Some jobs give us lasting friendships, others give us life lessons. Which job do you look back on today that puts a smile on your face for the lasting impression it’s made?
Curious Finance
金融服务
Oakland，CA 241 位关注者
Where Personalized Strategies and Tax Optimization Diagnose Success
关于我们
???????????????? ?????????????????? ????????-?????????? ???????? ?????????????? ??????????????: ?????????? ???????????????????????? ???????????????????? ?????? ?????? ???????????????????????? ???????????????? ??????????????. "In America, there are two tax systems: one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury.” - Judge Learned Hand As a growing financial consulting company, we are dedicated to informing and empowering individuals and businesses, with a special focus on physicians navigating the complex arena of taxation and financial management. Our mission is to ensure that you are well-informed and strategically positioned to optimize your taxes, protecting your hard-earned wealth from various risks and threats. ???????????????????? ??????????????: With a rich background in collaborating with physicians, we understand the unique challenges you face. Our CEO and Founder bring over a decade of nursing experience, providing comprehensive solutions tailored for the medical community, addressing not only liability, insurance, and staffing concerns but also fostering a resilient culture. ?????????????????? ????????????????: Founded in 2017, Curious Finance has a dual purpose: assisting tax professionals and partnering with accountants to diagnose and proactively address financial matters. We specialize in strategically reducing taxes and operational costs for medical practices. Explore how Curious Finance can assist you with investment management, financial and retirement planning, risk mitigation, legal aspects, tax reduction strategies, or business management. Feel free to send us a message here on LinkedIn when you're ready.
- 网站
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https://www.curious-finance.com
Curious Finance的外部链接
- 所属行业
- 金融服务
- 规模
- 1 人
- 总部
- Oakland，CA
- 类型
- 上市公司
- 创立
- 2017
- 领域
- Investment Management、Financial And Retirement Planning、Risk Mitigation、Legal Affairs 、Advance Tax Reduction Strategies和Business Management And Culture
地点
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主要
获取路线
PO Box 72291
US，CA，Oakland，94612
Curious Finance员工
动态
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I’m so excited to announce that I’m launching my Financial Services Newsletter! Together, we’ll be exploring everything from insurance to the stock market, as well as subjects like budgeting tips, writing a will, and the financial changes that come with marriage. Learn more about this opportunity and add your name to my mailing list at https://lnkd.in/gnrEgy4h
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Traditional services such as tax preparation and audits are no longer the only responsibilities accountants face. As an accountant, you may be considered a trusted business advisor, which means you are the go-to person for business solutions. Can you deliver? Take a look at our short video to learn more about the increasing expectations placed on accountants at https://lnkd.in/g7w9sKBH www.curious-finance.com
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If you’re like most, you already have assets insured that are valuable to you, such as your home, vehicles, boats, etc. It’s commonplace to protect these assets without giving them much thought, but what about protecting your income and the value of it in comparison? To help you gain a better perspective on the value of your Income Asset and how to protect it, watch Disability Insurance - The Risks of Waiting. For immediate access, check out https://lnkd.in/gY9yP_3X
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Don't miss your opportunity to access our educational video where you’ll learn about Premium Financed Life Insurance. This is a valuable tool for high-net-worth individuals and business owners. Access the video now at https://lnkd.in/gAw5XKGF
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Staying informed about relevant tax credits and working with a tax advisor can help identify and apply for credits, reducing overall tax liability. Learn how to get started at https://lnkd.in/gbT3s_ct #Construction #Contractor #Building #CuriousFinance #ConstructionLife #ConstructionWork #ConstructionIndustry #ConstructionManagement #BusinessOwner #BusinessOwners #Entrepreneur #Taxes #TaxSolutions #TaxReduction #TaxDeductions #TaxCredits #Savings #entrepreneurship #TaxSavings
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?? Attention Business Owners! ?? As a business owner, you work hard to grow your business, save on taxes, and protect your assets. But do you truly know and control where your money is being allocated? If this sounds important to you, then you definitely don’t want to miss this exclusive event next Wednesday. ?? Mark your calendars and take the next step toward securing your financial future! #BusinessGrowth #TaxPlanning #AssetProtection #CuriousFinance #FinancialSuccess
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Congrats on completing your academic career! What’s next? Starting a new chapter after completing your academic journey? Let's talk about your financial plan for the future! #FinancialFreedom #StudentLoanManagement #DebtFreeFuture #SmartFinance #CuriousFinance #PersonalFinance #WealthManagement
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We’ve created a model specifically for professionals to help them corner the market in a new and disruptive way. Schedule a discovery call now at https://lnkd.in/gdqzNE4A #curiousfinance #cpa #cpas #taxprofessionals #teambasedmodel #successmindset #financialprofessional #financialprofessionals
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