CPA ROD

Helping professionals, business owners & real estate investors build wealth through strategic tax planning. Get started with our link in bio. 🔗

Ready to assist entrepreneurs, small business owners, family-owned businesses and more! Let’s partner together to understand your financial goals and make strategic-minded decisions to help propel you and your business forward.

07/17/2026

An LLC isn’t automatically the right answer for every real estate investor. Depending on your goals, a Limited Partnership may provide advantages for liability, succession planning, or bringing in additional investors.

The best structure is the one that supports your long-term strategy.

P.S. Which one are you using — LLC or LP? Let me know in the comments 👇

07/14/2026

𝗔 𝗡𝗲𝘄 𝗧𝗮𝘅-𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲𝗱 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗳𝗼𝗿 𝗞𝗶𝗱𝘀? 𝗛𝗲𝗿𝗲'𝘀 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝘁𝗼 𝗞𝗻𝗼𝘄.

You may have heard about the new 530A Account (sometimes called a "Trump Account"), but what is it; and does it make sense for your family?

Here's a quick overview:

• Eligible children may receive a one-time government contribution if they meet the program requirements.
• Family members can make additional annual contributions.
• Funds grow tax-deferred and are invested in diversified U.S. stock index funds.
• The account is designed to help children build long-term wealth.

But before you rush to open one, remember:
A 530A account isn't necessarily a replacement for a 529 education savings plan, retirement planning, or other investment strategies. The best choice depends on your family's goals, tax situation, and long-term financial plan.

At 𝐂𝐏𝐀-𝐑𝐎𝐃, we believe every financial tool should fit into a broader strategy—not just because it's new.

If you're wondering whether a 530A account makes sense for your family, let's have a conversation before making any major financial decisions.

𝗩𝗶𝘀𝗶𝘁 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗼𝘂𝗿 𝗯𝗶𝗼 𝘁𝗼 𝗴𝗲𝘁 𝘀𝘁𝗮𝗿𝘁𝗲𝗱.

07/10/2026

Believe it or not, the best time to reduce your tax bill isn't December; it's now.

Mid-year is the perfect time to review profits, estimated taxes, retirement contributions, and upcoming investments.

Six months can make a significant difference when you have a plan.

07/03/2026

Most business owners don't have a tax problem.

They have a clarity problem.

When your finances are organized and your strategy is built before tax season, you spend less time reacting and more time making confident decisions.

The businesses that save the most don't wait until April.

They plan before it matters.

➡️ Ready to gain that kind of clarity? Let's start the conversation. ⬅️

06/26/2026

Now is the time to engage for your mid-year tax planning meeting so we can set you up for the best outcomes in April.
Call our office today to schedule your appointment.

06/21/2026

Happy Father’s Day to our clients and friends from your CPA-ROD team! 🩵

06/19/2026

One of our core values is simple: Be Curious. Ask Questions. Learn the Next Thing.

That’s exactly why I attended the AICPA ENGAGE Conference in Las Vegas this year.

The tax and accounting landscape is constantly evolving. New regulations, emerging technologies, and changing client needs require us to stay curious and committed to learning. Conferences like this give us the opportunity to ask better questions, challenge assumptions, and discover new ways to create value for our clients.

Investing in continuous learning is part of our responsibility to provide thoughtful guidance and forward-thinking strategies.

I’m grateful for the opportunity to learn from some of the best minds in the profession and excited to bring those insights back to our clients and team.

06/05/2026

Now Scheduling Mid-Year Strategy Meetings.
Give us a call to schedule yours!

05/22/2026

Buying real estate is one thing; but how you hold it can make a big difference over time.

We see a lot of investors default to an LLC, and in many cases, that works well. But depending on your goals, a Limited Partnership might offer advantages you haven’t considered.

The key isn’t choosing what’s most common…
it’s choosing what aligns with your strategy.

If you own real estate (or are planning to), this is worth understanding.

Have questions about your current structure? We’re always happy to talk it through.

05/21/2026

We’re getting settled into our new office space and excited for this next chapter! A fresh space, the same commitment to serving our clients and community well! 😊

Address

40 N. Highway 49/88
Jackson, CA
95642

Telephone

+12092178283

Website

http://www.cpa-rod.com/, https://go.ignitionapp.com/client-portal/0760fa5900706a949dbee28477442ed55cf9a8f1fa34140fd5b2ee

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