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IAM1752 – Certified Tax Coach and Co-Author Helps Clients With Techniques and Strategies on Tax Planning

Podcast interview with Craig Cody

Why it was selected for “CBNation Architects”:

In episode IAM192 of the I AM CEO podcast, host Gresham Harkless interviews Craig Cody, a Certified Public Accountant, Certified Tax Coach, Business Owner, and former New York City Police Officer with 17 years of experience on the force.


As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become, as well as remain, certified.
In the interview, Craig discusses his journey as an entrepreneur and the importance of tax planning for businesses. He talks about his unique approach to tax consulting, which involves personalized service and expertise to help clients save money on taxes and improve their bottom line. Craig also shares his CEO hacks and nuggets, which include staying hydrated and using a virtual assistant to stay organized.
Additionally, he defines what being a CEO means to him, which involves being able to do what he wants when he wants.

Overall, the episode provides valuable insights into tax planning for businesses and the importance of personalized service in consulting.


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Craig Cody Teaser 00:00

We save a client $20,000 a year. In five years, that's an extra hundred thousand dollars that they've invested. What can that do for them? And you take it out even further, it turns into a lot of money.

Unfortunately, people don't communicate with their accountants. Accountants are probably not the best communicators by nature. If you're a business owner, you're running a business, you are not gonna typically be reaching out to your accountant. You want that person to reach out to you and you wanna be on some kind of a schedule. You guys are both on the same page.

Intro 00:26

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long, long, long interview?

If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:50

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them, business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners. Or what I like to call the CB Nation architects that are looking to level up their organizations.

In this month, we are focusing on knowing thy numbers. I could hear the phrases from Mr. Wonderful on Shark Tank. If you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment funding, bootstrapping, anything that's around numbers. We have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

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Things are gonna be a little bit different obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focuses around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I have a very special guest on the show today. I have Craig Cody of Craig Cody and Company. Craig is awesome to have you on the show.

Craig Cody 02:15

Thank you very much for having me today.

Gresham Harkless 02:17

No problem. Super excited to have you on. What I want to do is just read a little bit more about Craig so you can hear about all the awesome things that he's doing. Craig Cody is a Certified Public Accountant, Certified Tax Coach, Business owner, and former New York City police officer with 17 years of experience in the force.

As a Certified Tax Coach, Craig belongs to a select group of tax practitioners throughout the country who undergo extensive training and continued education on various tax planning techniques and strategies to become as well as remain certified. With this organization, Craig has co-authored an Amazon bestselling book, Secrets of a Tax Free Life.

Craig, are you ready to speak to the I AM CEO community?

Craig Cody 02:55

I am ready.

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Dave Bonachita - CBNation Writer

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