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Amy Nadler, CPA
Manage episode 344760293 series 3407403
Come with us for this exciting inaugural episode of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, sits down to talk taxes, tax preparation, tax strategies and best practices with his longtime friend Amy Nadler, CPA of Levy Tax and Consulting LLC based in Atlanta, GA. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
21 episoder
Manage episode 344760293 series 3407403
Come with us for this exciting inaugural episode of Taking the Complex and Making it Simple: The Merlin Wealth Management Educational Podcast. This week Michael Merlin, Founder of Merlin Wealth Management, sits down to talk taxes, tax preparation, tax strategies and best practices with his longtime friend Amy Nadler, CPA of Levy Tax and Consulting LLC based in Atlanta, GA. Please visit https://rcm.rockco.com/merlin for more information about Merlin Wealth Management at Rockefeller Capital Management.
21 episoder
Alla avsnitt
×1 2024 Election Implications: Insights Into Tax Policy and Estate Planning With A Republican Majority 42:50
1 Nick Sonnenberg On How Efficiency Can Change Your Business 35:02
1 Is the Glass Still Half Full? A Discussion of What’s Ahead in 2H24 and Beyond 53:13
1 Demystifying Family Office Services Part 2 30:39
1 Demystifying Family Office Services Part 1 32:51
1 Solvable Problems: 3rd Quarter 2023 Recap 45:39
1 Demystifying Investment Banking: What to know about Mergers, Acquisitions, and Business Sales 40:07
1 Conventional Wisdom - Bucking the Trend 1:02:05
1 Financial Planning for Millennials and Gen Z 27:29
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