If accountants seem boring and stuffy, we promise to break the mold. We're not quoting code section, but we are giving the details on how to play the tax game in a way you can understand. Dad shirts optional.
In this episode, Kelly and Jared share humorous and heartfelt stories about the unexpected questions and situations they encounter as tax professionals, from marriage and divorce to aging parents and business partnerships. They explore the human side of finance, emphasizing the importance of honesty, ethics, and perspective in their work.
Key Topics:
The vulnerability of clients when discussing finances
Humorous stories about client questions
The importance of ethical boundaries in tax advising
Conversations about marriage, divorce, and aging parents
The role of personality and perspective in financial decisions
Chapters:
00:00 Introduction and Episode Overview
00:07 The Personal Side of Client Questions
00:12 Marriage and Divorce Conversations
00:24 Handling Difficult Client Situations
00:52 Aging Parents and Estate Planning
01:10 The Value of Honest Conversations
01:13 Business Partnerships and Mediation
01:25 The Importance of Operating Agreements
01:40 Thoughts on Prenups and Marriage
01:42 The Humor in Client Interactions
2 Oct 2026
Plan Before You Convert
In this episode, Jared and Kelly delve into the complexities of Roth conversions, exploring strategies, pitfalls, and the importance of proactive planning for different life stages. They emphasize the need for financial professionals to ask the right questions early and to consider personalized scenarios to optimize tax outcomes.
"Once you put it in, it's never taxed again"
"There's a massive wave of old money coming"
"Ask better questions early in the planning process"
25 Sept 2026
Pursuing Excellence
This week we welcome Rick Moore, CPA of Iron Summit Tax Advisors to talk about his experiences with acquisitions, AI, and advisory.
Rick can be found at https://clearfixtax.com
If you want to be a guest on our podcast, please apply here: api.leadconnectorhq.com/widget/form/8h5GOkPHX4StymeujRzh (https://api.leadconnectorhq.com/widget/form/8h5GOkPHX4StymeujRzh)
Reach and audience
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Apple Podcasts (US)
5.0 / 5
6 ratings
Contact Tax Pros Unplugged
Guest appearances
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