Houston Podcast | Connecting Money with Purpose

Houston CPA CFP Team Planning Model


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Are you a successful family or business owner who is occasionally frustrated or downright depressed about the amount of taxes you pay every year?
Have you ever wondered why your CPA only provides tax preparation services, but doesn't give you great advice to
1. Reduce Your Taxes,
2. Protect Your Assets, and
3. Build Your Wealth 
As business owners, we all want to know that we're taking full advantage of every tax break we deserve. Tax Planning is a great place to start! But there's so much more.
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Houston Podcast | Connecting Money with PurposeBy Jim Munchbach