tax strategies are available to you and how
to implement them is half the battle. You also need to learn the timing to fully optimize your tax position.
Most investors expect their CPAs to proactively bring tax reduction ideas to them. But then they are bummed when the CPA misses an opportunity.
Investing in education on the fundamentals will protect your hard earned money from Uncle Sam.
By knowing what tax moves to make, and when, you'll free yourself of being beholden to sub-par advisors.
Instead, you'll be able to better leverage their expertise by having clearer conversations because you'll know what questions to ask.