Multi-Generational Wealth: Transforming Tax Prep into a Legacy-Building Journey

The Growth Minded Accountant

Вміст надано Lee Reams II from CountingWorks PRO. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Lee Reams II from CountingWorks PRO або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

6M ago 37:24

MP3•Головна епізоду

In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.

84 епізодів

#Higher Education #Business #Podcasting Education #Marketing #Lee Reams II And CountingWorks PRO #Accounting #Digital Marketing #Marketing Accountability #Accountant Marketing #Marketing For Cpas #Marketing For Tax Professionals #Websites For Accountants #Accounting Trends #Cpa Trends #Accounting Courses