The daily drama of money and work from the BBC.
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News and insight from the business world. Download the podcast via the BBC Sounds app.
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Every weekday, host Kai Ryssdal helps you make sense of the day's business and economic news — no econ degree or finance background required. "Marketplace" takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
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Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan with Carter Wilcoxson Founder of CSI Financial Group
Manage episode 450890197 series 1182008
Content provided by Eliances Heroes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eliances Heroes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success. Carter Wilcoxson, the Founder of CSI Financial Group, Laser focused on Client Acquisition, Client Retention, and Advisor Support. csifg.com
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Manage episode 450890197 series 1182008
Content provided by Eliances Heroes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eliances Heroes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success. Carter Wilcoxson, the Founder of CSI Financial Group, Laser focused on Client Acquisition, Client Retention, and Advisor Support. csifg.com
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Similar to Heroes in Business
The daily drama of money and work from the BBC.
…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
The definitive business podcast from the BBC. Each week, the BBC's Evan Davis is joined by bosses, entrepreneurs and industry experts, to lift the lid on how their businesses work, and what it’s like to be in charge. They discuss a big issue, a big challenge, or a big question facing their industry. From managing AI to managing millennials, from supermarkets to supercharging a new product. And our guests will share their stories of success and failure along the way. Podcasts are published ev ...
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Every weekday, host Kai Ryssdal helps you make sense of the day's business and economic news — no econ degree or finance background required. "Marketplace" takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
