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Posted by: Charles P Myrick CPA Posted on: Nov 28 2019

From Tax Preparation to Financial Planning

I tell all my clients that the true key to building wealth lies in building assets. Regardless of how much money you make, you can build wealth over time through assets. Think about how much of your life involves bills, taxes, purchases, contracts, etc. When it comes to financial planning, why not take advantage of the time you spend preparing for your tax filing and reconnect with your CPA to develop a financial plan for building wealth. 

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Posted by: Charles P Myrick CPA Posted on: Oct 31 2019

How to Save Money With Year-End Tax Planning

It's no secret that the last quarter of any year is a busy one for those who wants to get a jump on tax planning and preparation. With holidays and shopping competing for your attention it’s easy to lose your focus on long-range financial planning. I understand completely. However, it's smart to look at ways you might minimize your tax liability. 

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Posted by: Charles P Myrick CPA Posted on: Oct 18 2019

How to Prepare Yourself to Be a Successful Investor

As a CPA I help lots of individuals with tax preparation and filing. Many of them are interested in building assets through investing. From a tax perspective, investments are a solid way to increase longterm assets. I advise my clients to work with a financial advisor. It takes time and patience to build wealth. 

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