About How to Attract a CPA

In this episode of the About Podcast, hosts Jeremy Scott and Roy Hucke are joined by Leasa Magnuson, a seasoned CPA with over 20 years of experience in taxes and financial planning. Together, we dive into the complexities of tax preparation, the importance of staying compliant, and the growing challenges in the world of financial professionals.Highlights:What makes a CPA different from other tax preparersHow gig work, rental properties, and multi-state income complicate taxesTurboTax glitches and why professional expertise can save you moneyThe future of the CPA industry and why fewer professionals are entering the fieldWhether you're a business owner, a side hustler, or just looking to maximize your tax savings, this episode is packed with valuable insights to help you navigate the ever-changing tax landscape.💡 Don’t miss the practical tips and real-life examples shared by Leasa, including how to avoid common pitfalls and when it’s time to hire a CPA.🔔 Subscribe for more financial planning tips, strategies, and expert interviews!© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.