Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the client experience like? Who facilitates each step of the process? What is the process for this robust referral relationship? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience/ Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship…

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs Podcast

Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past 40 years? Why are Americans paying so much in taxes during the years in which they are no longer “earning income” and even more so as they get closer and closer to life expectancy? Why…

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iOS 16 will let you bypass CAPTCHAs on some apps and websites

Using tech called “Private Access Tokens.” | Illustration by Alex Castro / The Verge When iOS 16 comes out later this fall, you may notice that you don’t have to deal with as many annoying CAPTCHAs asking you to slide a puzzle piece or distinguish between a hill and a mountain. That’s because Apple’s introducing a feature for its iPhones and Macs called Automatic Verification, which let some sites know that you’re not a bot without you actually having to do anything (via MacRumors). Apple has worked with two major…

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