Creating a solid tax strategy for your agency might not seem like the most exciting thing to think about but doing so has the potential to put a lot more money directly into your pocket. It can be daunting to try and understand all of the options available, especially when a lot of the COVID-related aid adds to the confusion, so having a solid tax advisor in your corner is more important than ever. But how can you make sure you’re getting the guidance you need if you don’t even know what questions to ask?
Craig Cody is a tax strategist and planner who has helped many AMI members better manage their money. His insights and guidance are hugely beneficial to any agency owner wanting to save money while also leveraging income and assets for personal and professional goals.
In this episode of Build a Better Agency, Craig and I discuss all things taxes. We look at COVID-related strategies that are still available. We explore surprising deductions to be found by better leveraging your home and how to get the most out of your relationship with your tax advisor, all with the goal of setting up you and your agency for the best possible financial success.
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