The area of tax is so vast and CPAs after they sit for that test go into one area. Here's an overlooked group of people though, Paula, who may save our listeners some money and at the same time are really good at what they do. Enrolled agents also are sitting for a test. However, this is a test that the IRS has that specifically on the 1040 and how the 1040 works. And it's on filing taxes. But for some people, I've known some enrolled agents that are just super duper smart on tax tricks and tax accounting.
#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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