Stop Leaving Money on the Table: What Your CPA Isn’t Telling You MARK KOHLER #326

In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who’s on a mission to help entrepreneurs and small business owners thrive. Mark shares why most CPAs aren’t giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone. Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future. Tune in to learn: ✅ What a good accountant really does for their clients. ✅ How to develop the entrepreneurial spirit in yourself and your family. ✅ Mark’s perspective on managing your own economy and building wealth. Don’t miss this episode if you’re looking to level up your financial game! Check Out More of Mark’s Content Here 👇 💻 📖 Books - 💡 Tax and Legal 360 - 🎙️Main Street Business Podcast 👉 📒 Blog 👉 ℹ️ LinkedIn 👉 📺 YT 👉 🖥️ FB 👉 ⌨️ X (Twitter) 👉 📲 IG 👉 Timestamps: (00:00) Introduction to Mark (02:00) Why aren’t most CPAs giving advice? (08:14) What a good accountant should be doing (09:36) Creating an advisor program (14:40) Accounting is the language of business (19:27) Developing the entrepreneurial spirit (29:31) Advice for your kids (31:47) Entrepreneurship vs day job (41:25) Debating retirement (46:30) I control my economy (48:21) Where to go when you are ready to talk to a tax advisor (50:41) Tax and Legal 360

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Stop Leaving Money on the Table: What Your CPA Isn’t Telling You MARK KOHLER #326 is an episode from Unlock Your Potential with Jeff Lerner by Jeff Lerner.

This episode is 00:56:34 long.

This episode was published on Nov 13, 2024.

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