@Dominic Caputo Its a huge difference between a CPA and CFP® (CERTIFIED FINANCIAL PLANNER™) like myself who is a tax strategist. - A CPA is focused on compliance. Their job is to make sure your returns are filed correctly and the IRS stays off your back. - A Tax Strategist is focused on strategy. Their role is to help you legally reduce taxes, unlock deductions, and create wealth-building plans before the year ends. So the CPA keeps you safe, and the strategist helps you win. Which means its best to have both on your team. HOORAH!! I live in Jacksonville by the way, here is my calendar if you want to connect https://calendar.relaxinvestor.com/media-and-speaking-engagement-meeting

@Corey Mueller I dont t have any recommendations as we do not offer liability insurance, but in general it’s always best to get three different quotes. Also insurance brokers typically give you a better deal than the larger companies like State Farm or nationwide. For my investing and tax strategy content, you can follow me on my IG or YouTube with the handle @paynefulprofits