The Advisor Gap: CPA vs Broker (S1E2)
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The Advisor Gap: CPA vs Broker (S1E2)
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Summary
Most business owners have a CPA, an insurance broker, and maybe a financial advisor. The problem is they’re rarely working together.
In this episode of Uncovered, Blake Erickson sits down with Kevin Kuhn and Michael Marshall of Kuhn & Company to break down what happens when those conversations don’t happen and where gaps start to show up.
They cover the real differences between compilations, reviews, and audits, common payroll and benefits mistakes that create tax issues, ACA reporting pitfalls employers are running into, and how better coordination between advisors can uncover savings, reduce risk, and improve decision-making.
If you’re a business owner or part of a leadership team, this episode will help you ask better questions and get more out of the advisors you already have.
More info www.dspins.com