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Bonus: Financial Precision and Client Connection

Bonus: Financial Precision and Client Connection

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 In this episode of Sterling Insights, guest host Charles Trakas sits down with Moshe Pelberg, CPA, a Baltimore-based accountant who’s been serving individuals and small businesses since 2011. Together, they explore the practical and deeply personal role of a CPA, sharing valuable insights and actionable tips on managing finances, minimizing taxes, and building meaningful client relationships. Moshe draws from his extensive experience to discuss common financial challenges, communication missteps, and smart strategies like cost segregation, offering candid stories and advice tailored to small business owners, real estate investors, and individuals navigating tax season.This episode is a must-listen for entrepreneurs, service professionals, and anyone seeking more than just number-crunching from their accountant. Key Takeaways:● 💼 Taxes as a Relationship, Not a Transaction: Moshe emphasizes the value of knowing clients personally and helping them understand how taxes fit into their broader financial picture.● 📉 Turning Losses into Strategy: Learn how real estate clients can use paper losses to their advantage through smart tax planning.● 🧠 Cost Segregation 101: An accessible breakdown of how this tax-saving tool helps real estate owners accelerate deductions and improve cash flow.● 🤝 Owning Mistakes and Building Trust: Moshe shares a powerful story of recovering from a tax miscalculation and turning it into a trust-building moment.● 📣 The Marketing Challenge: Hear Moshe’s honest take on the struggle to translate people-first service into an effective digital presence—and how he’s working on it. Quotes from Moshe Pelberg:● "Clients don’t come to me to memorize tax law—they come to me to help them understand their financial reality."● "Helping someone make sense of their business or real estate is way more valuable than just filing a return."● "If I’m not the right person for a client, I’ll say it. I’d rather hand it off than fake it." 🔗 Conclusion:This episode is a reminder that the best CPAs do more than math—they build trust, solve problems, and meet people where they are. Whether you're just starting out or managing a growing portfolio, Moshe Pelberg offers a grounded, people-focused perspective worth hearing.Connect with Moshe:Website: moshepelbergcpa.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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