Financial Matters with Richard Oring
Richard Oring, from New Century Financial Group in Princeton, New Jersey, discusses financial matters. His expertise in taxes and accounting gives him a unique perspective on financial planning and the interplay of taxes with it.
Financial Matters with Richard Oring
Importance of Collaboration between your CPA and Financial Advisor
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As the tax landscape ever changes, it becomes more important for your CPA and Financial Planner to collaborate.
In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, and Xavier Angel, CFP® are joined by fellow financial advisor Richard Oring and CPA Douglas Ziegler, to discuss why you want two of your most important advisors to be in communication.
Are you minimizing capital gain taxes? How many opportunities are you missing on your tax return? You also may be surprised what these two seasoned financial professionals say they wish they would have known about money when they were younger. School is in session.
