Dashboard: Don’t Leave It to Your CPA

Nov 7, 2022 · 21m 30s
Dashboard: Don’t Leave It to Your CPA
Description

This week, Gene Marks tells Loren Feldman that there are still lots of ways to save on taxes this year, but he also issues a warning: It’s a mistake for...

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This week, Gene Marks tells Loren Feldman that there are still lots of ways to save on taxes this year, but he also issues a warning: It’s a mistake for owners to just take their financials to the same CPA every year and assume he or she knows everything. Every few years, Gene says, you should take your returns to a different accountant and see if fresh eyes spot alternative tax opportunities for you to consider. Plus: Why Gene thinks you should ignore those third-quarter GDP numbers, and why he says there are times when owners should fight back rather than accept a bad online review.
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Author Loren Feldman
Organization Loren Feldman
Website -
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