Tom and John McFie talk about how many CPAs try to save you taxes for the current or past year, but sometimes fail to consider and plan for the future years! Tom and John shares some tips on planning for your taxes long term as well as short term.
Tom also offers an opinon letter from his personal CPA, complimentary to anyone who is listening to this podcast.
This podcast contains expressed views and opinions of Life Benefits, LLC., its agents, representatives, and/or others who have been quoted from various sources. Such content should be used for educational purposes only. Nothing in this recording constitutes, or is meant to constitute, advice or counsel of any kind. If you require advice or counsel in relation to any legal, financial or medical matter you should consult an appropriate professional.