If you're building wealth and growing your income, there comes a point in time where you realize it no longer makes sense to be your own tax adviser.
That time is different for everyone. Alison Reiff-Martin, CPA and Phillip Washington, Jr. discuss when they feel they right time is for a wealth-builder to hire a tax professional.
Powered by ReiffMartin CPA and Stone Hill Wealth Management
Wealth Building Principle #6: Love what you do or don’t do it
Wealth Mindset: Wisdom is greater than knowledge
Business exit planning series #2: Imagining life after the sale of a business
Wealth Building Principle #5: How to improve your decision making ability
Real Estate: Retirement investing through real estate
Wealth Principle #4: The origins of Financial Security
Investing: Thoughts on the current recession
Business exit planning series #1: Questions that lead to answers that can enhance the value of your business
Wealth Principle #3: The Power of Appreciation
Real Estate: Investing in mid term rentals
Wealth Principle Series #2: Wealth flows to Freedom
Investing: Innovation is where the future money resides
Charitable Giving: Giving back and reducing taxes with donor advised funds and private foundations
Wealth Principles Series #1: Optimism is the only reality
Real Estate: How to find a deal in the current market
Financial planning Q&A for each generation
Investing: How to be a patient investor
Business ownership: How good is your exit strategy?
Wealth Mindset: Money does not buy happiness
Real Estate: What drives real estate prices
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