Decoding Financial Advisory Roles With Brad Wooten

Podcast: The Perfect RIA · Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Opublikowano: 2026-07-23

In this episode of the TPR Podcast, Matthew welcomes CPA Brad Wooten to discuss his journey in launching a tax practice, the intricacies of S-Corp reasonable compensation, and the importance of taking a holistic approach to tax strategy. Brad emphasizes the need for effective communication with clients, especially during tax season, and shares insights on how financial advisors and CPAs can collaborate more effectively. The conversation also touches on the infighting within the financial advisory space regarding fee structures and the importance of understanding each other's roles. In this conversation, Brad Wooten, CPA, shares insights on the financial advisory...