We conduct interviews with leaders in accounting, wealth management, and fintech!
From Family Firm Roots to a Next-Gen Accounting Platform
In this episode, Rory speaks with Reyes Flores, founder and CEO of Platform Accounting Group, about his mission to bring Wall Street-level resources and innovation to Main Street accounting firms. With roots in his family’s small-town accounting practice, Reyes shares how Platform is helping boutique firms thrive by combining modern technology, like AI, with the multi-generational relationships that make local...
Recent Podcasts
Backdoor Roth IRA – Why and How
Putting money in a 401(k) plan is essentially a bet that your tax rate in retirement will be lower than...
What is the real dollar value of a 529 Plan?
There are many common misconceptions about 529s, but the ones I hear most often is with regards to their tax...
How am I Taxed When My Employer Pays me With Stock?
There are three common types of equity compensation – Restricted Stock Units, Incentive Stock Options, and Non Qualified Stock Options....