continue reading

114 episoder

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

Artwork

Tax reporting at the source with Eric Bronnenkant

Retirement Tax Services Podcast

11 subscribers

published 3M ago

Del

MP3•Episoder hjem

Innhold levert av Prajin and Steven Jarvis. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Prajin and Steven Jarvis 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.

This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on.

https://zurl.co/E1Ar

… continue reading

114 episoder

#Trading #Business #Prajin #Steven Jarvis #Tax Planning

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