I Don't Believe My CPA Anymore

Podcast: Hidden Money Podcast · Mike Pine and Kevin Schneider

Opublikowano: 2026-10-13

If you've had a gnawing feeling that your tax professional prepares your return but doesn't plan ahead to make you money, this episode is for you. This week, we unpack what happens when a comfortable CPA relationship stops being a strategic one: a founder two weeks from signing a $25 million roll-up whose firm never mentioned Section 1202, a $5 million earner researching the Augusta rule with an AI chatbot at night, and two clients with the same breakout year and very different tax bills. The conversations that never happened: 1. A founder was two weeks from rolling...