2364: MONDAY MASTERY - QCDs and the FI Community by Sean Mullaney of FI Tax Guy

Optimal Finance Daily

English - July 03, 2023 07:00 - 13 minutes - ★★★★ - 24 ratings
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Sean Mullaney of FI Tax Guy discusses QCDs and the FI community
Episode 2364: MONDAY MASTERY - QCDs and the FI Community by Sean Mullaney of FI Tax Guy
Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.
Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.
Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning.
The original post is located here: https://fitaxguy.com/qcds-and-the-fi-community/
Visit Me Online at OLDPodcast.com
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Sean Mullaney of FI Tax Guy discusses QCDs and the FI community

Episode 2364: MONDAY MASTERY - QCDs and the FI Community by Sean Mullaney of FI Tax Guy

Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-only financial planning.

Sean established Mullaney Financial & Tax, Inc. after a lengthy career in public accounting. He worked in the tax departments of both Deloitte & Touche and PwC, including over 6 years in PwC’s Washington National Tax Services practice.

Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of the American Institute of Certified Public Accountants and an associate member of the National Association of Personal Financial Advisors. Sean has degrees in accounting, law, and taxation and a certificate in financial planning.

The original post is located here: https://fitaxguy.com/qcds-and-the-fi-community/

Visit Me Online at OLDPodcast.com

Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Learn more about your ad choices. Visit megaphone.fm/adchoices