Personal Wealth Advisors Podcasts

Podcast September 20, 2019 Did You Get an IRS Crypto Warning Letter?

Tim Speiss discusses why the IRS sent a recent round of letters to cryptocurrency investors regarding their reporting obligations.

Podcast January 08, 2019 How the Government Shutdown Might Impact You

The government shutdown could adversely impact individuals and businesses. In this podcast, EisnerAmper's Michael Imber examines the impact on tax returns, the stock market, government grants and loans and more. Find out how the government shutdown m…

Podcast December 28, 2017 How New Yorkers Can Prepay Their Property Taxes

Tim Speiss, Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group, discusses how New Yorkers can prepay their property taxes early, according to Governor Cuomo’s Plan.

Podcast June 19, 2017 Brexit’s Impact on Investors and Wealth Management

In this Brexit series podcast, Dave Plaskow examines the impact of Brexit on investors and wealth management as he speaks with Timothy Speiss, EisnerAmper’s Partner In-Charge of the Personal Wealth Advisors Group of EisnerAmper Wealth Planning.

Podcast December 02, 2016 Help Wanted! Attracting and Retaining Top Talent in a Tight Labor Market

Attendees discuss the talent marketplace, their hiring plans for 2017, and the innovative approaches they’re taking to retain talent as well as succession planning, taxation and the proposed 2017 valuation regulations.

Podcast December 02, 2016 Help Wanted! Attracting and Retaining Top Talent in a Tight Labor Market

Dave Plaskow interviews Adam Berman from TayganPoint Consulting Group and Bill Blum of Alpine Business Systems and discuss the current talent marketplace, their hiring plans for 2017, and the innovative approaches they’re taking to retain talent.

Podcast October 26, 2016 Tax Reporting of Foreign Direct Investment

Tim Speiss takes on off-shore investment tax reporting on U.S. tax returns – especially those with real estate, bank and investment account holding, where there are enhanced disclosure requirements including submitting balance sheets.

Podcast October 25, 2016 Developing a Total Asset Allocation Strategy

In this podcast, Tim Speiss addresses the most common assets found in most portfolios and then segues into a discussion about the importance of conducting an asset allocation review, risk tolerance, income needs and asset growth expectations.