Craig Cody
CPA and tax advisor specializing in agency financial management, retirement plans, and year‑end tax strategies; brought on to explain recent 401(k) rule changes and compliance steps.
Best podcasts with Craig Cody
Ranked by the Snipd community
Nov 2, 2025 • 44min
Episode 526 Navigating 401k Changes for Agencies with Craig Cody
In this insightful discussion, Craig Cody, a seasoned CPA and tax advisor, sheds light on crucial 401(k) regulation changes impacting agency owners and high earners. He delves into the new catch-up contributions tied to income, the necessity of Roth provisions in existing plans, and compliance risks for agencies. Craig also highlights available tax credits for newly launched 401(k) plans, the benefits of switching to a 401(k), and common tax strategies that many overlook. His practical advice offers agency leaders a roadmap to navigate these complex changes.
Feb 21, 2024 • 24min
How to Increase Tax Efficiency in Your Agency, With Craig Cody
Discover tax efficiency strategies for marketing agencies with expert Craig Cody. Explore proactive tax planning, entity selection, retirement plans, and maximizing tax benefits. Learn about the importance of clear communication and documentation for tax efficiency.
