Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326
In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who’s on a mission to help entrepreneurs and small business owners thrive. Mark shares why most CPAs aren’t giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone. Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future. Tune in to learn: ✅ What a good accountant really does for their clients. ✅ How to develop the entrepreneurial spirit in yourself and your family. ✅ Mark’s perspective on managing your own economy and building wealth. Don’t miss this episode if you’re looking to level up your financial game! Check Out More of Mark’s Content Here 👇 💻 https://markjkohler.com/ 📖 Books - https://markjkohler.com/books/ 💡 Tax and Legal 360 - https://taxandlegal360.com/ 🎙️Main Street Business Podcast 👉 https://mainstreetbusinesspodcast.com/ 📒 Blog 👉 https://markjkohler.com/blog/ ℹ️ LinkedIn 👉 https://www.linkedin.com/in/markjkohler/ 📺 YT 👉 https://www.youtube.com/c/markjkohler 🖥️ FB 👉 https://www.facebook.com/markkohler/ ⌨️ X (Twitter) 👉 https://x.com/markkohler 📲 IG 👉 https://www.instagram.com/markjkohler/ Timestamps: (00:00) Introduction to Mark (02:00) Why aren’t most CPAs giving advice? (08:14) What a good accountant should be doing (09:36) Creating an advisor program (14:40) Accounting is the language of business (19:27) Developing the entrepreneurial spirit (29:31) Advice for your kids (31:47) Entrepreneurship vs day job (41:25) Debating retirement (46:30) I control my economy (48:21) Where to go when you are ready to talk to a tax advisor (50:41) Tax and Legal 360