Ask A Banker: A Conversation with a CPA


Manage episode 271517156 series 2199045
By Barret School of Banking. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Earlier this year, the #TaxTwitter community discussed some of the craziest things bankers have asked CPAs. It got me to thinking that there is probably room for both parties to sit down and talk about our similarities and differences and see how we can work together. In many communities, we serve the same people and even have similar approaches to our roles...but do we really know how to work with each other? Fortunately, my best friend, Nick Meals, is an active poster on #TaxTwitter and I asked him to come on the podcast for us to have that very conversation. Of the 50+ episodes we've done, this has been one of my favorite ones...and I hope you enjoy it too. Be sure to check out Whitlock and Comany at and email Nick at

89 episodes