Most business owners assume their CPA is doing everything possible on taxes. They aren't. And the reason isn't incompetence. It's access. The strategies that allow 18% of Fortune 500 companies and America's wealthiest individuals to legally pay zero in federal taxes are real, documented in the tax code, and available. The problem is that most CPA firms, even highly successful ones, are stretched thin producing returns and financial statements. They don't have the time or infrastructure to fin...
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
105: Jason Wendt: Beyond the Numbers — Why Your Retirement Number Isn't Enough
104: Why the Virtual Family Office Advantage Exists and What Business Owners Are Really Losing Without It with Dale Montgomery
103: Blue Jean Millionaire — How Everyday Decisions Can Lead to Extraordinary Wealth with Dan Carver
102: From Work to What's Next — Jim & Sarah Charles on Designing a Retirement Worth Living
Free AI-powered recaps of The Influential Advisor and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.