Shahar Plinner's guest appearances

Shahar Plinner

Sound Financial Group

What Fuels You

Run Your Business Like A Business

Jean Thompson

Suze Orman

Mike McDerment

Scott Adams

Sadie Lincoln

Paul Adams

Mark Adams

Amy Nelson

Ellen Bennett

Joe Heitzeberg

Sean Stephenson

Jeff Miller

Dan Levitan

Todd Bishop

Michel Feaster

OwlTail

Shahar Plinner is the co-founder and CEO of Formations, and a Tax Guru and entrepreneur with over 15 years of experience in the field. He is an advocate to the self-employed and helps them stop the overpayment of taxes and keep their hard-earned money for better consumption, investment, and retirement. Shahar has managed thousands of clients, tax returns, business structures and S-Corps, and before he Founded Formations, he built a successful tax accounting practice in Seattle, serving over 3,500 customers. Shahar is married has 3 amazing kids. See omnystudio.com/listener for privacy information.

Shahar Plinner is the co-founder and CEO of Formations, and a Tax Guru and entrepreneur with over 15 years of experience in the field. He is an advocate to the self-employed and helps them stop the overpayment of taxes and keep their hard-earned money for better consumption, investment, and retirement. Shahar has managed thousands of clients, tax returns, business structures and S-Corps, and before he Founded Formations, he built a successful tax accounting practice in Seattle, serving over 3,500 customers. Shahar is married has 3 amazing kids. See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

S13E1: Shahar Plinner

In this very first episode of the newly branded Your Business, Your Wealth Podcast, Paul welcomes Shahar Plinner to break down the five pillars of tax planning. Shahar is certified public accountant who specializes in tax preparation and strategy consulting. Paul and Shahar discuss tax savings tools, cash flow, and the value of defined benefits plans. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-137 “Legends Are Made" Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

In this very first episode of the newly branded Your Business, Your Wealth Podcast, Paul welcomes Shahar Plinner to break down the five pillars of tax planning. Shahar is certified public accountant who specializes in tax preparation and strategy consulting. Paul and Shahar discuss tax savings tools, cash flow, and the value of defined benefits plans. For full show notes, including a FREE PDF of the transcription, visit: <a href="http://fullcast.co/ybyw-137" rel="noopener nofollow" target="_blank">http://fullcast.co/ybyw-137</a> “Legends Are Made" Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

137 - The 5 Pillars of Tax Planning with Shahar Plinner