The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria episode artwork

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/

Episode metadata supplied by the publisher feed · Published Jun 13, 2022

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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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This episode was published on June 13, 2022.

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