Knowing Your Numbers
from The RIA Compliance Collective
Topic 1 - Why do I need to know my numbers? Topic 2 - What do the numbers tell me? Topic 3 - What's inside the numbers? Topic 4 - How do your numbers compare to others? Topic 5 - What is my Firm worth? Topic 6 - How do good numbers help throughout the year in the tax process? Topic 7 - What are the advantages of proactively planning the taxes? Topic 8 Is a valuation important for tax purposes? Topic 9 - What are the top items you would suggest an RIA firm discuss immediately with their tax advisor in 2020? Podcast guests: Rick Wilkens, CPA Co-Founder and Owner Elevate CPA Group [email protected] Brian Nuttall, CPA, J.D. Co-Founder and Owner Elevate CPA Group [email protected] www.elevatecpagroup.com
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