March 13, 202600:21:45

Building Your Team - Finding a Trusted Tax Advisor

What's the difference between a CPA, a tax advisor, and a financial advisor? Scott and Mario distinguish between the three and explain the difference in responsibilities and services that each one provides. They hone in on the role of a tax advisor and how they can work alongside your CPA to lower your tax bill as much as possible. If you want to ensure you're keeping the most of your hard-earned money, a tax advisor is a must!

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Listen to our sister show, Drilling It Down! Listen as our expert advisors break down pertinent business topics for dentists and specialists, including investment commentary, reaching financial independence, and how to run an efficient practice.

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