S2EP6: Working with a CPA on Tax Planning Strategies

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TechGirl Financial Podcast

Business


We continue our Professional Education Series with Lisa Silva, CPA and owner of TaxPros in California.  With over 23 years of public accounting experience, Lisa has a deep focus on income tax planning and compliance for individuals and small businesses. In our conversation we talk about tax planning, working with Restricted Stock Units (RSUs) and Initial Public Offerings (IPOs), how to prepare for an audit, and how she stays abreast of tax law changes. Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to victor@techgirlfinancial.com or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and  LinkedIn.  Episode Links: Tax Pros Website The Buzz Around IPOs Podcast Contact us  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.