Why Can't I Find A Good Tax Planner?

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  • Опубліковано 2 лип 2024
  • If you want to build wealth and achieve financial freedom, it is critical for you to understand what tax planning strategies you could be using to minimize the taxes you pay. This video provides a helpful overview of the tax planning industry and how you should think about getting tax planning advice.
    This video also gives guidance on how much you should expect to pay to work directly with a good quality tax planner.
    I also cover why the new trend of thought leaders creating "networks of CPAs" to provide tax planning advice to clients is a bad idea.
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    Why Isn't my CPA Bringing Me Tax Planning Ideas video - • Why Isn't My CPA Bring...
    Video Contents
    00:00 - Intro and Why You Need to Understand the Industry
    00:42 - Who Are The Players
    02:51 - Connecting the Dots for Tax Planning
    06:06 - Why "Networks of CPAs" are a Bad Idea
    07:58 - Working with Tax Planners
    08:25 - How Much Should You Expect to Pay
    09:02 - Learning Tax Strategies Yourself
    💡 I do not work with clients or offer any consulting services. If you want to learn more about the best tax and investment strategies, subscribe to my channel and check out these courses ▶️ sharonwinsmith.com/courses/
    The information provided in this video is owned by Winsmith Tax LLC and is solely for informational and educational purposes. It is not intended as investment, legal, or financial advice. Always consult with a professional familiar with your unique situation, or conduct your own research before making any decisions. We might receive commissions for recommending certain products or services.

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