Silver Peaks CPA

Podcast

Beyond Tax Season: The $135K Lesson in Proactive Planning

About this episode

In this episode of Beyond the Books, Jessica Gonifas, CPA, and Angela, Senior Client Manager at Silver Peaks CPA, share how proactive tax strategy helped one law firm save $135,000 — all through smart planning and the right entity structure.

They pull back the curtain on what really drives tax savings, why reactive “tax-time advice” falls short, and how a year-round CFO approach can transform profit into long-term wealth.