Episode 21: The Tax Planning System that Will Save You Money, with Craig Cody

System Execution Podcast

Craig Cody is a Certified Tax Coach, Certified Public Accountant, Business Owner and Former New York City Police Officer with 17 years experience on the Force. In addition to being a Certified Public Accountant for the past 15 years, he is also a Certified Tax Coach. As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified. With this organization, Craig has co-authored an Amazon best seller book, Secrets of a Tax-Free Life.

What you’ll learn about in this episode:

• Craig’s background and how he went from NYC Police Officer to CPA and Certified Tax Coach
• Craig’s tax planning system that helps his clients save significant amounts of money
• Why Craig’s system is based on proactivity (and why most people do their taxes reactively)
• Why Craig works with his clients all year and not just during “tax season”
• Why a computer cannot do Craig’s system
• “Secrets of a Tax-Free Life”: Craig’s book
• Things to look out for on your own taxes (like choosing the wrong entity)
• Why your accountant can’t do what Craig does
• How you can work with Craig from anywhere in the US

Ways to contact Craig:

• Free copy of Craig’s book: www.craigcodyandcompany.com/execution
• Phone: [phone]
• Email: [e-mail]
• Website: www.craigcodyandcompany.com

A transcript of this episode is available at: systemexecution.com/tax-planning-system