Feb 7, 2020
Jan 24, 2020
Connecting on a personal level with your client has never been more important. With the wave of technology in the tax world, it is clear that we need to adapt to the client's needs. James Ludlow from Weave shared some insight on the technology out there to help you reach the new generation.
Jan 17, 2020
On this episode we sat down with a couple of our members visiting from Fresno, CA. The team at Diaz Financial Services shared their experience being in the tax industry.
Jan 10, 2020
LTP headquarters had a surprise visit from Juan! Check out our chat with Juan on how he got in the tax industry and a little about their services with Speede Tax.
Jan 3, 2020
Juan Montes, EA touches on California’s AB5 and how it modifies the analysis to determine who is an employee v. an independent contractor.
Juan has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA),...