Is Your CPA costing you millions?

In this episode of Navigating Abundant Retirement, Carol Dewey exposes a silent yet costly reality for high-income professionals and business owners: most CPAs are reactive, not proactive. Carol dives into the traditional compliance-based CPA model and how it may be costing you six or even seven figures over time. Through real-life client stories and strategic insight, she reveals how shifting to proactive tax planning can multiply your wealth and protect your legacy.

🔑 What You'll Learn:

• Why most CPAs don’t provide forward-looking tax strategies
• The cost of recording history vs. creating financial strategy
• Real-world examples of clients recovering millions through strategic planning
• High-impact tax-saving tools like advanced retirement plans, charitable trusts, and entity restructuring
• Why the best time for proactive tax planning is now, not after tax season

🧭 Resources Mentioned:

• 📘 Free Download: 8 Key Drivers of Company Value
• 📅 Book your Complimentary Lifestyle & Legacy Assessment: Schedule with Carol

💬 Connect with Carol:

• Website: www.perpetualwealthfinancial.com
• LinkedIn: Carol Dewey

🎧 Listen & Subscribe:

Available on Apple Podcasts, Spotify, and YouTube.

💡 If you’re ready to stop overpaying and start planning, don’t forget to rate, review, and share this episode.