Liger Zelaya Podcast Episode 2

Could your CPA be filing your taxes correctly while you're still missing opportunities to save thousands? As we wrap up Q4 and 2026, join Emma Liger Zelaya, CPA & Tax Strategist, and Jeffrey Zelaya, Co-Founders of Liger Zelaya Growth & Tax Advisors, for an honest conversation about year-end tax planning, preparing for 2027, business growth, and building generational wealth. In this episode, we're covering: ✅ Why tax preparation and proactive tax planning are two very different things ✅ What business owners can still consider before the 2026 tax year ends ✅ How to prepare for 2027 with better financial forecasting, cash flow management, and business planning ✅ Tax considerations for high-income earners with RSUs, stock compensation, and investment gains ✅ Why growing revenue doesn't always mean growing profits or personal wealth ✅ How our clients are turning stronger business performance into diversified investments and long-term financial security ✅ Lessons from expanding our CPA firm, building an incredible team, and hosting Private Wealth Forums in New York City, Miami, and Washington, D.C. ✅ How AI and proactive financial reporting are shaping the future of CPA and CFO advisory services KEY TAKEAWAY: A perfectly prepared tax return doesn't necessarily mean you've paid the lowest amount of tax legally possible. Real tax strategy happens throughout the year, not just at filing time. ABOUT LIGER ZELAYA Liger Zelaya Growth & Tax Advisors is a family-run CPA and CFO advisory firm helping business owners, high-income professionals, and real estate investors legally minimize taxes, improve financial performance, and build long-term wealth. 🌐 Learn more: https://www.ligerzelaya.com 📅 Interested in a complimentary tax assessment? Connect with our team to discuss how proactive tax planning could benefit you. CHAPTERS 00:00 – Reflecting on 2026 and Our Private Wealth Forums 01:02 – Why Everyone Waits Until Q4 for Tax Planning 02:02 – Last-Minute Tax Strategies Before Year-End 03:28 – Preparing Your Business for 2027 04:27 – Tax Planning for High-Income Earners and Stock Compensation 05:20 – Balancing Tax Season, Family, and Business Growth 08:05 – Building a Proactive CPA Team 09:47 – Our Vision for 2027 and Future Wealth Forums 12:14 – How AI Is Changing Financial Advisory 13:46 – Tax Preparation vs. Tax Planning Explained 15:25 – Growing Business Profits and Building Personal Wealth 19:15 – The Values Behind Our Firm 20:44 – What Success Looks Like in 2027 22:29 – Why Work With Liger Zelaya? #TaxPlanning2026 #TaxStrategy #BusinessGrowth #YearEndTaxPlanning #CPA #CFOAdvisory #TaxPlanning2027 #WealthBuilding #HighIncomeEarners #LigerZelaya Disclaimer: This video is for general educational purposes and does not constitute individualized tax, legal, or investment advice. Tax strategies depend on your specific circumstances and applicable law.