Joel Peluffo came to Santa Clarita from Argentina at 16 chasing soccer, and ended up a partner at Hedman Partners, one of the most respected CPA firms in the valley. In this episode Charlie sits down with him for an honest talk about using the right CPA to actually grow a business, not just file taxes. They get into why a great firm says no to clients, why value beats volume, and why chasing a tax write off often costs you more than it saves.
Whether you are an owner who wants better numbers or someone weighing a career, this one is worth your time.
Timestamps
0:00 Meet Joel Peluffo: from Argentina to Santa Clarita
2:52 Soccer, a full ride, and stumbling into accounting
5:55 Getting hurt, marrying young, and betting on a career
9:05 Thirteen years at Hedman and the road to partner
13:08 Why Hedman says no: choosing clients by value, not revenue
20:27 Culture, community, and beating burnout
22:50 Competing with the Big Four and the private equity rollup opportunity
35:25 The truck write off trap and smarter tax strategy
41:09 High W2 earners, shiny loopholes, and the IRS
45:00 Advice for the next CPA: purpose over a paycheck
Contact Hedman Partners LLC
Website: https://www.hedmanpartners.com/
Phone: (661) 287-6333
Toll Free: (888) 866-4195
Email: info@hpllp.com
About Risky Assets
The Risky Assets Podcast is produced by Greyhawk Premier Insurance Solutions. We sit down with founders, operators, and experts for honest conversations about building a career, taking smart risks, and the real work behind the wins.
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Disclaimer
This episode and description are for general educational purposes only and are not tax, legal, or financial advice. Tax rules and treatment change and depend on your situation. Please consult a qualified CPA or attorney before making decisions.
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