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Podcast: Navigating an Abundant Retirement with Carol Dewey
Episode: Is Your CPA costing you millions?
Description: In this episode of Navigating Abundant Retirement, Carol Dewey exposes a silent yet costly reality for high-income professionals and business owners: most CPAs are reactive, not proactive. Carol dives into the traditional compliance-based CPA model and how it may be costing you six or even seven figures over time. Through real-life client stories and strategic insight, she reveals how shifting to proactive tax planning can multiply your wealth and protect your legacy.🔑 What You'll Learn:Why most CPAs don’t provide forward-looking tax strategiesThe cost of recording history vs. creating financial strategyReal-world examples of clients recovering milli...