Episode 37: Tax planning and current marketing trends featuring Carole Foos & Naren Arulrajah
January 21, 2019Share this idea
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Key Points:
- David Mandell & Carole Foos, Partners at OJM Group, in conversation with Ekwa Marketing CEO, Naren Arulrajah
- Introduction
- Background
- Changes you will see
- The impact for practice owners
- QBI deduction
- Planning Opportunity
- Accounts: Retirement vs traditional
- Mobile friendly website
- Final thoughts
David Mandell: David@ojmgroup.com
Carole Foos: carole@ojmgroup.com
Website: www.ojmgroup.com
Podcasts: www.ojmgroup.com/education/podcasts/
Naren’s Email: Naren@ekwa.com
Website: www.ekwa.com
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Send a text to 555-888 and enter: DERMPOD
Free consultation: Go to www.ojmgroup.com to schedule a free consultation
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