Want to create an interactive transcript for this episode?
Podcast: Navigating an Abundant Retirement with Carol Dewey
Episode: Beyond Recording History: The Strategic Side of Tax Planning Most CPAs Miss
Description: In this episode of Navigating Abundant Retirement, Carol Dewey explores one of the most overlooked yet critical aspects of wealth management—the difference between simply recording history with your CPA and designing your financial future with proactive tax planning.Carol explains why the next 18 months may be one of the most important tax planning windows in decades, the opportunities created by the recently extended “One Big Beautiful Bill,” and real-world case studies where clients saved millions by planning ahead.This episode is packed with strategies most CPAs never bring up—perfect for business owners, high-income professi...