CPA ROD

CPA ROD Helping professionals, business owners & real estate investors build wealth through strategic tax planning. Get started with our link in bio. ๐Ÿ”—

Ready to assist entrepreneurs, small business owners, family-owned businesses and more! Letโ€™s partner together to understand your financial goals and make strategic-minded decisions to help propel you and your business forward.

The best tax strategies are built on accurate, up-to-date books โ€” not put together in April.If your bookkeeping is curre...
08/28/2026

The best tax strategies are built on accurate, up-to-date books โ€” not put together in April.

If your bookkeeping is current, we can actually plan ahead with you: estimate what you'll owe, find opportunities before year-end, and avoid surprises.

Weโ€™re opening up just 2 onboarding spots for September. If you want next tax season to feel different, now's the time to get your books in order. ๐Ÿ“‚

Link in bio to begin.

Good tax planning starts with good bookkeeping. If your books are behind, you're planning blind.We have room for 1 new c...
08/21/2026

Good tax planning starts with good bookkeeping. If your books are behind, you're planning blind.

We have room for 1 new client this August and 2 more in September.

Visit our website to begin so you can get ahead of tax season instead of scrambling through it.

Finding a great property is exciting. But before you close, make sure youโ€™ve thought through ownership structure, financ...
08/14/2026

Finding a great property is exciting.

But before you close, make sure youโ€™ve thought through ownership structure, financing, liability protection, depreciation opportunities, and your long-term tax strategy.

Those decisions can have an impact for years to come.

Great coaches invest in long-term success. Building wealth works the same way. Good decisions made consistently over tim...
08/07/2026

Great coaches invest in long-term success.

Building wealth works the same way. Good decisions made consistently over time almost always outperform chasing shortcuts.

One of the biggest mistakes we see? Waiting until after youโ€™ve purchased a property or formed a new business to ask tax ...
08/01/2026

One of the biggest mistakes we see? Waiting until after youโ€™ve purchased a property or formed a new business to ask tax questions.

Some of the most valuable tax planning opportunities happen before the paperwork is signed. โœ๐Ÿป

The tax consequences of a real estate transaction are often determined before you sign the paperwork. With the right str...
07/24/2026

The tax consequences of a real estate transaction are often determined before you sign the paperwork.

With the right strategy, you may be able to reduce your tax liability and keep more of your money.

Once the deal is done, many planning opportunities are gone.

A quick conversation today could save you thousands tomorrow.

Reach out to talk through your next transaction before it happens!

Our team loved surprising our fearless leader to celebrate his special day during our team meeting last Friday. Please j...
07/20/2026

Our team loved surprising our fearless leader to celebrate his special day during our team meeting last Friday. Please join us in wishing Anthony a very happy birthday! ๐ŸŽ‚๐ŸŽ‰

An LLC isnโ€™t automatically the right answer for every real estate investor. Depending on your goals, a Limited Partnersh...
07/17/2026

An LLC isnโ€™t automatically the right answer for every real estate investor. Depending on your goals, a Limited Partnership may provide advantages for liability, succession planning, or bringing in additional investors.

The best structure is the one that supports your long-term strategy.

P.S. Which one are you using โ€” LLC or LP? Let me know in the comments ๐Ÿ‘‡

๐—” ๐—ก๐—ฒ๐˜„ ๐—ง๐—ฎ๐˜…-๐—”๐—ฑ๐˜ƒ๐—ฎ๐—ป๐˜๐—ฎ๐—ด๐—ฒ๐—ฑ ๐—”๐—ฐ๐—ฐ๐—ผ๐˜‚๐—ป๐˜ ๐—ณ๐—ผ๐—ฟ ๐—ž๐—ถ๐—ฑ๐˜€? ๐—›๐—ฒ๐—ฟ๐—ฒ'๐˜€ ๐—ช๐—ต๐—ฎ๐˜ ๐—ฌ๐—ผ๐˜‚ ๐—ก๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ž๐—ป๐—ผ๐˜„.You may have heard about the new 530A Account (somet...
07/14/2026

๐—” ๐—ก๐—ฒ๐˜„ ๐—ง๐—ฎ๐˜…-๐—”๐—ฑ๐˜ƒ๐—ฎ๐—ป๐˜๐—ฎ๐—ด๐—ฒ๐—ฑ ๐—”๐—ฐ๐—ฐ๐—ผ๐˜‚๐—ป๐˜ ๐—ณ๐—ผ๐—ฟ ๐—ž๐—ถ๐—ฑ๐˜€? ๐—›๐—ฒ๐—ฟ๐—ฒ'๐˜€ ๐—ช๐—ต๐—ฎ๐˜ ๐—ฌ๐—ผ๐˜‚ ๐—ก๐—ฒ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ž๐—ป๐—ผ๐˜„.

You may have heard about the new 530A Account (sometimes called a "Trump Account"), but what is it; and does it make sense for your family?

Here's a quick overview:

โ€ข Eligible children may receive a one-time government contribution if they meet the program requirements.
โ€ข Family members can make additional annual contributions.
โ€ข Funds grow tax-deferred and are invested in diversified U.S. stock index funds.
โ€ข The account is designed to help children build long-term wealth.

But before you rush to open one, remember:
A 530A account isn't necessarily a replacement for a 529 education savings plan, retirement planning, or other investment strategies. The best choice depends on your family's goals, tax situation, and long-term financial plan.

At ๐‚๐๐€-๐‘๐Ž๐ƒ, we believe every financial tool should fit into a broader strategyโ€”not just because it's new.

If you're wondering whether a 530A account makes sense for your family, let's have a conversation before making any major financial decisions.

๐—ฉ๐—ถ๐˜€๐—ถ๐˜ ๐˜๐—ต๐—ฒ ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ผ๐˜‚๐—ฟ ๐—ฏ๐—ถ๐—ผ ๐˜๐—ผ ๐—ด๐—ฒ๐˜ ๐˜€๐˜๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฑ.

Believe it or not, the best time to reduce your tax bill isn't December; it's now. Mid-year is the perfect time to revie...
07/10/2026

Believe it or not, the best time to reduce your tax bill isn't December; it's now.

Mid-year is the perfect time to review profits, estimated taxes, retirement contributions, and upcoming investments.

Six months can make a significant difference when you have a plan.

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235 New York Ranch Road Suite C
Jackson, CA
95642

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