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“The smaller firms definitely have an issue with getting up to speed with all the laws and the changes. It’s so complex today that unless you have an expertise or do it everyday you can’t just pick it up one time and expect to be an expert in it. The smaller firms clearly have that fault, they may have a small little niche, but anything outside that niche, they don’t have the expertise.”
In this episode, Tom Hine speaks with Jay Rasmus. Jay is a partner at Mahoney Sabol & Company, LLP, an accounting firm that provides comprehensive accounting, auditing, tax, and business consulting services to a wide range of clients and industries. They discuss the biggest challenges in the tax preparation business, classic accounting mistakes, and the implications of any potential RMD age increases.
Mahoney Sabol & Company, LLP: https://mahoneysabol.com/
Connect with Tom: https://www.linkedin.com/in/hinetom/
Feedback: https://www.capitalwm.com/successionfit-podcast
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Capital Wealth Management, LLC or CES Insurance Agency.
In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred others, Tom aims to help owners maximize and monetize their life’s work by showing them how to prepare their company for sale or merger, and the importance of protecting their health, as well as their wealth.
Guest or topic suggestions: www.capitalwm.com/successionfit-podcast
Contact Tom: https://www.linkedin.com/in/hinetom/
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.