Tax Filing Is Not Tax Planning: What Should Happen the Other Eleven Months
Most people’s tax preparer and financial advisor have never spoken to each other and that gap is where real money gets lost. Even inside the professions,
some Certified Public Accountants (CPA) stop at tax compliance (just filing the tax return), and some CERTIFIED FINANCIAL PLANNER®s stop at managing the
portfolio/rebalancing the portfolio. Meet Daniel Richter, a licensed CPA and CFP® professional. He built his firm to close those gaps: real access to your CPA for tax compliance, planning, and strategy, and real access to your planner for financial planning and investment management under one roof. Taxes
and finances are year-round, not just January through April. On this episode, he provides real experience in both worlds and explains it in plain English.
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