The path towards advisory in tax with Jorge Olavarrieta and Minal Babaria
Download MP3We're continuing the Path to Advisory series and now moving on to tax. Today, I'm joined by Jorge Olavarrieta, Intuit's VP of Product Management and Design, and Minal Babaria, CPA, CTC, CEO and founder of KB Tax Deviser CPAs to talk about Intuit's white paper, aptly called "The Path to Advisory." In addition, we'll take a look at types of tax advice, focusing on a niche, and empowering employees, and much more.
Thanks to our Sponsor!
Accountests: https://www.accountests.com/
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Accountests: https://www.accountests.com/
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Intuit's The Path to Advisory white paper
https://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/
Intuit's The Path to Advisory white paper
https://proconnect.intuit.com/taxprocenter/practice-management/the-path-to-advisory-now-available-for-download/
Connect with Our Guests
Jorge Olavarrieta, VP of Product Management and Design at Intuit
https://www.linkedin.com/in/jolavarrieta/
Learn more about Intuit
https://www.intuit.com/
Minal Babaria, CPA, CTC, CEO and Founder of KB Tax Deviser CPAs
https://www.linkedin.com/in/minal-babaria/
Learn more about KB Tax Deviser CPAs
https://www.kbtaxdevisers.com/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/