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Wealthy Way cover image

How The Rich Avoid Paying Taxes | Karlton Dennis

Wealthy Way

NOTE

Proactivity Over Reactivity in Tax Strategies

Understanding the distinction between a CPA who merely files returns and a proactive tax professional is crucial. A good CPA may excel in handling tax filings but can be less accessible and unresponsive during the off-peak months. In contrast, a tax strategist works with clients throughout the year, assisting in financial decisions and leveraging the tax code to optimize results. Waiting until tax season to address tax planning is ineffective; proactive measures should be taken throughout the year to maximize potential tax savings.

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