The Confident Retirement

Ep 068: Changing Lives through Tax Strategy Sessions


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Dr Courtney Epps, EA is a tax strategist, international speaker, and author of the Best Selling books More Relaxing Less Taxing & What’s Your Plan B?. She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets their firm apart is the tax strategy that it offers to clients as the focus is not just to prepare returns but to free up money legally, morally and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start up to $100 million companies. Courtney's Mission: To Teach more people on how to free up money through tax strategy, so that we can help more, have more, so that they can live more, and give more so that we can feed more children, free more children and provide more safe drinking water. Courtney has figured out a way to combine your passion with your profits as she truly believes that by creating a social business entrepreneurs can change the world.

 

Listen to this informative The Confident Retirement episode with Courtney Epps

about confessions of a tax strategist.

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

●     Originally, Courtney wanted to be an anesthesiologist

●     At heart she is a serial entrepreneur with past investments in retail, wholesale, and an insurance agency

●     Courtney is also a public speaker

●     The biggest misconception is that their accountants are supposed to save them money

●     Once you hit $15,000 NOI you need to be an S-corp

●     Her thoughts on the 87,000 new IRS agents just hired

●     The reason for her mission

 

Connect with Courtney:

Links Mentioned:

https://otbtax.com


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The Confident RetirementBy Kris Flammang and Mark Picchi

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