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Living Richly with Curo, a podcast dedicated to empowering individuals through financial planning and investment management, recently featured Wendroff & Associates Managing Partner Brian Wendroff.
The episode, hosted by Anne McCabe and Atricia J. Roberts of Curo Private Wealth, explores the transformative role of AI and automation in accounting, tax-saving strategies, and key financial steps for business owners.
In Episode #43, titled “AI, Automation, and Tax Strategies with CPA Brian Wendroff,” the discussion covers:
An unexpected plot twist! — You’ll also hear the story of Brian’s early entrepreneurial days as a breakdancer opening for his magician father, who holds a Guinness World Record in fire eating! But when Brian’s $100 in tips turned into just one $3 G.I. Joe, he quickly realized “the math wasn’t mathing”—and his journey into accounting began!
Living Richly with Curo is available on:
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Living Richly with Curo provides valuable insights from industry leaders like Brian Wendroff for business owners and entrepreneurs looking to optimize their financial strategy.
Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia, and Rockville, Maryland, serving clients nationwide. Co-founders Anne McCabe and Atricia J. Roberts are dedicated to helping women take control of their financial futures while navigating the complexities of wealth management.
