All Forum Posts by: James Jiang

@James Jiang 

investing a bit more, maybe a grand or two, for your taxes.

One thing software often overlooks? Using passive losses to offset passive income. This can even help reduce some of your ordinary income. 

But a word of caution: many big CPA especially with podcast/youtube platforms use overseas staff and just white-label other firms. Need a connection to one I use who... Feel free to reach out.

Interestingly, many of the newer companies are the ones you'd want to work with. The old school CPAs who might have a good reputation... they're a bit stuck in their ways. They might not be up-to-date with strategies like using passive income to lower taxes. And, most CPAs will advise on 401ks or Roth IRAs. Personally, I think that's a bit outdated. 🤙