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Podcast: A CPA Conversation Little things that investors frequently miss

tax planning

Today’s Podcast: 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

Enjoy this podcast!

-Mitch

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