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The Kelly Roach Show

Craig Cody on Saving Your Income Through Proactive Tax Planning

The Kelly Roach Show

Kelly Roach

Entrepreneurship, Business

4.9965 Ratings

🗓️ 22 November 2016

⏱️ 23 minutes

🧾️ Download transcript

Summary

Today's guest episode of USR features the money-saving expert Craig Cody!  As a certified tax Coach, CPA, and a bestselling author of Secrets of A Tax Free Life, Craig has seen many people make the same costly mistakes over and over again when it comes to saving their income.  

 

Craig first came into the public accounting field because of an interest in estate planning.  But as he gained more and more experience, he realized his passion was helping small business owners. In analyzing business returns, personal returns, and everything in between, Craig has been able to work with thousands of companies in creating blueprints that help uncover hidden deductions throughout their everyday business endeavors.  

 
 

In this episode, you will learn:

-how to uncover the tax mistakes and pitfalls you've been making so you can turn them around and save yourself money

-how to stop missing out on tax deductions with Craig's step by step recording and documenting plan  

-the top tips for keeping more of the hard-earned income you work so many countless hours creating

 

In addition to tax planning, Craig's company offers traditional tax services as well as off site CFO services. With a dedicated and passionate team by his side, he is able to provide daily guidance and advice to business clients from all backgrounds. Craig's company continues to take on new clients daily in hopes of furthering the general understanding of how tax deductions work so more people can start saving  more of the income they work so hard to create.

 
 

Mentioned in this episode:

Craig's Book: Secrets of a Tax Free Life: https://www.amazon.com/Secrets-Tax-Free-Life-1/dp/0983234116

 

Connect with Craig:

Free download of the Top 10 Business Owneer Mistakes: craigcodyandcompany.com/unstoppable

https://www.facebook.com/CraigCodyandCompany/

https://www.linkedin.com/company-beta/3507491?pathWildcard=3507491

 

For more business tips and strategies, follow along with Kelly:

Join the Tribe of Unstoppables on FB: https://www.facebook.com/groups/2080754075505322/

 

Website: https://kellyroachcoaching.com

 

Instagrams:

UE Revolution: https://www.instagram.com/uerevolution/

UE Marketing Mastery: https://www.instagram.com/uemarketingmastery/

Kelly Roach: https://www.instagram.com/kellyroachofficial 

 

Twitter: https://twitter.com/kellyroachlive

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to Unstoppable Success Radio. My name is Kelly Roach, former NFL cheerleader and Fortune 500 executive turned business growth strategists, helping entrepreneurs around the world to make six and seven

0:15.8

figure leaps in their business.

0:18.0

Each week we bring you multiple episodes designed to help you go further faster in accomplishing your goals and dreams.

0:25.0

Now let's get down to business.

0:28.0

Welcome to Unstoppable Success Radio.

0:32.0

I am your host Kelly Roach and I am thrilled to be here today with Craig

0:36.4

Cody. Welcome to the show Craig.

0:38.8

Oh Kelly, thank you for having me.

0:40.8

Excellent. I'm super excited that you could be here today.

0:43.8

Just so that everyone knows a little bit about Craig.

0:46.0

He is a certified tax coach and CPA.

0:48.8

He's also the best-selling author of Secrets of a Tax Free Life.

0:53.0

Craig has seen many people make the same costly mistakes over and over again,

0:58.0

and he's really going to be focused today on helping us all to not make those same mistakes.

1:04.6

So Craig has a very different area of specialty than maybe the typical accountant that you know

1:09.8

of and it's all about tax savings which is why I am thrilled to have you on the show today

1:15.2

Craig welcome. Thank you for having me. All right well let's get right down the

1:20.0

business first of all let's give everybody the the two minute pitch on why is it so critical to understand tax savings and

1:31.4

to have a strategy around planning in your business to impact the

1:36.2

amount of taxes that you pay. I think it's important because most of us

1:40.1

especially a small business owners we work very very hard okay so I think it's

1:46.6

important for us to also work hard to keep as much of that as as legally possible.

...

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