The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Ep. #19: Including Taxes in Your Service Model - and Loving It! - Tim Caban, EA, CFP®
Manage episode 300112150 series 2639281
Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.
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27 episodios
Manage episode 300112150 series 2639281
Contenido proporcionado por Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Should you include tax planning in your offerings? Maybe even (gasp!) tax preparation? Join our guest, Timothy Caban, EA, CFP®, Founder of Copper Beech Advisors, as he tells us why he started out not wanting to provide tax planning, but now relishes it as one indispensable part of his firm and the value he provides for his clients. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Tim Caban, please visit www.CopperBeechAdvisors.com.
…
continue reading
27 episodios
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