Why Do CPAs Not Talk Tax Planning? [Episode 43] episode artwork

EPISODE · Apr 10, 2024 · 9 MIN

Why Do CPAs Not Talk Tax Planning? [Episode 43]

from Joe Knows Retirement · host Joe Schmitz Jr.

A common question we get asked is "Why does my CPA not do tax planning?" In this episode of Joe Knows Retirement, Joe answers that question, explaining the difference between tax planning and tax prep and stressing the importance of working with a collaborative team to maximize your tax savings. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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Why Do CPAs Not Talk Tax Planning? [Episode 43]

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