September 11, 2023 Weekly Update

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Portfolio Update:  Murs and I have recorded our portfolio update for September 11, 2023

This Week’s Podcast – What’s The Difference Between an EA and a CPA in Retirement?

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the difference between an enrolled agent (EA) and a certified public accountant (CPA) in retirement planning. The CPA and EA deal with tax at a certain level but differ in their education, scope of work, geographical limitations, and ethical standards.

Listen in to learn how we utilize an EA to do tax strategy beyond just tax filing as part of retirement planning


This Week’s Blog – What’s The Difference Between an EA and a CPA?

We’ve been working hard for years on our integrated wealth management experience. A major component of the experience is tax planning and advice, and we even assist with tax filing to help lift the burden of financial management as a whole off the shoulders of our clients.

The integrated experience we offer allows our clients to have peace of mind and not worry about their taxes unless they want to.