Joanne Ehreth Burke CPA PLLC

?? From CPA to CFP?: A Journey of Trust & Comprehensive Planning ?? I was recently a guest on the latest "Ultra High Net Worth Clients" podcast with Chris Brodhead, MBA. We had an amazing time discussing "Why Financial Advisors Should Master Tax Planning" and I shared some personal anecdotes about my journey. When I started as a CPA, my focus was on tax strategies. But over time, I realized that taxes are just one piece of the puzzle. That’s what led me to become a CFP?—so I could provide more comprehensive guidance and help families make smarter financial decisions beyond tax season. In this podcast, I share: ? My transition from CPA to CFP? ? Why trust is the foundation of great financial planning ? The impact of Rothification and proactive tax strategies ? How to leave "more to family and less to Uncle Sam" ?? Listen to the full episode here: https://lnkd.in/ewHdHzz4 What’s one financial strategy you wish you had learned sooner? Drop your thoughts in the comments. ?? #FinancialPlanning #TaxStrategy #CFP #WealthManagement #EstatePlanning #RetirementPlanning #Podcast #UHNWC #ultrahighnetworthclients #rothification #lifetimetaxsavings

?? Celebrating Wins and Spreading Gratitude ?? I've been diving into the power of celebrating daily victories lately, and let me tell you, it's been a game-changer! ?? There's something magical about acknowledging those small wins that fills your heart with gratitude and ignites positive energy all around. Today, I'm celebrating a win that's not just mine but shared with new clients. During our recent meeting, they expressed how much better they feel about their retirement and future since we embarked on this journey together. Hearing that they're more confident in taking the next steps in their career, knowing their financial groundwork is solid, fills me with immense joy and satisfaction. For me, this is the ultimate win-win scenario. Knowing that I've contributed to easing their worries and helping them sleep soundly at night is precisely why I do what I do. It's about building relationships, instilling confidence, and empowering individuals to live the life they've always dreamed of. So here's to celebrating victories, big and small, and to the incredible feeling of making a positive impact on someone's life. Let's keep spreading gratitude and embracing the wins that make each day brighter! ??? #CelebrateWins #GratitudeInAction #ClientSuccess #FinancialEmpowerment #ImpactfulRelationships #WinWinSituations