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The Wealth Without Wall Street Podcast

By Russ Morgan CFP® & Joey Muré



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Round Table - IBC with your CPA

• 26 min

This Week's Episode Topic: IBC with your CPA. On this episode of the Round Table, the guys will discuss how you can work with your CPA in a proactive manner all in an effort to keep as much of your money as possible. There’s almost like an internal gut feeling that says “I’m missing out on something”, and “What else should I be doing?”. We’ve hit on the show before about concerns of; Is the tax-train coming in 5 years, 10 years, 20 years from now, or how does this year’s election affect that? The best way to answer all of this is to simply stay proactive. Leaning into your relationship with your CPA can help. Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive QandA sessions with other members and our coaches.

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