What I Learned Running A Tax Firm and an RIA Together
Автор: Petros Family Tax
Загружено: 2026-01-02
Просмотров: 8
Описание:
Do you run a Tax Firm and looking to start their own RIA? Or an RIA owner looking to start your own Tax Firm? Carl shares some insights for both types of firm owners about how best to approach starting up a sister company, what that might look like, and what some alternatives might be if starting both firms seem overwhelming.
Find us here:
Website: https://www.petrosfamilytax.com
LinkedIn: / petros-family-tax
Disclaimer
This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Carl Lymangood is an employee of Petros Family Tax & Petros Family Wealth. All opinions expressed by them are solely his own opinion and does not reflect the opinion of Petros Family Tax or Petros Family Wealth. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
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