Episodes

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Garrett Crawford, CFP® 10/21/26 Garrett Crawford, CFP® 10/21/26

CPA vs. Enrolled Agent: Which Do $2M to $8M Retirees Actually Need?

Retirees with $2M to $8M often assume every tax professional does the same job. Garrett Crawford, CFP® and Adam Reed break down the distinct roles of a state-licensed CPA, an IRS-credentialed Enrolled Agent, and a Tax Attorney. Learn how to evaluate which tax preparer fits your retirement portfolio, state tax liabilities, and year-end planning goals.

Garrett Crawford, CFP® 2/4/26 Garrett Crawford, CFP® 2/4/26

The Tax Preparer Referral Conversation For High-Net-Worth Retirees

Episode 21 of Retirement Tax Matters is Part 2 of our series exploring the shift high-net-worth retirees face when moving from DIY tax filing to using a professional tax preparer. Garrett Crawford, CFP® provides an anecdotal look at the 2026 pricing landscape and how to set the right expectations for your tax team.

Garrett Crawford, CFP® 1/26/26 Garrett Crawford, CFP® 1/26/26

Tax Preparation vs. Tax Planning: Why High-Net-Worth Retirees Need Both

Episode 20 kicks off a two-part series on why most retirees between $2M-$8M need both a Tax Preparer and a Financial Planner. We explore the difference between filing forms (rear-view) and strategic planning (windshield) to help you stop being the middleman and start building a coordinated tax team.