If I'm running a business and the IRS challenges me on some deductions, I want a tax attorney in my corner. At what point would a person know if they need a CPA or if they could go to an enrolled agent? If that's the profile of a typical person who's listening to this, we haven't conducted the surveys. But just anecdotally from a lot of the questions we've received, those are the types of things we're looking for.
#407: Ionnie wants to vet her tax professional as diligently as she assesses her financial advisor – how should she go about doing that?
Anonymous needs a career change, and she needs help figuring out how to approach the decision making process when choosing and preparing for her next field of employment
MM prefers the simple path to wealth and investing in real estate but is looking for more information on a more intentional and selective approach to investing.
Ingrid calls in to ask whether she should include her rental income when trying to figure out how much she can contribute to her Roth IRA.
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
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