Stop Leaving Money on the Table: What Your CPA Isn’t Telling You | MARK KOHLER #326

Unlock Your Potential with Jeff Lerner

In this episode of Unlock Your Potential, we dive deep with Mark Kohler, a top CPA, attorney, and best-selling author who’s on a mission to help entrepreneurs and small business owners thrive.

Mark shares why most CPAs aren’t giving the strategic advice clients need and reveals the true value of a knowledgeable accountant. We discuss the entrepreneurial mindset, tips for raising financially savvy kids, and why retirement may not be the best plan for everyone.

Get ready for practical, no-nonsense advice on taking control of your finances and building a solid strategy for your future.

Tune in to learn:

✅ What a good accountant really does for their clients.

✅ How to develop the entrepreneurial spirit in yourself and your family.

✅ Mark’s perspective on managing your own economy and building wealth.

Don’t miss this episode if you’re looking to level up your financial game!

Check Out More of Mark’s Content Here 👇

💻 https://markjkohler.com/

📖 Books - https://markjkohler.com/books/

💡 Tax and Legal 360 - https://taxandlegal360.com/

🎙️Main Street Business Podcast 👉 https://mainstreetbusinesspodcast.com/

📒 Blog 👉 https://markjkohler.com/blog/

ℹ️ LinkedIn 👉 https://www.linkedin.com/in/markjkohler/

📺 YT 👉 https://www.youtube.com/c/markjkohler

🖥️ FB 👉 https://www.facebook.com/markkohler/

⌨️ X (Twitter) 👉 https://x.com/markkohler

📲 IG 👉 https://www.instagram.com/markjkohler/ Timestamps:

• (00:00) Introduction to Mark
• (02:00) Why aren’t most CPAs giving advice?
• (08:14) What a good accountant should be doing
• (09:36) Creating an advisor program
• (14:40) Accounting is the language of business
• (19:27) Developing the entrepreneurial spirit
• (29:31) Advice for your kids
• (31:47) Entrepreneurship vs day job
• (41:25) Debating retirement
• (46:30) I control my economy
• (48:21) Where to go when you are ready to talk to a tax advisor
• (50:41) Tax and Legal 360