• Are You Covered? with Cameron Norris

  • 2024/08/26
  • 再生時間： 32 分
  • ポッドキャスト

Are You Covered? with Cameron Norris

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  • In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice.

    https://zurl.co/Yntc
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あらすじ・解説

In this episode, Steven is joined by Cameron Norris from Golsun Scruggs, to talk about the realities of the liability that financial advisors face around taxes. Some advisors may be surprised to know that the liability is there, whether they proactively give tax advice or not. Steven and Cameron go through real world examples of the types of claims that get filed and the policy provisions that advisors should be paying attention to to make sure they have a great partner if something ever were to come up in their practice.

https://zurl.co/Yntc
個人ファイナンス 経済学
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