Peter Mallouk and his guest, Tax Director Scott Hipp, discuss why income tax preparation should result from strategy, and not from form-filling. They explain that the client-preparer relationship should have year-round benefits and not just focus on an April 15-driven deadline. Listen in as we explore these topics in the latest podcast episode.
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.
Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
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