Friday, July 22, 2016

Susie Leivas of Leivas Tax Wealth Management Joins Bruce Norris on the Real Estate Radio Show #496

Bruce Norris is joined this week by Susie Leivas. Susie is the CEO of Leivas Tax Wealth Management. She began at age 13 and has nearly four decades of experience. Susie started in the tax business assisting her father Richard Leivas. After completing her education, she and her father became business partners, eventually forming Leivas Tax Wealth Management. Today, she serves as the leader of the team as an enrolled agent, a tax preparer, and a financial advisor with HD Vest Investment Services. She can assist clients with a wide array of services, and she has had Bruce as a client for many years.

Bruce and Susie discuss her start in the tax business at a young age, tax law changes from 2015 and what we should expect this year, the group mood for taxpayers in 2016, the attitude of baby boomers and millennials in regard to spending and saving, how well prepared people are today financially for surprises, and much more on this week's Norris Group real estate radio show and podcast.

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