Welcome back to the Roadmap to Retirement podcast! On this episode, I am joined by Jamie Abraham a CPA at Gray Locey CPA PLLC. Listen as we talk about the importance of consulting with a CPA during certain financial needs like tax planning. CPA's have a vital role in financial planning and tax preparation. Throughout the episode, we will be addressing both common misconceptions and practical advice for different financial scenarios.
Key Takeaways:
Tax Misconceptions
Bookkeeping
Benefits and drawbacks of retirement plans
Strategies for maximizing deductions
Long-term tax planning
