Podcasts

Jagan Reddy is senior vice president of RevPro at Zuora, and Shauna Watson is a managing director at Accordion.

Dan Drees is chief growth officer at AvidXchange.

Vincent Chok is founder and group CEO of Legacy Trust.

Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.

Jimmy Nguyen is founding president of Bitcoin Association.

Brittany Westdyke is an Enrolled Agent and works for Intuit’s ProConnect Group as a senior tax analyst programmer. She attended the University of North Texas and graduated with her BS and MS degrees in Accounting in 2011

Over half of account holders neglect to move their funds, resulting in penalties and fees.

Phil Goldfeder is a former member of the New York State Legislature and now serves as the CEO of the American Fintech Council, or AFC.

Chris Chiriatti is audit & assurance managing director at Deloitte & Touche LLP.

Jonathan Prejean is a risk & financial advisory partner at Deloitte & Touche LLP.