TDI Podcast: Last Minute Tax Tips (#640) Dec. 14, 2019

from The Disciplined Investor· ·

CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips. At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time. Adam Spiegel, CPA, is […]



CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips.
At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time.

Adam Spiegel, CPA, is a principal in the Tax and Accounting Department at MBAF, and the Managing Principal of the Fort Lauderdale office at MBAF.
Since 1993, Adam has been involved in all aspects of accounting services and accounting systems for closely-held businesses and individuals ranging in size from start-ups to $1 billion. He focuses on providing a diverse blend of financial analysis and tax planning services.
Adam’s expertise focuses on accounting and tax planning for professional service providers such as physicians, attorneys, architects, engineers, advertising, and public relations. His experience also includes working with franchises, hotels, and real estate developers and owners, both commercial and residential.
Adam also focuses on providing financial and tax planning advice to high net- worth individuals by helping them minimize taxes and build their net worth to transfer from one generation to another. Adam has extensive knowledge of accounting systems and helps his clients implement efficiencies using automation techniques.
Adam began his career at MBAF in 1993 and has contributed to the growth of the firm through his dedication to exceptional value-added service.

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Stocks mentioned in this episode: N/A