Month: January 2024

Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)

Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)

We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one. 

In this episode, host Jason and special guest Dave McDougall, CFP® offer simple advice for smoothing out the transition process from one firm to another. From bringing up the conversation with your advisor, to walking out with the right paperwork, if you’re considering making a switch, this timely discussion will help you navigate the “breakup” process—without triggering an unexpected tax bill. 

Listen now to learn:

  • Why the courtesy of a heads-up goes a long way
  • Key questions to ask before you sign with a new advisor
  • How to transfer your funds without locking in capital gains taxes
  • The most important paperwork to request before you leave
  • And more

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2024 Tax Changes: How to Plan Now and Pay Less (Ep. 21)

2024 Tax Changes: How to Plan Now and Pay Less (Ep. 21)

No one wants to overpay on their taxes. But if you’re not reviewing the biggest annual tax changes with your CPA or tax advisor, and adjusting your savings, contributions, and spending accordingly, you may be leaving significant savings on the table. 

In this episode of Own Your Wealth, host Jason sits down with Zach Carver, CPA, CFP® to review the key tax code changes we’re watching in 2024. From new 401K contribution limits and sunsetting tax cuts, to fewer business expense deductions, this strategic conversation is a can’t-miss for high-earners and business owners. 

Listen now for:

  • What’s changing in 2024
  • How to improve the accuracy of your tax planning—and reduce your year-end payment
  • Tax-smart ways to lower your bill, even after January 1st
  • Why automatic contributions may be costing you
  • And more

Connect with Zach Carver CPA, CFP®:

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