Financial Flossing

Ep 074: Have You Outgrown Your CPA?


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Matt Chancey works with high-income and high-net-worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the client's unique situation and often leads to a more comprehensive financial planning or investment management solution that looks not just at what his clients make but how they keep more of it.Matt has been in the finance industry for over 15 years, and as well as working directly with high-profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. Listen to this information-packed Financial Flossing episode discussion if and when you have outgrown your CPA. Challenges for those making higher than average income. Understanding who and why you should work with a tax professional.A conversation .about tax code and when you should seek assistance. Discussion and examples of highly compensated employees.Matt explains, “Be careful taking tax advice from somebody that makes less in income than you pay in taxes.” Connect with Matt Chancey:  Website: https://www.mattchanceylive.com/home1615404071938LinkedIn: https://www.linkedin.com/in/mattchanceycfp/Learn more about your ad choices. Visit megaphone.fm/adchoices
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Financial FlossingBy Ross Brannon

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