Houston CPA CFP Team Planning Model
Houston CPA CFP Team Planning Model
Houston CPA CFP Team Planning Model
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.
Every small business owner can save big money by following 3 CFP Tips.
CFP Tip #1: Reduce Your Taxes,
CFP Tip #2: Protect Your Assets, and
CFP Tip #3: Build Your Wealth
From The Podcast
Houston Podcast | Connecting Money with Purpose
Family Wealth Builder is THE Podcast for Motivated Millennials and Retiring Baby Boomers.Visit FamilyWealthBuilder.com to learn more and sign up for our BLEWS Letter for: Business Owners, Legacy Builders, Estate Planners, Wealth Managers, and Serious Strategies to Make Your Money Count.Our Kickstarter is focused on building a Virtual Training Lab to Mentor Motivated Millennials as they manage their family finances. But the primary purpose for building the Virtual Training Lab is to professionally equip The Next Generation of Family Wealth Advisors.Thanks for Listening.Jim Munchbach, Certified Financial Planner™Join Podchaser to...
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