EPISODE · Jun 13, 2022 · 48 MIN
The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria
from Earmark Podcast | Earn Free Accounting CPE · host Blake Oliver, CPA
Thanks to our Sponsor!Accountests: https://www.accountests.com/Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appIntuit's The Path to Advisory white paper https://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/Connect with Our GuestsJorge Olavarrieta, VP of Product Management and Design at Intuit https://www.linkedin.com/in/jolavarrieta/Learn more about Intuithttps://www.intuit.com/Minal Babaria, CPA, CTC, CEO and Founder of KB Tax Deviser CPAshttps://www.linkedin.com/in/minal-babaria/Learn more about KB Tax Deviser CPAshttps://www.kbtaxdevisers.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/
What this episode covers
We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal Babaria, CPA, CTC, CEO and founder of KB Tax Deviser CPAs to talk about Intuit's white paper, aptly called "The Path to Advisory." In addition, we'll take a look at types of tax advice, focusing on a niche, and empowering employees, and much more.
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The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria
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