))
Multi-Generational Wealth: Transforming Tax Prep into a Legacy-Building Journey
Manage episode 472388156 series 3613678
A tartalmat a Lee Reams II from CountingWorks PRO biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Lee Reams II from CountingWorks PRO vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.
85 epizódok
Megosztás
