Ep 125: Have you outgrown your CPA?

🎙️ Seeking Tax Wisdom Beyond the Ordinary 📈Are you ready to transcend the ordinary and elevate your financial wisdom? In a world where high-income and high-net-worth individuals navigate complex financial landscapes, a guiding light emerges Matt Chancey. With over 15 years of experience in the finance industry, Matt is not your ordinary financial advisor. He's a tax reduction virtuoso, dedicated to legally reducing taxes on income and capital gains for his national clientele.🚀 Quick Summary 🌟In this enlightening episode of Financial Flossing, join us as we delve into the world of tax reduction with Matt Chancey. Beyond tax strategies, Matt transforms financial futures, often leading clients to comprehensive financial planning and investment management solutions. Ross and Matt discuss the unique challenges those earning above-average incomes face, the significance of choosing the right tax professional, and dive deep into the intricate tax code. Matt provides illuminating examples of highly compensated employees. He leaves us with a golden nugget of wisdom: "Be careful taking tax advice from somebody who makes less income than you pay in taxes."📌 Key Takeaways ✅●     Matt Chancey specializes in legally reducing taxes on high-income and high-net-worth clients' income and capital gains.●     Beyond tax reduction, Matt often leads clients toward comprehensive financial planning and investment management solutions.●     This episode explores challenges faced by individuals with above-average incomes.●     It emphasizes the importance of working with the right tax professional.●     There's a deep dive into the intricacies of the tax code and when to seek expert assistance.●     Matt provides insightful examples of highly compensated employees.●     A valuable piece of advice from Matt: "Be careful taking tax advice from somebody who makes less income than you pay in taxes."🔗 Connect with Matt Chancey 🌐●     Website: Matt Chancey's Website●     LinkedIn: Matt Chancey on LinkedInTune in to this enlightening conversation with Matt Chancey, a financial luminary in his own right, and unlock the secrets to financial success beyond the ordinary. Learn more about your ad choices. Visit megaphone.fm/adchoices