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Content provided by Lee Reams II from CountingWorks PRO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Reams II from CountingWorks PRO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Multi-Generational Wealth: Transforming Tax Prep into a Legacy-Building Journey

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Manage episode 472388156 series 3613678
Content provided by Lee Reams II from CountingWorks PRO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Reams II from CountingWorks PRO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 472388156 series 3613678
Content provided by Lee Reams II from CountingWorks PRO. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lee Reams II from CountingWorks PRO or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.

  continue reading

63 episodes

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