R&D Tax Credits and Financial Education with Randy Crabtr...

What this episode covers

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals. This is a great episode as it touched very niche parts of tax planning, as Randy’s firm educates other CPAs and industrial clients including R&D and other unique tax credits. Further, Randy and Mike draw the parallels of their true passion for teaching their respective professions of Tax Planning and Financial Planning to other industry professionals. This is a great episode for CPAs who represent Manufacturers, Software Developers, Architects, and Engineers. This episode would also interest business owners / founders who wish to move on from daily management of the business to a different, but active role in the company.

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Frequently Asked Questions

How long is this episode of Financial Planning Explained?

This episode is 27 minutes long.

When was this Financial Planning Explained episode published?

This episode was published on July 28, 2022.

What is this episode about?

On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP is joined by Randy Crabtree, CPA. Randy is the Co-Founder and Partner at Tri-Merit Specialty Tax Professionals. This is a great episode as it touched very niche...

Can I download this Financial Planning Explained episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.