The Keys To Your Legacy with Elijah Keyes, Episode 04

In this episode of "The Keys to Your Legacy," host Elijah Keyes speaks with Karen Hahn, a CPA and Certified Valuation Analyst with her own practice specializing in trust taxation. Karen brings over 40 years of experience and shares her expertise in various aspects of taxation and business valuation.

Tune in to the episode to hear about:

* The basics of who can legally file taxes for others, highlighting the roles of certified public accountants and enrolled agents.

* An in-depth exploration of trust taxation, including the key differences between trust tax returns and individual tax returns.

* Insights into the complexities of running a CPA practice, the value of business valuation, and the process of scaling down a business effectively.

* Real-life scenarios involving family dynamics and trust administration, offering advice for maintaining family harmony through financial transitions.

* Karen Hahn's personal journey in the field of accounting, her philosophy on client relationships, and her views on transitioning a business to the next generation.

Learn more about Karen Hahn:

* Website: https://www.khahncpa.com

* Email: Karen@KHahnCPA.com

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup