Secrets from a CPA that can save you five figures (or more) each year

Managing your taxes doesn't have to be a grim affair. It really can be as exhilarating as finding a twenty-dollar bill in your old scrub pocket. In this episode, Dr. Lisha Taylor and I take listeners on a jovial jaunt through the forest of filing, where deductions grow on trees and tax codes are more tangled than their grandma’s yarn basket.

To help, joining us is Alexis Gallati, a tax sage from Cerebral Tax Advisors. She’s fabulous.


[00:02:41] Brittne's lack of birthday plans


[00:05:30] The importance of tailoring tax strategies to individual needs

[00:06:39] Lisha's lost tax document saga

[00:12:15] When selecting a tax professional, focusing on their understanding of the healthcare industry can lead to better financial outcomes.

[00:19:45] Alexis debunked common myths about tax professionals, highlighting that the right expert can offer substantial savings and advantages.

[00:28:30] The value of proactive tax planning to optimize financial strategies

[00:34:50] Personal stories illustrating the practical implications of sound tax advice

[00:42:43] Strategies to optimize finances for the upcoming year

[00:44:56] Lisha's surprise at Brittne's daycare costs

🎉Connect with Cerebral Tax Advisors for support with your tax plan strategy!

🎉This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets.

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Wishing you a fantastic week ahead and happy wealth building!