Artwork

Conteúdo fornecido por Financial Planning Association of New England and FPA NE. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Financial Planning Association of New England and FPA NE ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

#180 - Delivering Value with Ongoing Tax Planning

54:05
 
Compartilhar
 

Manage episode 387751434 series 2878077
Conteúdo fornecido por Financial Planning Association of New England and FPA NE. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Financial Planning Association of New England and FPA NE ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020!

On this episode of the Wicked Pissah Podcast we speak with Katrina Kowalski, a CPA who believes so firmly in the value of tax planning that she doesn’t bill it as a separate service. Join us as we nerd out on taxes with Katrina – we revisit some of the lesser-known aspects of SECURE 2.0, we discuss tax and retirement planning opportunities that small business owners should consider, and we hear how Katrina uses the “Rule of 3” to help her clients focus on accomplishing meaningful tasks that will help advance their businesses without getting overwhelmed.

More Information:

https://onpointnh.com/

https://www.linkedin.com/in/katrina-kowalski-cpa-a269011/

#TaxPlanningPros #CPAInsights #TaxPreparationVsTaxPlanning #FinancialAdvisors #TaxStrategies #RetirementPlanning #SmallBusinessOwners #SECURE2.0 #TaxNerds #FinancialStrategies #WickedPissahPodcast #TaxTips #CPAExpertise #BusinessGrowth

  continue reading

150 episódios

Artwork
iconCompartilhar
 
Manage episode 387751434 series 2878077
Conteúdo fornecido por Financial Planning Association of New England and FPA NE. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Financial Planning Association of New England and FPA NE ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Sometimes it can be hard finding a CPA or tax professional that actually does tax planning for clients, not just tax preparation. This challenge has only grown over the last few years as more and more accountants have retired or left the industry and is likely to only get worse seeing as 70% of CPAs reached retirement age in 2020!

On this episode of the Wicked Pissah Podcast we speak with Katrina Kowalski, a CPA who believes so firmly in the value of tax planning that she doesn’t bill it as a separate service. Join us as we nerd out on taxes with Katrina – we revisit some of the lesser-known aspects of SECURE 2.0, we discuss tax and retirement planning opportunities that small business owners should consider, and we hear how Katrina uses the “Rule of 3” to help her clients focus on accomplishing meaningful tasks that will help advance their businesses without getting overwhelmed.

More Information:

https://onpointnh.com/

https://www.linkedin.com/in/katrina-kowalski-cpa-a269011/

#TaxPlanningPros #CPAInsights #TaxPreparationVsTaxPlanning #FinancialAdvisors #TaxStrategies #RetirementPlanning #SmallBusinessOwners #SECURE2.0 #TaxNerds #FinancialStrategies #WickedPissahPodcast #TaxTips #CPAExpertise #BusinessGrowth

  continue reading

150 episódios

Todos os episódios

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências