When does it make sense to break up with your CPA? In this video, CERTIFIED FINANCIAL PLANNER™ Professional, Colin Exelby and Matt Bralove, CPA, Zone Accounting in Maryland Discuss:•The proper mindset for tax planning•The signs to look for to know if you should be breaking up with your tax planner•How to search for a new tax planner•Why reviewing past tax returns is important for future tax planning.Remember, it’s not what you make, it's what you keep. And in my opinion, wi...
When does it make sense to break up with your CPA? In this video, CERTIFIED FINANCIAL PLANNER™ Professional, Colin Exelby and Matt Bralove, CPA, Zone Accounting in Maryland Discuss:
•The proper mindset for tax planning
•The signs to look for to know if you should be breaking up with your tax planner
•How to search for a new tax planner
•Why reviewing past tax returns is important for future tax planning.
Remember, it’s not what you make, it's what you keep. And in my opinion, with tax rates poised to move higher, working with a qualified tax advisor is extremely important.
Timestamps :
00:00 Introduction
02:09 Meet Matt Bralove
02:51 "Tax Planning isn't an event that happens in December or when you file your return, it's a mindset shift."
07:36 What are some signs you should change tax planners?
11:42 What types of conversations should you be having with your CPA?
18:11 What are some things I should think about as I search for a new CPA?
25:46 The Importance of Periodically Reviewing Prior Years’ Tax Returns
27:23 What do you mean by tax extensions aren’t your friend?
32:06 End
★☆★ Zone Accounting ★☆★
https://www.zoneaccounting.net/
[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
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