The WealthAbility Show with Tom Wheelwright, CPA cover image

Confessions From An IRS Insider

The WealthAbility Show with Tom Wheelwright, CPA

00:00

Don't Get Referrals From CPAs, You Know?

I'm always telling our members of our c pnet work that we really ought to be staying within what we know, right? I had an attorney once tell me, he goes, i never get referrals from c pa because they think they can do everything. And if you don't and if you think you know everything, you're in trouble. Bea big condic trouble, doesn't it? It's a surprising comment, actually, because i get a lot of refers from c psa agan, not wanting me to take over the case but just wanting to work through some strategy issues.

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