Kaz's Korner
Kaz's Korner
Podcast Description
Financial insights for life, no textbook required. The views depicted in this material are for information purposes only and are not necessarily those of Convergent Financial Partners. They should not be considered specific advice or recommendations for any individual. Neither Convergent Financial Partners nor any of its representatives may give legal or tax advice.
Podcast Insights
Content Themes
The podcast covers a range of financial topics such as tax strategies for upcoming changes, employee benefits, and home buying tips. Episode examples include discussions on tax preparations for the 2025 Tax Cuts sunset, the importance of employee benefits in business success, and strategies for first-time homebuyers navigating the current market.
Financial insights for life, no textbook required.
The views depicted in this material are for information purposes only and are not necessarily those of Convergent Financial Partners. They should not be considered specific advice or recommendations for any individual. Neither Convergent Financial Partners nor any of its representatives may give legal or tax advice.
In this episode, host Adam Kazinec sits down with Audrey Giannini, CPA and co-founder of Finance & Consulting, to discuss the real-world differences between tax preparation and tax strategy. Audrey shares how her firm works across a wide range of clients—from business owners to everyday W-2 earners—and why planning ahead is far more powerful than scrambling at tax time.
They explore:
- The blurry line between tax and financial decisions—and why collaboration is essential
- Commonly overlooked deductions (like HSA contributions and business use of home)
- Why a separate bank account can simplify tax season and reduce CPA fees
- The difference between CPAs, EAs, and self-described ”tax strategists”—and how to vet each
- Risks of chasing aggressive tax advice you find on social media
- What to watch for in 2025 with the potential sunset of the Tax Cuts and Jobs Act
- Smart questions to ask before hiring a tax pro—and why personality matters just as much as credentials
Whether you’re self-employed or just trying to get your finances in order, this episode is packed with insight into making smarter tax decisions before April.
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