Family Wealth Builder Podcast For Motivated Millennials

Houston CPA CFP Team Planning Model

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Synopsis

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