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Why Doctors Need a Tax Strategist, Not Just an Accountant
Season 1
Episode 31
Published 1 year, 9 months ago
Description
What makes Terra Firma different? That is usually the most common question that we hear. People are familiar with the title financial advisor, CPA, CFP, investment banker, etc. but are a little less familiar with the title we call ourselves which is an Asset coach and tax strategist. What does that mean? How did we come up with that?
What is a Strategic Tax Plan? We have a lot of conversations with doctors and other business owners/high w2 earners and a majority of them have never heard this term before.
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