Ep 34: Navigating Taxes And Complex Compensation With Ethan Pepper

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By Prajin and Steven Jarvis. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Steven’s guest this Monday is financial advisor Ethan Pepper. Steven and Ethan discuss a client with a complicated tax situation: she is a dual citizen of the US and Italy, she's got multiple forms of equity compensation and she's recently sold a house in Italy.

Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a

62 episodes