Round Table - IBC with your CPA

This Week's Episode Topic: IBC with your CPA. On this episode of the Round Table, the guys will discuss how you can work with your CPA in a proactive manner all in an effort to keep as much of your money as possible. There’s almost like an internal gut feeling that says “I’m missing out on something”, and “What else should I be doing?”.

We’ve hit on the show before about concerns of; Is the tax-train coming in 5 years, 10 years, 20 years from now, or how does this year’s election affect that? The best way to answer all of this is to simply stay proactive. Leaning into your relationship with your CPA can help.

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Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.

This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.

The hosts may have a financial interest in the programs or services mentioned in this episode.