12 min
How to Minimize the Pain of Facing Uncle Sam With Frank Cassidy Reinvent Rich with Irvin Schorsch
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- Investing
Best-selling author and financial expert, Irvin Schorsch is joined by Frank Cassidy, President & CEO of FX Cassidy & Associates. Frank Cassidy founded Frank Cassidy and Associates and has been working in tax accounting, tax planning, individual financial planning, and compliance services for over 27 years. Along with his experience in individual tax and wealth management, Frank has worked extensively with small businesses and their owners including medical practices, information technology companies, and real estate businesses.
Links and Resources: https://www.fxcassidy.com/about-us https://www.facebook.com/FXCassidy/ Highlights: Frank's challenges when it comes to working with clients - 1:15 Tax changes - 1:33 Lower rates - 2:25 The 1031 exchanges and real estate - 3:10 Frank's superpower - 4:22 Service, attendance, and team members - 5:28 Pieces of advice that Frank did not take - 8:07 Having the same clients - 9:33 Looking forward to growing his business - 9:57 An open-minded firm - 11:01 Frank's biggest challenge - 11:20 Reinvent Rich Community: Subscribe with Apple Podcasts
Follow on Spotify
Listen on Stitcher
Listen on iHeartRadio
Best-selling author and financial expert, Irvin Schorsch is joined by Frank Cassidy, President & CEO of FX Cassidy & Associates. Frank Cassidy founded Frank Cassidy and Associates and has been working in tax accounting, tax planning, individual financial planning, and compliance services for over 27 years. Along with his experience in individual tax and wealth management, Frank has worked extensively with small businesses and their owners including medical practices, information technology companies, and real estate businesses.
Links and Resources: https://www.fxcassidy.com/about-us https://www.facebook.com/FXCassidy/ Highlights: Frank's challenges when it comes to working with clients - 1:15 Tax changes - 1:33 Lower rates - 2:25 The 1031 exchanges and real estate - 3:10 Frank's superpower - 4:22 Service, attendance, and team members - 5:28 Pieces of advice that Frank did not take - 8:07 Having the same clients - 9:33 Looking forward to growing his business - 9:57 An open-minded firm - 11:01 Frank's biggest challenge - 11:20 Reinvent Rich Community: Subscribe with Apple Podcasts
Follow on Spotify
Listen on Stitcher
Listen on iHeartRadio
12 min