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Tax Planning Tactics and Strategies, with Craig Cody

Tax Planning Tactics and Strategies, with Craig Cody

Episode: Tax Planning Tactics and Strategies, with Craig Cody

This interview appeared on the Radical Personal Finance podcast.

What you’ll learn about in this episode:

  • How and why Craig went from NYC Police Officer to CPA and Certified Tax Coach
  • The tax planning system that helps Craig save his clients significant amounts of money
  • The proactivity at the foundation of Craig’s system (and what makes this so different from other tax systems)
  • Why Craig doesn’t just work with his clients during “tax season”
  • Why neither an account nor computer can do Craig’s system
  • Craig’s book “Secrets of a Tax-Free Life”
  • Things to look out for on your own taxes (like choosing the wrong entity)
  • How you can work with Craig from anywhere in the US

How best to connect with Craig:

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