Podcast: Tim Steffen Discusses When and How to Engage with a CPA

Private Wealth Management

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, shares insights on when and how to engage with a certified public accountant (CPA) or another qualified professional for help with your taxes on “The Money with Katie Show” podcast.

Listen to the episode on The Money with Katie Show

(Tim’s segment starts at 2:10.)

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