Sep 30, 2026 · 18 min · 10 segments
IRS audits of high earners have dropped sharply but AI matching systems have not.. On this episode of the #YouAndYourMoney #podcast, Jonathan Mathews, CFP® shares what you need to know. Read the…
So what's the bottom line here, our discussion today?
It's important to do your own work throughout the year, work with your CPA, make sure that you talk through everything as you back up when you should with your accountant and your financial planner.
Just like the discipline that makes the rest of a financial plan work, it's something that our team considers for our clients as part of their ongoing financial planning process and working with their CPA.
So what's the bottom line here, our discussion today?
It's important to do your own work throughout the year, work with your CPA, make sure that you talk through everything as you back up when you should with your accountant and your financial planner.
Just like the discipline that makes the rest of a financial plan work, it's something that our team considers for our clients as part of their ongoing financial planning process and working with their CPA.
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