Episode 5 of the Groundwork | Foundations of Accounting series
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.
[Save Your Spot]
Meet Your Presenters
Joshua Agin, CPA | Principal
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
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
