293 - Why Your CPA and Tax Lawyer Play Different Roles with Josh Lowenthal
Business owners face a costly tension when planning an eventual exit: the decisions that may shape taxes and deal outcomes often need attention years before a buyer appears, yet the legal language and tax rules can be difficult to understand. Josh Lowenthal joins Craig Andrews to explain why effective advisors should translate complexity into clear choices so owners can make informed decisions about their companies and futures.
Josh distinguishes the perspectives a CPA and a tax lawyer may bring to the same business. CPAs often concentrate on accounting, reporting, compliance, and completed…
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