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.
Looking for style diversification? More information on the TDI Managed Growth
Strategy - HERE
eNVESTOLOGY Info and Webinar Replay
Friday Pre-Market Run-Down Webinar
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Stocks mentioned in this episode: N/A