cpa

16

Aug, 2022

ATL Community Gathering

Kevin Bassett, Rob’s Financial CPA, was our Guest Presenter. He shared six tax strategies with the group.

Rob also did a Bathtub Review:

Ignorance
Tax without Strategy
Lifestyle Values
Fee Drag
Inflation

14

Jul, 2020

ATL Community Gathering

Pickleball discussed
Financial strategies reviewed by Rob
HSA
Self Directed IRA with checkbook control
CPA strategy sessions
Recognize when you have outgrown your power team
Where do you need to be?
Plus many more topics discussed