Drawing from a recent client experience, I'll highlight key factors to consider, such as state-specific tax nuances and the importance of specialized knowledge in areas like real estate. I’ll also share my honest approach to when outsourcing or hiring a different accountant is the best move for optimizing your tax strategy.

 

If you're ready to gain insights that could significantly impact your financial planning and tax efficiency, this episode is for you. Remember, the information provided is for educational purposes and not individual tax advice. Tune in to learn more about making informed choices that serve your best interests.

 

What You'll hear in this episode:

[2:35] Factors to Consider for Personal Tax Returns

[3:10] State-Specific Tax Considerations

[4:30] Importance of Specialized Knowledge in Tax Strategy

[5:20] Honesty About Expertise and Client Recommendations

[6:20] Choosing the Right Accountant for Your Needs

 

If you like this episode, check out:

What Actually Happens If I Commingle Business and Personal Finances?

Why Should You Separate Your Business Money from Personal Finances?

3 Reasons to Separate Your Business Money from Personal

 

Want to learn more so you can earn more? 

Visit keepwhatyouearn.com to dive deeper on our episodes 

Visit keepwhatyouearncfo.com to work with Shannon and her team 

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.