34 min

In-House Tax Department with PJ DiNuzzo, Ep. 99 Retirement Tax Services Podcast

    • Investing

My guest today has had taxes as part of his comprehensive approach to serving his clients for a long time, and he has some great insight to offer on the topic. P.J. DiNuzzo joins the show to share his background, how he decided to add tax preparation to his services, and important lessons he has learned along the way. His experience incorporating tax planning and prep into his practice is unique and a great example of how valuable (and sometimes complicated) it can be.

My guest today has had taxes as part of his comprehensive approach to serving his clients for a long time, and he has some great insight to offer on the topic. P.J. DiNuzzo joins the show to share his background, how he decided to add tax preparation to his services, and important lessons he has learned along the way. His experience incorporating tax planning and prep into his practice is unique and a great example of how valuable (and sometimes complicated) it can be.

34 min