Ever wondered how a love for music can pave the way to a thriving career in accounting? Join us as Joe Paldino, the dynamic founder and CEO of Paldino Company CPA, shares his fascinating journey from aspiring musician to a successful CPA.

In this next episode of EnRich Your Life, host Rich Leimgruber sits down with Joe, to break down the complexities of tax planning for individuals and small businesses. Joe shares his journey to becoming an accountant, his approach to helping clients navigate tax season, and the importance of proactive financial planning. Together, they cover essential tax strategies and common misconceptions. Whether you’re a W-2 employee, an independent contractor, or a small business owner, this episode delivers practical insights to help you maximize savings and avoid tax pitfalls.

Want to know more about Joe Paldino and his services?
Website: https://jpalcpa.com
Phone: (914) 253-6857
Facebook Page: https://facebook.com/61564304345871
Licensed to practice in the state of New York

Chapter Markers

[00:00:00] Welcome to EnRich Your Life – Introduction by Rich Leimgruber
[00:00:49] Meet Joe Paldino, CPA
[00:03:01] Joe’s Unexpected Path to Accounting – From music dreams to CPA
[00:04:28] Tax Planning 101: Why Organization Matters
[00:06:24] What Documents Should You Send to Your Accountant?
[00:08:33] The Most Overlooked Tax Deductions & Why They Matter
[00:12:49] Life Events & Tax Changes: Marriage, Kids & More
[00:15:44] Audits Aren’t Scary, If your tax return is legitimate and well-documented
[00:18:54] Understanding Capital Gains & Tax Brackets
[00:19:27] Should You Incorporate? When is the right time?
[00:21:58] Tax Refunds: Are You Giving the IRS an Interest-Free Loan?
[00:24:28] Final Takeaways: Be Proactive, Plan Ahead!

Disclaimer: Richard Leimgruber, nor Onyx Bridge Wealth Group LLC, is affiliated with nor receives any compensation for their relationship with Joe Paldino, CPA.

Filmed and recorded at Studio on the Avenue/LMC Media
Mamaroneck, NY
https://lmcmedia.org/
Produced and Edited by Vekterly
https://www.vekterly.com/
Disclaimer: This podcast is for informational and educational purposes only and should not be considered as financial advice, a recommendation for any specific investment, strategy, or financial decision, or legal advice. By engaging with this material, you acknowledge and agree with its intended purpose. Any examples provided are hypothetical and for illustration purposes only. Neither Rich Leimgruber, the EnRich Your Life Podcast, nor its representatives are advising or suggesting any specific action or decision. Before making any financial, legal, or tax decisions, individuals should consult their own financial advisor, accountant, legal professional, or other qualified professional before making financial decisions. All opinions expressed are those of the host and guests and do not reflect the views of any affiliated financial institutions. The views shared may not be suitable for every individual or situation. Past performance is not indicative of future results, and all investments carry risk. Please note that any strategies discussed may not be suitable for all investors, and the appropriateness of any specific investment or strategy will depend on individual circumstances.