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Jeffrey Wood | Source | CPA, CFP® and partner at Elysium Financial

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Jeffrey Wood

CPA, CFP® and partner at Elysium Financial
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Jeff gained a passion for financial services in 2001 while attending Brigham Young University where he earned his Masters in Accounting. After graduating, Jeff worked in public accounting at KPMG and Deloitte. Jeff has worked in banking, public accounting, and other executive positions in the financial industry. His passion for helping families with their financial plans never left him, and he re-entered the financial field once again in 2014.

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  • CPA: What Is A Certified Public Accountant?

    A CPA, or certified public accountant, is a highly trained financial professional specializing in accounting. Though many people associate CPAs solely with tax preparation, they perform a wide variety of financial-related tasks, from financial reporting to audit work and forensic research. CPA Requ

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  • Expert Insights on Early Mortgage Payoff Strategies
    Jeffrey Wood, CPA, CFP® of Elysium Financial, outlines mortgage payoff methods: recasting, extra payments, bi-weekly payments, and shorter-term refinancing. Early payoff may reduce mortgage interest tax deductions. Seek tax advice for implications.
  • Elysium Financial's Jeffrey Wood Advocates for Online Banking
    Jeffrey Wood, CPA, CFP® of Elysium Financial, touts online banking for its convenience, lower fees, and higher savings rates. He suggests evaluating fee structures, ATM access, security, and FDIC insurance when selecting an online bank.
  • Expert Insights on Debt Consolidation Benefits and Risks
    Jeffrey Wood, CPA, CFP® of Elysium Financial, states debt consolidation can lower interest rates and ease repayments. Risks include credit score damage from missed payments and potential property loss.
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  • Within these categories, CPAs may focus on public or private businesses, government, education, non-profit or even work at a public accounting firm.

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