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Future-Proofing Your Finances: Expert Insights with David Spence, CPA, CFP, CLU, PFS
Manage episode 391886981 series 3529284
Contenido proporcionado por Kelly Rohrs and Bilal Mehanna, Kelly Rohrs, and Bilal Mehanna. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Kelly Rohrs and Bilal Mehanna, Kelly Rohrs, and Bilal Mehanna o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Today, we're thrilled to have David Spence as our guest, exploring key aspects of tax planning and accounting. In this episode, we'll dive into the critical intersections of tax planning, debt management, and the ever-changing landscape of future tax rates.
Taxes and debt are powerful forces that mold our financial destinies and David will illuminate the intricate relationship between the two and Social Security, unraveling their profound impact on our financial well-being. We'll also touch on the transformative influence of artificial intelligence on the accounting profession. Discover how AI is reshaping tax planning and what it means for tax professionals like you.
As we discuss retirement, effective tax planning takes center stage. David will share invaluable insights into retirement strategies that empower you to secure your financial future with confidence. For our fellow accountants seeking career development and business growth, David's expert financial advice is tailored just for you! Join us as we demystify tax planning and its profound impact on your financial journey.
What you'll hear in this episode:
[0:00] Accounting career development and business growth strategies.
[1:35] Tax planning, debt, and future tax rates.
[8:25] Taxes, debt, and Social Security.
[12:30] Tax planning and AI's impact on tax professionals.
[18:05] Tax planning and retirement strategies.
[23:35] Tax planning and financial advice for accountants.
Connect with David https://www.linkedin.com/in/davespencecfp/
Connect with Kelly https://www.linkedin.com/in/kellyrohrs/
Connect with Bilal https://www.linkedin.com/in/bmehanna/
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