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

Rick@elevatecpagroup.com

Brian Nuttall, CPA, J.D.

Co-Founder and Owner

Elevate CPA Group

Brian@elevatecpagroup.com

www.elevatecpagroup.com