Artwork

Nội dung được cung cấp bởi Paul G. McManus. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Paul G. McManus hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Player FM - Ứng dụng Podcast
Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !

053: Safeguarding Your Clients: Elite Tax Strategies and Audit Defense with Ben Golden

28:42
 
Chia sẻ
 

Manage episode 417250745 series 3479584
Nội dung được cung cấp bởi Paul G. McManus. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Paul G. McManus hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning.
This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution.
Ben's Journey: From Tax Crisis to Tax Expert
Career Evolution: Originally focusing on tax resolution, Ben expanded into tax planning as a response to the slowdown of IRS operations during COVID-19. This expansion was driven by his desire to continuously support clients in managing their tax obligations efficiently.
Specialization in Tax Resolution: Ben discusses the pivotal experiences that shaped his career, including his own daunting encounter with the IRS. These experiences underscore his commitment to advocating for clients, often navigating complex, stressful situations to secure favorable outcomes.
Golden Tax Relief: Empowering Taxpayers
Client Advocacy Explained: Ben details his role in helping clients handle the IRS, providing insights into the emotional and financial toll these challenges can take and how he assists in transforming these situations.
Challenging the IRS: A standout moment is Ben’s recount of his personal battle with the IRS, illustrating his deep understanding of IRS procedures and his strategic acumen in defending his rights and those of his clients.
Elite Resource Team and Collaborative Tax Planning
Integrating Expertise: We discuss how Ben’s work aligns with the collaborative models within the Elite Resource Team, highlighting the synergy between advisors and CPAs in crafting proactive tax strategies.
Future of Tax Practice: The conversation also explores the impact of technological advancements like AI in tax practice, and Ben's proactive approach to integrating these tools to enhance service delivery.
Key Takeaways and Future Directions

The Importance of Proactive Planning: Ben emphasizes the necessity of proactive strategies in tax planning, advocating for early and informed action to prevent future tax crises.
Looking Ahead: As the landscape of tax services continues to evolve with technological advancements, Ben predicts increasing reliance on sophisticated tools and strategies to enhance the effectiveness of tax resolution and planning.
About our Guest:
Ben Golden,
is founder and CEO at Golden Tax Relief.
You can learn more about his work at:
Website: https://www.goldentaxrelief.com/about
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

Claim your free audiobook copy at: www.theshortbookformula.com

Support the Show.

  continue reading

56 tập

Artwork
iconChia sẻ
 
Manage episode 417250745 series 3479584
Nội dung được cung cấp bởi Paul G. McManus. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Paul G. McManus hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

In this episode, I welcome Ben Golden, founder and CEO at Golden Tax Relief, to delve into the intricate world of tax resolution and planning.
This episode unveils Ben's comprehensive approach to navigating IRS challenges, emphasizing his dedication to client advocacy and his expertise in tax resolution.
Ben's Journey: From Tax Crisis to Tax Expert
Career Evolution: Originally focusing on tax resolution, Ben expanded into tax planning as a response to the slowdown of IRS operations during COVID-19. This expansion was driven by his desire to continuously support clients in managing their tax obligations efficiently.
Specialization in Tax Resolution: Ben discusses the pivotal experiences that shaped his career, including his own daunting encounter with the IRS. These experiences underscore his commitment to advocating for clients, often navigating complex, stressful situations to secure favorable outcomes.
Golden Tax Relief: Empowering Taxpayers
Client Advocacy Explained: Ben details his role in helping clients handle the IRS, providing insights into the emotional and financial toll these challenges can take and how he assists in transforming these situations.
Challenging the IRS: A standout moment is Ben’s recount of his personal battle with the IRS, illustrating his deep understanding of IRS procedures and his strategic acumen in defending his rights and those of his clients.
Elite Resource Team and Collaborative Tax Planning
Integrating Expertise: We discuss how Ben’s work aligns with the collaborative models within the Elite Resource Team, highlighting the synergy between advisors and CPAs in crafting proactive tax strategies.
Future of Tax Practice: The conversation also explores the impact of technological advancements like AI in tax practice, and Ben's proactive approach to integrating these tools to enhance service delivery.
Key Takeaways and Future Directions

The Importance of Proactive Planning: Ben emphasizes the necessity of proactive strategies in tax planning, advocating for early and informed action to prevent future tax crises.
Looking Ahead: As the landscape of tax services continues to evolve with technological advancements, Ben predicts increasing reliance on sophisticated tools and strategies to enhance the effectiveness of tax resolution and planning.
About our Guest:
Ben Golden,
is founder and CEO at Golden Tax Relief.
You can learn more about his work at:
Website: https://www.goldentaxrelief.com/about
About Your Host: Paul G. McManus is an accomplished author and expert in helping financial professionals grow their businesses. With over eight years of experience working exclusively with financial professionals, Paul has helped his clients generate tens of millions of dollars in fees and commissions.

Claim your free audiobook copy at: www.theshortbookformula.com

Support the Show.

  continue reading

56 tập

Tất cả các tập

×
 
Loading …

Chào mừng bạn đến với Player FM!

Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.

 

Hướng dẫn sử dụng nhanh