roadmap to RETIREMENT

roadmap to RETIREMENT


Episode 21: What A CPA Can Do For You

August 14, 2024

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:



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