Rob Tamburri (FLGA CPA) is an experienced accountant who helps entrepreneurs and business owners simplify complex tax and financial decisions. He shares how to approach bookkeeping and financial statements with confidence, why smart tax strategies—like S-Corp structuring, reasonable compensation, and year-end planning—make such a difference, and what business owners often miss when it comes to compliance.

The conversation also explores retirement planning with SEP IRAs vs. Solo 401(k)s, the role of compounding in wealth building, and how capital gains and investment tax implications can reshape your financial future. Listeners will come away with practical strategies to reduce tax burdens, protect wealth, and plan smarter for long-term success.

Website: https://flgacpa.com/

Chapters:

00:00 Rob's Journey in Accounting

03:08 The Evolution of Networking Events

06:01 The Importance of Bookkeeping

09:09 Understanding Financial Statements

11:59 Tax Strategies for Business Owners

14:52 Navigating Tax Laws and Planning

17:48 The Role of Compounding in Wealth Building

21:11 S-Corps and Reasonable Compensation

23:24 Understanding S Corporations and Compliance Costs

24:32 Year-End Planning Strategies for Businesses

27:01 Retirement Planning: SEP vs. Solo 401k

30:47 The Role of Life Insurance in Retirement Planning

34:46 Common Misconceptions About Accounting

38:43 Tax Strategies for Self-Employed Individuals

41:56 Capital Gains: Short-Term vs. Long-Term

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*Disclaimer:*

369 Financial is a registered investment adviser. This content is for informational and educational purposes only and does not constitute personalized investment advice or a recommendation. All opinions expressed are solely those of the presenter and do not reflect the views of any affiliated institutions. Past performance is not indicative of future results. Please consult a qualified financial professional before making any investment decisions.As a fiduciary, I’m required to act in the best interest of my clients — a standard that does not apply to all financial content creators.