Daniel Henn

– The Confident Retirement Podcast with Kris Flammang Episode 027: Daniel Henn

Dan Henn, CPA, CTR, CTC is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida. He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is also a monthly columnist in the Florida Today since June 2012.

Throughout the span of just under three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam), and business planning. Today, he serves as a Certified Public Accountant and Tax Advisor at CPA Rockledge. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation.

Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne. Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.

Listen to this dynamic The Confident Retirement Podcast episode with Daniel Henn about how can we use the help of tax professionals not only in taxation but also in investment. Also, he shared strategies and insights in taxation that may result in saving more bucks!

Here is what to expect on this week’s show:

What led Dan to open up his own practice?

-Understanding one’s true value

-Misconceptions that people think about tax professionals

-What are the differences between tax consulting and tax planning?

-Some unique challenges of medical practices and professionals face in taxation and planning

-What’s in the college planning he is offering in his business?

-Putting some of those myths to rest, what are his two books all about?

-Biggest opportunities and challenges that tax professionals and people facing

-Talking about Commoditization in the CPA industry and investment world

Connect with Daniel

Guest Contact Info: (321) 684-7800

Website: https://www.cparockledge.com/

E-mail: [email protected]

LinkedIn: https://www.linkedin.com/in/danhenn-cpa-ctr

Connect with Kris

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

Highlights:

[02:00-02:15]

“The value, the knowledge, the experience, everything that I've done and built to this point, has a value and we don't value that and we don't price ourselves correctly, in terms of what we can do.”

[09:41-09:50]

“I always tell people, “Don't let the tax tail wag the dog.” Is what I call it. You've got to look at it from a financial perspective, a cash flow perspective.”

[21:23-21:45]

“But ultimately trying to help. The goal, ultimately, is to try and get that student child to get out of college with the least amount of student debt, because the federal student loans program is, it's just mind-boggling.”

[32:37-32:52]

“I tried to make it consumer-friendly, so that the average person can go and look at and say, Hey, you know, there's nothing you can really do about getting audited, there are certain things you can try to prevent getting notices.”

[39:45-39:59]

“There are so many challenges out there, and the best thing that I can recommend a business professional is to seek a proper professional for the type of issue that you need.”

[41:28-41:38]

“And that's what I would advise a business owner to look at outsourcing because your time is more valuable in doing the things that you know how to do.”

[46:43-46:49]

“My phrase is, It's about working smarter, not harder. It's not about taking everybody that walks in the door.”

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