))
Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan
Manage episode 434639573 series 2895276
المحتوى المقدم من Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success.
Story Notes:
- The Importance of Health and Self-Care
- Helping Young Professionals and Pre-Retirees with Financial Planning
- Blake Pinyon's Journey into the Financial Services Industry
- Overcoming Personal Challenges and Using Them as Motivation
- San Diego State University and Sports Achievements
- Blake Pinyon's Role at Anchor Bay Capital
- The Benefits of an Enrolled Agent (EA) Designation for Tax Services
- Resolving Tax Disputes and Saving Money through Tax Planning
- Expertise in Equity Compensation
Learn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/
WEALTH: Not getting enough clients? Book a FREE
(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches
#TaxPlanning #FinancialSuccess #TaxDisputes #EnrolledAgent #FinancialAdvisor #YoungProfessionals #PreRetirees #WealthManagement #InvestmentStrategies #EstatePlanning #FinancialPlanning #BlakePinyan #AnchorBayCapital #FinancialServices #MoneySavingTips #TaxAdvice
116 حلقات
مشاركة
