Arista Wealth Podcast
Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
Arista Wealth Podcast
Episode 87: When It’s Time to Hire a CPA With Matt Swan, CPA
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In this episode, President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, for an insightful conversation about the growing complexity of the U.S. tax system and why professional guidance is becoming more important than ever.
Drawing from decades of experience advising individuals and business owners, Matt explains when it makes sense to hire a CPA firm, how tax complexity has increased over time, and why proactive planning can save taxpayers both time and money. From managing multiple 1099 forms and investment reporting to navigating the ever expanding tax code, this discussion highlights the practical value of working with an experienced tax professional.
Paul and Matt also discuss the importance of organization, communication with your tax advisor, and why addressing tax questions throughout the year can prevent problems during filing season. This episode provides valuable insight for business owners, investors, and individuals who want to better understand the role a CPA plays in protecting their financial future.
In this episode:
● When individuals and business owners should consider hiring a CPA
● Why increasing tax complexity makes professional guidance essential
● The expanding number of 1099 forms and reporting requirements
● How organization and documentation improve the tax preparation process
● The benefits of proactive tax planning throughout the year
● Why having a CPA on your team can help resolve issues with the IRS
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
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