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Inspired Good Fat Life PodcastAuthor: Speakeasy Podcast Network Language: en Genres: Education, Health & Fitness, Nutrition, Self-Improvement Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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217: The Mindset Shift: Turning Taxes Into a Financial Advantage
Thursday, 6 February, 2025
Sherri sits down with A.J. Gross, CPA, EA, to rethink the way we approach taxes—turning them from a dreaded expense into a powerful tool for financial growth. A.J. shares insights from his Good Fat Life article, The Mindset Shift, explaining how strategic tax planning can boost income, reduce stress, and align with long-term goals. From maximizing education credits to using required minimum distributions for charitable giving, this episode is packed with smart strategies to help you keep more of your money working for you.01:11 The Role of a CPA in Your Life03:04 A Unique Approach to Accounting05:07 Client-Centric Culture07:12 Understanding Client Needs09:04 Charitable Giving Strategies11:17 The Value of a CPA12:12 Comparing Tax Services13:10 Common Tax Stressors17:21 Understanding Tax Brackets20:30 Building a Financial Team21:31 When to Hire a CPA25:02 Growing Financial Relationships29:11 Navigating State Tax Issues30:39 Preparing for Tax SeasonShow NotesThe Good Fat Life Podcast is hosted by Sherri. Our podcast is a representation of our community and the people and businesses that operate within. You can learn more about our mission and check out our magazine which premiers quarterly at https://goodfatlife.com/Guest LinksFacebook: www.facebook.com/theALGgroupLinkedIn: www.linkedin.com/company/alg-tax-solutionsInstagram: www.instagram.com/thealggroup
