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Taxes Top of Mind with Stephanie Helms (2/17/2024)

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Manage episode 401998085 series 3083349
Innhold levert av Alec Kelso and The Real Money Pros. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alec Kelso and The Real Money Pros 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.

As we start to near the end of February, questions about tax-related items start to flood in for advisors and CPAs all around the nation. So what better time to bring in a tax expert? Our partner and friend, Stephanie Helms, joins us via phone to talk about tax topics that should be top of mind and answer any caller questions. How to properly take your deductions, 1031 exchanges, estimated taxes, and so much more.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Guest:

Stephanie Helms, CPA

https://davestewartcpa.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episoder

Artwork
iconDel
 
Manage episode 401998085 series 3083349
Innhold levert av Alec Kelso and The Real Money Pros. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alec Kelso and The Real Money Pros 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.

As we start to near the end of February, questions about tax-related items start to flood in for advisors and CPAs all around the nation. So what better time to bring in a tax expert? Our partner and friend, Stephanie Helms, joins us via phone to talk about tax topics that should be top of mind and answer any caller questions. How to properly take your deductions, 1031 exchanges, estimated taxes, and so much more.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Guest:

Stephanie Helms, CPA

https://davestewartcpa.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

—————————————————————

SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episoder

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