The Business Credit and Financing Show · Ty Crandall

KC Chohan: How to Go Beyond Bookkeeping and Build a Tax Strategy That Scales

·28 min·2 clips
Casey Cohan explains why your CPA isn't incentivized to save you money on taxes.
Tax strategist Casey Cohan discusses moving beyond basic bookkeeping to implement advanced tax strategies for high-net-worth entrepreneurs. He explains the roles of financial professionals, introduces AI tools like Financial Fusion, and highlights strategic giving and legacy planning to minimize taxes and protect wealth.

As heard by us

A practical path from bookkeeping basics to higher-level tax strategy.

This episode treats bookkeeping as the foundation, then moves outward into tax strategy and longer-range business planning. Casey Cohan lays out the bookkeeper, controller, and CFO roles in a way that makes the central point hard to miss: clean, complete books have to come first…

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Why you'd press play

You need a cleaner path from bookkeeping to tax strategy that scales.

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