Episode Details
Back to EpisodesThe Giving Mistake That Costs You Twice | Paul Walter | Growing Money with Sean Trace
Description
I sat down with Paul Walter, founder of The Donor's CPA, to talk about something most business owners get completely wrong: waiting until tax season to think about taxes at all.
Paul spent a decade working everywhere from small family firms to the Big Four before starting his own practice built around a simple idea: helping generous business owners avoid surprise tax bills and actually maximize their giving.
We got into why so many entrepreneurs treat taxes as an afterthought, the biggest mistake charitable people make when donating without a plan, and how something as simple as giving appreciated stock instead of cash can double your tax benefit.
Do you think you have to be wealthy before you can start giving back?