EPISODE · Nov 20, 2022 · 37 MIN
Ep038: Supporting CPA Firms With Their IC-DISC Clients
from The IC-DISC Show · host David Spray
Today on the IC-DISC Show, we're talking with Brian Schwam, National Managing Director of International Tax at WTP Advisors. WTP Advisors and Export Advisors are the two founding members of the IC-DISC Alliance, and in this episode, we talk about the work we do with CPA firms to support their clients who have, or would benefit from having, an IC-DISC. Removing any concern about 'losing' clients to a competitor. This collaborative approach is a great way for CPA firms to expand their client offerings due to the specialist nature of the Alliance work. The flexible engagement model also ensures firms remain in control of the client relationship. This was a really interesting conversation and highlights the partnership opportunities that allow everyone involved to focus on what they do best. LINKSShow Notes Be a Guest About IC-DISC Alliance About Engineered Tax Services GUEST Brian SchwamAbout Brian Special Guest: Brian Schwam.
NOW PLAYING
Ep038: Supporting CPA Firms With Their IC-DISC Clients
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m