#180 - Delivering Value with Ongoing Tax Planning

Wicked Pissah Podcast

Innehåll tillhandahållet av Financial Planning Association of New England and FPA NE. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Financial Planning Association of New England and FPA NE eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

11M ago 54:05

MP3•Episod hem

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020!

On this episode of the Wicked Pissah Podcast we speak with Katrina Kowalski, a CPA who believes so firmly in the value of tax planning that she doesn’t bill it as a separate service. Join us as we nerd out on taxes with Katrina – we revisit some of the lesser-known aspects of SECURE 2.0, we discuss tax and retirement planning opportunities that small business owners should consider, and we hear how Katrina uses the “Rule of 3” to help her clients focus on accomplishing meaningful tasks that will help advance their businesses without getting overwhelmed.

More Information:

https://onpointnh.com/

https://www.linkedin.com/in/katrina-kowalski-cpa-a269011/

#TaxPlanningPros #CPAInsights #TaxPreparationVsTaxPlanning #FinancialAdvisors #TaxStrategies #RetirementPlanning #SmallBusinessOwners #SECURE2.0 #TaxNerds #FinancialStrategies #WickedPissahPodcast #TaxTips #CPAExpertise #BusinessGrowth

150 episoder

#MBA #Trading #Business #Financialplanningassociation #Fpama #Financial Planning Association Of New England #FPA NE #Financialadvisor #Investmentadvisor