Wealthion - Be Financially Resilient cover image

Ask The Accountant: Live Q&A with Tom Wheelwright

Wealthion - Be Financially Resilient

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How to Find a Good CPA

You've got a 10% 30 day rule, and if you're going to be using it for more than that then you want to sit down with your accountant and actually calculate out what your tax benefit is. Most important thing is somebody who asks you good questions. A CPA will look at all four legs of the stool - taxes, wealth, ask protection and legacy. If they're just going to answer your questions, I would think twice about that unless you don't care that much about taxes.

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