Episode 39: A CPA Conversation

Craig Cody is a Certified Tax Coach, Certified Public Accountant, Business Owner and Former New York City Police Officer with 17 years experience on the Force. In addition to being a Certified Public Accountant for the past 15 years, he is also a Certified Tax Coach. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon best seller book, Secrets of a Tax-Free Life. What you’ll learn about in this episode: Craig’s background What proactive tax planning is and how it can help minimize your taxes Why choosing the wrong entity for your business is a huge mistake The estate planning services Craig Cody’s business provides Why you need to constantly plan with a CPA (not just once a year) Doing bookkeeping the right way from the beginning Utilizing solo 401k plans and the need to have a CPA to do it correctly How often to speak with your CPA Little things that investors frequently miss Craig’s books “10 Biggest Tax Mistakes That Cost Real Estate Investors Thousands” and “Secrets of a Tax Free Life” The ripple effect of taxation that business owners create Resources: REInvestorSummit.com/cody REInvestorSummit.com/Capital REInvestorSummit.com/101 REInvestorSummit.com/NoteServicing REInvestorSummit.com/aof