by Janina Pepper | Jan 10, 2023 | Blog
Ethan joins the Retirement Tax Services Podcast hosted by Steven Jarvis, CPA, to discuss strategies for a complicated tax situation: helping a client with dual citizenship, and multiple forms of equity compensation, who recently sold a home in Italy.
by Janina Pepper | Dec 17, 2022 | Blog
Ethan joins the New Planner Podcast hosted by Caleb Brown, CFP and Co-founder of New Planner Recruiting to share how he got started as a financial planner—and started Orchard City Wealth Management. Ethan shares how family members influenced his career early on, why...
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