11/02/2026
Imagine opening your tax return and discovering you owe $71,000.
That's exactly what happened to a contractor whose business had grown tremendously.
Unfortunately, he'd been too busy to review his financial statements or act on recommendations that could've helped him prepare.
But there's another side to this story.
As a CPA or financial advisor, how long do you keep working with a client who won't follow your advice?
In this week's podcast, I share how I'd handle the situation and the lessons every advisor and business owner can take from it.
Listen here:
A $71,000 tax surprise raises a tough question for CPAs: When should you stop advising a client who won't listen?