LIVE cpe webinar
The Tax Strategy You Never Got: Moving From Compliance to Savings
Episode 5 of the Groundwork | Foundations of Accounting series
WEDNESDAY, NOVEMBER 19th | Noon Eastern
When is the last time your accountant proactively called you with a strategy to save money? Not during tax season. Not about a missing document. If the answer is "never," you're not alone.
Most businesses have a tax preparer. Very few have a tax advisor. And that gap is costing them.
In this session, two of Rea's business advisors draw a clear line between tax compliance & tax strategy, walk through the most commonly missed planning opportunities for mid-market businesses, and give you a framework for the conversation your accountant should have been having with you all along.
The Groundwork | Foundations of Accounting webinar series by Rea is designed to address the most pressing knowledge gaps facing mid-market business owners and their finance teams.
Meet Your Presenters
Joshua Agin, CPA
Principal | Rea
Josh has spent over a decade at Rea working with businesses and entrepreneurs on tax planning and strategy. Based in the Zanesville office, he specializes in helping mid-market clients move beyond basic compliance to find the planning opportunities most business owners don't know they're missing.
Daniel Scott, CPA
Senior Manager | Rea
Daniel has built his entire career at Rea, rising from intern to Senior Manager with a focus on tax planning and preparation. An Ohio State graduate, he works with businesses and individuals on the kind of proactive, year-round tax strategy that turns tax season from a surprise into a non-event.
Register Now
Stop overpaying. Start planning today.
What you'll learn
The real difference between tax compliance and tax strategy
Why most businesses overpay (and don't realize it)
The most commonly missed planning opportunities
How to structure the right tax conversation with your accountant
What proactive tax planning actually looks like year-round
Plus, earn CPE credit for attending live