Slash Your Tax Bill: Proven Strategies from a Top CPA | Philotimo: Finances with Friends

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Philotimo Wealth

CJ Stevens, CFP® at Philotimo Wealth Management

8 episodes

5 days ago

Philotimo (fee.low.tee.mo) Definition: "Friendship and Honour" At Philotimo Wealth Management, our client relationships are built on friendship and honour. We value giving our clients the foundation they need to achieve their goals. CJ Stevens is a CFP® professional proudly serving 400+ families working and alongside them to learn and grow. Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc. Content is solely the work of CJ Stevens for the private information of his clients. Views and recommendations expressed are his own.

Investing

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All content for Philotimo Wealth is the property of CJ Stevens, CFP® at Philotimo Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

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Slash Your Tax Bill: Proven Strategies from a Top CPA | Philotimo: Finances with Friends | Ep. 2

Philotimo Wealth

40 minutes 42 seconds

7 months ago

Slash Your Tax Bill: Proven Strategies from a Top CPA | Philotimo: Finances with Friends | Ep. 2

Taxes don’t have to be overwhelming! Bianca Batty, Chartered Professional Accountant (CPA), joins us to break down key tax strategies for homeowners, small business owners, and freelancers. We cover real estate tax rules, deductible expenses, business tax planning, CRA audits, and commonly missed credits. Plus, Bianca debunks major tax myths and shares practical tips to keep more money in your pocket.

You can learn more about Batty Accounting at ➭ https://www.battyaccounting.com/

❔Who are we?

Philotimo (fee.low.tee.mo)

Definition: "Friendship and Honour"

We strive to form client relationships built on a foundation of friendship and honour and value giving our clients the foundation they need to achieve their goals. CJ Stevens is a seasoned CFP professional proudly serving 400+ families, working alongside them to learn and grow.

Mutual funds, exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc.

Get in touch with us ➭ https://www.philotimowealth.ca/contact

Instagram ➭ https://www.instagram.com/philotimowealth/

Music ➭ Syn Cole - Feel Good [NCS Release]

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