Ep012: Exploring the OCLAT (Optimized Charitable Lead Annuity Trust)

Apr 5, 2023 · 41m 20s
Ep012: Exploring the OCLAT (Optimized Charitable Lead Annuity Trust)
Description

On this edition of the Advisory Accelerator Podcast, we connect with Jonathon Morrison at Frazer, Ryan, Goldberg & Arnold, LLP, to discuss how his firm partners with CPA firms to...

show more
On this edition of the Advisory Accelerator Podcast, we connect with Jonathon Morrison at Frazer, Ryan, Goldberg & Arnold, LLP, to discuss how his firm partners with CPA firms to help expand their capabilities in the estate planning area. By partnering with the firm, CPAs are able to add expertise to their in-house personnel, allowing them to engage their clients with a more holistic and advisory minded approach. With the incredible complexity of today's tax code, no individual CPA can ever expect to have all the answers, and that's why more and more firms are partnering with members of the Advisory Accelerator to ensure that nothing is falling through the cracks when it comes to providing key clients proactive estate planning strategies. Take a listen to learn more about what it takes to accelerate your firm's advisory practice. LINKSShow NotesAbout Frazer Ryan Goldberg & Arnold LLP
GUESTS Jonathon Morrison
About Jonathon Special Guest: Jonathon Morrison.
show less
Information
Author Engineered Tax Services
Organization ETS Marketing
Website -
Tags
-

Looks like you don't have any active episode

Browse Spreaker Catalogue to discover great new content

Current

Podcast Cover

Looks like you don't have any episodes in your queue

Browse Spreaker Catalogue to discover great new content

Next Up

Episode Cover Episode Cover

It's so quiet here...

Time to discover new episodes!

Discover
Your Library
Search