Ron James
228
Oct. 11, 2026
The Tax Savings Your CPA May Be Missing | Ron James
What if your business is entitled to tax savings that nobody has ever told you about? In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Ron James, founder of Opscale Exchange, to explore why many businesses may be missing valuable tax credits, incentives and refund opportunities. Ron spent 13 years at H&R Block, overseeing a five-state region responsible for approximately 450,000 tax returns each season. He la...
Guest: Ron James