Tax Savvy

Summary In this podcast episode, Ryan Stephenson interviews Jason Frownfelter, VP of Client Relations at TaxMatrix, a company specializing in sales and use tax recovery and exemption compliance. Jason shares his unique journey into the tax consulting industry, the services offered by TaxMatrix, and the importance of technology in streamlining operations. The conversation also delves into the chall...

In this conversation, Craig Fouts CPA, Partner at Align Tax Consulting and Kyle Stephenson D.O. discuss the intersection of real estate investment and tax strategies, particularly for physicians. Kyle shares his journey from being an orthopedic surgeon to becoming an informed real estate investor, emphasizing the importance of education and understanding tax benefits. They explore various strategi...

In this episode, Owen Pryor of Evans May Advisory shares his journey in the financial services industry, the innovative structure of his CPA firm, and the importance of client service. Owen emphasizes leveraging technology to enhance client engagement and the evolving needs of clients in today's market. The discussion also covers the significance of quarterly planning in light of recent tax l...

In this episode of the Tax Savvy podcast, our host Craig Fouts of Align Tax Consulting speaks with international tax lawyer, Sean King about the evolving landscape of global business and taxation. Sean shares insights from his extensive experience in the field, discussing the challenges and opportunities faced by companies operating across borders. Key topics include the importance of transfer pri...

In this conversation, Bob Lewis, President of the Visionary Group , discusses the current challenges and opportunities in the accounting industry, particularly focusing on M&A, private equity, and the impact of AI. He emphasizes the importance of having a clear independence plan for firms, the need for informed decision-making in succession planning, and the potential for firms to reshape thei...

In our very first episode, we sit down with Jason Werner of Werner Financial to talk about the power or pairing strategic financial planning with specialty tax strategies.  Jason brings his signature energy and insights as we dig into how thoughtful planning can unlock major opportunities for clients.  If you've ever wondered whether your financial plan is missing a critical piece, this is th...

Welcome to the Tax Savvy Specialty Tax Podcast!  In this sneak peek, Ryan and Craig give you a behind-the-scenes look at what's coming.  This isn't your typical tax podcast - expect engaging guest experts, real business case studies, and technical insights that actually make sense. Tune in to see how specialty tax can deliver real value to your business and get ready to subscribe before...