Mar 15, 2022
In this episode Eric and Matt discuss how to be prepared for tax season working with your accountant and tips and tricks to keep in mind for a smooth tax filing experience.
Mar 11, 2022
In this episode Eric and Matt discuss the difference between a Tax PREPARER and a Tax ADVISOR - And why having the right type on your team depends on what you are looking to get out of the relationship.
Mar 4, 2022
In this episode Eric and Matt cover part II of our "what would a billionaire do?" series. Learn more about how billionaires approach investing, managing their assets, risk management, travel, their legacy and more.
Feb 9, 2022
In this episode Eric and Matt discuss WWBD - What would a Billionaire Do? In this multi-part series Eric and Matt discuss how Billionaires approach their financial affairs - and things you can learn from their approach to apply to yourself.
Nov 16, 2021
COVID has drastically changed and accelerated the remote work environment, opening up the possibility to work from anywhere. With those changes come state income tax considerations, and planning opportunities. In this episode Eric and Matt dive into some basics of state income taxation related to compensation income,...