Beyond Recording History: The Strategic Side of Tax Planning Most CPAs Miss

In this episode of Navigating Abundant Retirement, Carol Dewey explores one of the most overlooked yet critical aspects of wealth management—the difference between simply recording history with your CPA and designing your financial future with proactive tax planning.

Carol explains why the next 18 months may be one of the most important tax planning windows in decades, the opportunities created by the recently extended “One Big Beautiful Bill,” and real-world case studies where clients saved millions by planning ahead.

This episode is packed with strategies most CPAs never bring up—perfect for business owners, high-income professionals, and high-net-worth families who want to keep more of what they’ve worked so hard to earn.

💬 Memorable Quote“The smartest financial decision is usually the one you make today.” — Carol Dewey📌 Resources & Links

📘 Free Download: 8 Key Drivers of Company Value

📅 Book your Complimentary Lifestyle & Legacy Assessment: Schedule with Carol

💬 Website: www.perpetualwealthfinancial.com

💬 LinkedIn: Carol Dewey

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