Navigating Taxes And Complex Compensation

Navigating Taxes And Complex Compensation

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.
Giving Up Partnerships and Starting Your Own Firm

Giving Up Partnerships and Starting Your Own Firm

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...