Mar 08 2022 31 mins
In the first part of this two-part episode, Phil speaks with Roslyn Haynie Banks, an enrolled agent, 40 Under 40 Honoree and author. Roslyn shares her career path to becoming an EA and how she became intrigued by taxation while handling the book keeping for her family's farming business in rural Virginia. She shares how clients can determine if their Financial Advisor is the best fit for them.