Latest / Legacy Beyond Wealth with Rob Shelton
How to Vet Your CPA Before It’s Too Late
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Sometimes the biggest threat to your financial future isn’t a market downturn, it’s the professionals you trust giving you bad advice. In this episode, Rob shares a jaw-dropping true story about a business owner preparing to sell his company, only to be told by his CPA team that he’d owe 50% in taxes. The problem? The math, and the understanding behind it, was completely wrong.
Here’s what we discuss in this episode:
💻 The danger of overreliance on tax software without critical…
The skinny
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