• Every Advisor Should Prepare a Tax Return with Jacob DuBose

  • 2024/08/19
  • 再生時間： 27 分
  • ポッドキャスト

Every Advisor Should Prepare a Tax Return with Jacob DuBose

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  • In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career.

    https://zurl.co/5nRG
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あらすじ・解説

In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career.

https://zurl.co/5nRG
個人ファイナンス 経済学
続きを読む 一部表示

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