About This Show
In this podcast we discuss how to solve accounting challenges in both your personal life and your business. We take an energetic, tech-savvy approach to solving accounting challenges that steal your focus and time. We are savvy accountants. We live for using accounting to solve real challenges people and businesses face. And we frequently find solutions to problems you didn’t know existed.Read more »
Most Recent Episode
Episode 30 - Making Sense of Estate and Gift Tax—with Partner Jennifer Hauck
In this episode, Matt Wheeler introduces you to his colleague Jennifer Hauck. Jen is a partner at Wheeler Accountants, specializing in individual income as well as estate and trust taxation. Matt and Jen discuss her practice, how she got started, and what she enjoys most about her job. Then, Jen dives into discussing her expertise, Wheeler Accountants’ approach to the estate and gift tax process, and some helpful estate and gift tax planning tips.
Tune in to learn more about Jen and the firm’s estate and gift tax practice!
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