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In this episode Jeff Neumeister, a CPA and forensic accountant, discusses his background and the services offered by his accounting firm. They also touch on topics such as mergers and acquisitions, real estate investing, and the importance of continuous learning in building a successful business. They also discuss the potential impact of tax policies on investments and the benefits of opportunity zones. The conversation concludes with a discussion on spam calls and the use of AI in telemarketing.
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- The firm offers a wide range of services including bookkeeping, payroll, tax planning, exit planning, business valuations, forensic accounting, expert witnessing, and cryptocurrency
- Continuous learning and staying open to new ideas and perspectives are key to building a successful business
- Real estate investing is encouraged, especially for clients who don’t have a personal residence, as it offers tax deductions and potential appreciation
- Opportunity zones can provide tax benefits for investors who sell their businesses and invest the proceeds in distressed areas
- Tax policies and regulations can have a significant impact on investments and should be carefully considered
- Spam calls and telemarketing are prevalent issues, and the use of AI in these practices is becoming more sophisticated
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