Matt Rzepka is a CPA, businessman, and a family man first. What Matt has discovered in his 20 years as a CPA is that there are opportunities that can help families and businesses keep more of their hard earned money through proper income tax planning.

In addition to being a CPA and a CFP® professional, Matt has earned quite a list of licenses & certifications throughout his career. It is the combination of Matt’s training and education, alongside his practical real-world experience that allows him to assist clients in a forward-thinking manner.

Today, he joins the podcast to discuss how he keeps track of family and business, as well as his action steps and strategies for income tax planning.

KEY TAKEAWAYS:

• Impact of financial planning to families
• How to integrate family into business?
• Family Bank Concept
• Greatest sources of tension between married couples
• Investing long term with short term capital
• 3 places to put your family’s money

 

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