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How to Minimize the Pain of Facing Uncle Sam With Frank Cassidy
Reinvent Rich with Irvin Schorsch
English - August 26, 2019 12:00 - 12 minutes - 10.6 MB - ★★★★★ - 13 ratingsInvesting Business Kids & Family Parenting irvinschorsch reinventrich wealthmanagement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Piercing the IT Conundrum with Erik Eisen
Best-selling author and financial expert, Irvin Schorsch is joined by Frank Cassidy, President & CEO of FX Cassidy & Associates. Frank Cassidy founded Frank Cassidy and Associates and has been working in tax accounting, tax planning, individual financial planning, and compliance services for over 27 years. Along with his experience in individual tax and wealth management, Frank has worked extensively with small businesses and their owners including medical practices, information technology companies, and real estate businesses.
Links and Resources: https://www.fxcassidy.com/about-us https://www.facebook.com/FXCassidy/ Highlights: Frank's challenges when it comes to working with clients - 1:15 Tax changes - 1:33 Lower rates - 2:25 The 1031 exchanges and real estate - 3:10 Frank's superpower - 4:22 Service, attendance, and team members - 5:28 Pieces of advice that Frank did not take - 8:07 Having the same clients - 9:33 Looking forward to growing his business - 9:57 An open-minded firm - 11:01 Frank's biggest challenge - 11:20 Reinvent Rich Community:Subscribe with Apple Podcasts
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