Knowing Your Numbers - a podcast by Ivan Barretto, Megan Campbell, and Collin OBryant
from 2021-06-09T09:00:15
Topic 1 - Why do I need to know my numbers?
Topic 2 - What do the numbers tell me?
Topic 3 - What's inside the numbers?
Topic 4 - How do your numbers compare to others?
Topic 5 - What is my Firm worth?
Topic 6 - How do good numbers help throughout the year in the tax process?
Topic 7 - What are the advantages of proactively planning the taxes?
Topic 8 Is a valuation important for tax purposes?
Topic 9 - What are the top items you would suggest an RIA firm discuss immediately with their tax advisor in 2020?
Podcast guests:
Rick Wilkens, CPA
Co-Founder and Owner
Elevate CPA Group
Brian Nuttall, CPA, J.D.
Co-Founder and Owner
Elevate CPA Group
Further episodes of The RIA Compliance Collective
Further podcasts by Ivan Barretto, Megan Campbell, and Collin O'Bryant
Website of Ivan Barretto, Megan Campbell, and Collin O'Bryant