Dan Nicholson: Creating a Roadmap for Financial Certainty EP 014

Every business owner, large or small, wants to pay less tax. Dan Nicholson, owner of Nth Degree CPAs, takes his experience of working with a top global CPA firm and completing a fellowship with Government Accounting Standards to do just that. For the fourth time, Dan was named a global winner of accountants 40 under 40. And Nth degree won an award for being one the best run midsize firms in the U.S. In our conversation, Dan shares how he helps clients attain financial certainty. In other words, how to create a roadmap which is a business plan for reaching financial goals. Dan also shared: ·        The premise of what financial certainty means. ·        Tax strategies including use of the real estate professional status. ·        The research that led to the development of the Certainty app. ·        How the app measures cash-flow and assets to financial goals and targets. I hope you enjoy our conversation. Please let me know your thoughts!   Connect with Dan Nicholson, Owner, Nth Degree CPAs Certaintyapp.com Rigging the Game Podcast Book on Amazon: Rigging the Game, the Four Commandments of Financial Certainty, Dan Nicholson   Connect with Ricardo Matos Website:  https://srsfranchise.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices