- Resources
The Tax Savvy Podcast
Real business stories, engaging guest experts, and practical tax strategies,
all designed to help you keep more money in your pocket.
Real business stories, engaging guest experts, and practical tax strategies, all designed to help you keep more money in your pocket.
- Episodes
Conversations worth your commute
Latest Episode
Building a Modern CPA Firm, with Owen Pryor
Owen Pryor, Evans May Advisory
Owen shares how his firm structures client service around technology and quarterly planning, why partnering with a specialty tax firm fits into that model, and how his team approaches talent and growth.
Episode 1
Pairing Financial Planning with Specialty Tax, with Jason Werner
Jason Werner, Werner Financial
Jason brings his signature energy to a conversation about how thoughtful financial planning uncovers major specialty tax opportunities that often get missed.
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