Sep 18, 2025
In this episode, Tom discusses the importance of early financial and tax planning as summer comes to an end. He emphasizes the need for proactive strategies to mitigate taxes and highlights common misconceptions about tax planning. The conversation covers various opportunities for business owners, investment...
Sep 11, 2025
Joining Tom today is Marlene Amata, a seasoned tax accountant, who shares about the evolution of tax planning and the importance of collaboration in financial services. Marlene shares her journey from disliking accounting to finding passion in helping clients navigate their financial lives. They discuss the concept...