37 min
Ep 58: Amber Storms Interview Retirement Plan Playbook
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- Investing
We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential that is awarded by the IRS. She is passionate about helping her clients navigate through the complex and ever-changing tax landscape. Brent, Matthew, and Joshua discuss common mistakes Amber sees in her practice, collaborative tax planning, and some considerations to keep in mind as we approach the end of the year.
Amber's Links:
Website: https://www.collaborativetaxpartners.com/
Email: amber@ctptax.com
Call: 877-634-3377
RPA's Links:
Website: https://rpawealth.com/
Call: 909-296-7977
We invite Amber Storms of Collaborative Tax Partners to the podcast this week. Amber is an enrolled agent, which is the highest credential that is awarded by the IRS. She is passionate about helping her clients navigate through the complex and ever-changing tax landscape. Brent, Matthew, and Joshua discuss common mistakes Amber sees in her practice, collaborative tax planning, and some considerations to keep in mind as we approach the end of the year.
Amber's Links:
Website: https://www.collaborativetaxpartners.com/
Email: amber@ctptax.com
Call: 877-634-3377
RPA's Links:
Website: https://rpawealth.com/
Call: 909-296-7977
37 min