• Tax reporting at the source with Eric Bronnenkant

  • Jun 17 2024
  • Duración: 24 m
  • Podcast

Tax reporting at the source with Eric Bronnenkant

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • This week Steven is joined by the Head of Tax at Betterment, Eric Bronnenkant, who is both a CPA and CFP. Betterment is a tech-forward investment platform setting themselves apart for going above and beyond when it comes to tax reporting. Eric shares how they have been able to incorporate feedback from clients and tax professionals to make tax time go more smoothly (which means more gets reported correctly and clients have better outcomes!). Listen to the end as Eric and Steven discuss actions that advisors can take regardless of what platform they are currently on.

    https://zurl.co/E1Ar
    Más Menos
activate_WEBCRO358_DT_T2
Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre Tax reporting at the source with Eric Bronnenkant

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles