Episode 17: The Truth About Your CPA and Tax Planning for Retirement
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Episode 17: The Truth About Your CPA and Tax Planning for Retirement
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About this listen
In this episode of Retire Stronger, hosts John Foard and Bill Kearney delve into the critical role of CPAs in tax planning for retirement. They clarify the distinction between CPAs as tax preparers versus tax planners, emphasizing the importance of proactive tax strategies to avoid future tax burdens. The discussion covers effective tax planning strategies, the limitations of CPAs, and actionable steps for listeners to ensure tax efficiency in their retirement planning. The episode concludes with a reminder to not confuse tax filing with comprehensive tax planning.
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