Welcome back to the Roadmap to Retirement podcast! On this episode, I am joined by Jamie Abraham a CPA at Gray Locey CPA PLLC. Listen as we talk about the importance of consulting with a CPA during certain financial needs like tax planning. CPA’s have a vital role in financial planning and tax preparation. Throughout the episode, we will be addressing both common misconceptions and practical advice for different financial scenarios.

Key Takeaways:

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• Tax Misconceptions
  
• Bookkeeping
  
• Benefits and drawbacks of retirement plans
  
• Strategies for maximizing deductions
  
• Long-term tax planning