217: The Mindset Shift: Turning Taxes Into a Financial Advantage

Sherri sits down with A.J. Gross, CPA, EA, to rethink the way we approach taxes—turning them from a dreaded expense into a powerful tool for financial growth. A.J. shares insights from his Good Fat Life article, The Mindset Shift, explaining how strategic tax planning can boost income, reduce stress, and align with long-term goals. From maximizing education credits to using required minimum distributions for charitable giving, this episode is packed with smart strategies to help you keep more of your money working for you.

01:11 The Role of a CPA in Your Life
03:04 A Unique Approach to Accounting
05:07 Client-Centric Culture
07:12 Understanding Client Needs
09:04 Charitable Giving Strategies
11:17 The Value of a CPA
12:12 Comparing Tax Services
13:10 Common Tax Stressors
17:21 Understanding Tax Brackets
20:30 Building a Financial Team
21:31 When to Hire a CPA
25:02 Growing Financial Relationships
29:11 Navigating State Tax Issues
30:39 Preparing for Tax Season

Show Notes
The Good Fat Life Podcast is hosted by Sherri. Our podcast is a representation of our community and the people and businesses that operate within. 
You can learn more about our mission and check out our magazine which premiers quarterly at https://goodfatlife.com/

Guest Links
Facebook: www.facebook.com/theALGgroup
LinkedIn: www.linkedin.com/company/alg-tax-solutions
Instagram: www.instagram.com/thealggroup