Leila Shaver
5 Podcast Episodes
But am I even allowed to do tax planning? With Leila Shaver.
But am I even allowed to do tax planning? With Leila Shaver.
In this episode Steven welcomes RIA Attorney Leila Shaver to the show to talk about the line between tax planning and t... Read more
27 Mar 2023
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32mins
But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103
But Is That Tax Advice? With Special Guests Leila Shaver and Micah Shilanski, Ep. 103
Financial advisors are generally not qualified to give tax or legal advice when helping out clients. However, these are ... Read more
12 Sep 2022
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30mins
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What Works Wednesday with Guests Steven Jarvis and Leila Shaver
What Works Wednesday with Guests Steven Jarvis and Leila Shaver
As financial advisors, we are generally not qualified to give tax or legal advice when helping our clients. However, the... Read more
10 Aug 2022
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31mins
FinancialAdvisors.com Interviews Leila Shaver
FinancialAdvisors.com Interviews Leila Shaver
Leila Shaver is our guest on today's podcast. She's a recent member of FinanicalAdisors.com and is President of My RIA L... Read more
3 Dec 2020
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27mins
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Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
Episode 234 – Stop Viewing Compliance as Your Business-Prevention Department –– With Leila Shaver
Are you an advisor who feels nervous about compliance? Join the club. You might even want to start a podcast, but you’re... Read more
12 May 2020
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29mins
