Dan is a CPA, tax advisor and CFO for multiple companies. Dan gives us the questions to ask when interviewing advisors and a roadmap on how to set your small business up for long term success. Spoiler alert: sometimes taking the highest deductions isn’t the best strategy.
Produced by SB Studios
A unstoppable power couple that any parent who wants to raise financial literate children can emulate. Brandon Vezzoso and Lexey Neitzel guide us through...
Van and Bre present a well-kept secret of the tax code that will help you mitigate taxes, grow your portfolio, and could save your...
Full-time escrow officer, fuller-time comedian. Beth is a firecracker that’s all brains and a wit that’ll leave your head spinning. Beth takes us through...
