POPULARITY
5 episodes with augusta rule
2 episodes with augusta rule
2 episodes with augusta rule
3 episodes with augusta rule
2 episodes with augusta rule
2 episodes with augusta rule
2 episodes with augusta rule
2 episodes with augusta rule
2 episodes with augusta rule
Send us a textUnderstanding your tax tipping point can make or break your bottom line. Learn how to prevent “taxes that tip the scale” by implementing proactive planning and smarter deductions. From purchasing real estate and leveraging Section 179 to hiring your kids legally and setting up accountable plans, this guide helps you identify where hidden savings live—and how to use them strategically.You'll learn how to:Evaluate whether buying or leasing real estate benefits your long-term goalsUse Section 179 and cost-segregation strategies to accelerate deductionsHire your children for legitimate work and lower taxable incomeContribute to SEP, SIMPLE, or 401(k) retirement plans for added savingsApply the Augusta Rule, QBI deduction, and energy-efficiency creditsCreate an accountable reimbursement plan that reduces your personal tax burdenSchedule quarterly CPA reviews to forecast and prevent surprisesIf you're ready to stop letting taxes drain your profits and start using them to build wealth, this episode gives you the playbook to plan smarter—not harder. (Not tax advice.)Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today's business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast. Get In Touch With MePodcast Website: https://www.privatepracticesurvivalguide.com/LinkedIn: https://www.linkedin.com/in/brandonseigel/Instagram: https://www.instagram.com/brandonseigel/https://wellnessworksmedicalbilling.com/Private Practice Survival Guide Book
Send us a textIf you've ever wanted to move money from your business to yourself without paying extra tax, this episode is for you.In this episode, you'll learn how the Augusta Rule, also called the 14-Day Home Rental Rule, lets business owners rent their personal homes to their own business and receive that income completely tax-free. You'll also learn exactly how to document it, what proof the IRS expects, and the common mistakes that can get this strategy disallowed.
Hello, 7-Figure Educator community! I'm thrilled to bring you an exceptional episode today - Join me in a conversation with the distinguished finance expert, Amelia Thomas, as we unravel the secrets of the 1% and delve into the intricacies of wealth building. Amelia shares insights into her background in finance and the unique journey that led her to specialize in assisting individuals with networks or businesses exceeding $1 million. In this episode, we'll demystify wealth management and uncover how collaboration with other professionals shapes a comprehensive strategy tailored to your financial success. Our discussion emphasizes the importance of transcending conventional inheritance thinking as Amelia underscores the significance of creating a lasting legacy that extends beyond physical assets, ensuring prosperity for generations to come. Tune in now, because this eye-opening conversation is going to challenge you to think bigger and take control of your financial future. KEY POINTS: - The mindset that the 1% have about wealth and assets - How to make financial decisions like the 1% - Leveraging on debt to create wealth-building assets - Things to consider and people you need to build an effective and qualified money team - Hidden investment opportunities as an accredited investor (and if you qualify as one) - The Augusta Rule and other tax codes that are catered to producers, not consumers - How your fear of hiring is a form of self-sabotage QUOTES: “This is how we keep our community growing and thriving. It takes business ownership.” - Amelia Thomas “Oppression will make you fear the very thing that will set you free.” - Dr. Erica Jordan-Thomas RESOURCES: [MEET] Are you an educator looking to start or grow your education consulting business? Click here to book a call with our team and learn more about our programs! [FREE] Don't miss my free 5-Day 7-Figure Business School and learn the blueprint to grow a seven-figure education consulting business. I'm going to teach you the psychology of a millionaire, how to identify million-dollar problems, package and price your offers, master my seven-figure sales process, and identify leads to pitch immediately. Click HERE to sign up now! [LIVE EVENT] Join us at Seven Figure Educator Live, a three-day event in Atlanta, Georgia, where you'll experience unparalleled support, community, and fellowship with your fellow educators. Click HERE to grab your ticket now and let's make magic happen together in Atlanta! [FB COMMUNITY] Don't miss out on your chance to connect with other education consultants in our free public Facebook group! Click HERE and find your 7-Figure community today. Dr. Erica Jordan-Thomas IG | @e_jordanthomas LinkedIn | @erica-jordan-thomas-ed-l-d-86314764 Facebook | @EJTConsultingLLC Enjoyed this episode? Like, rate, and subscribe to Power Plays with Dr. EJT!
In this episode of Business by The Books, reformed corporate CFO and founder of Kickstart Accounting, Inc.'s Danielle Hayden gets honest about a tough but essential topic: Are you building a business that's truly healthy, or one that's just trying to pay as little as possible in taxes? Danielle breaks down the real costs of trying to make every expense a "business expense." From dinners and vacations to board meetings and the Augusta Rule, she shares the financial habits that could be holding you back from long-term success and how to fix them. Key Takeaways: Showing Zero Profit Isn't a Badge of Honor: Trying to pay nothing in taxes might save you in the short-term, but it can hurt you when you need a loan, want to sell your business, or attract investors. Every Meal Isn't a Business Meal: Unless the goal of your meeting is actually business-related, that dinner date with your spouse or lunch with your family where you mentioned work isn't a deductible expense. Your Family Isn't Your Board of Directors: Why real accountability partners and advisors are essential for growth, and why mixing family with "board meetings" on vacation doesn't count. Use the Augusta Rule Wisely: Just because you can use your home for meetings doesn't mean you should. Consider whether that setup establishes the professional environment you need for connection, collaboration, and innovation. Build a Business for Value, Not Just for Tax Savings: Your CPA works for you. You get to decide: Are you optimizing for paying less in taxes? Or are you creating a business that thrives, grows, and generates true wealth? Topics Discussed: (00:00) Intro: What Your CPA Wishes They Could Tell You (02:26) The Problem with Turning Every Expense into a "Business Expense" (03:29) Why Your Family Vacation Isn't and/or Shouldn't Be a Business Trip (06:35) The Augusta Rule and Creating Professional Business Environments (08:23) Choosing the Kind of CEO You Want to Be – Tax Savings or Long-Term Business Value (10:03) Outro: Like, Share and Subscribe! Resources: KSA Tax Partners | https://ksataxpartners.com/ Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
In this episode of Business by The Books, reformed corporate CFO and founder of Kickstart Accounting, Inc.'s Danielle Hayden gets honest about a tough but essential topic: Are you building a business that's truly healthy, or one that's just trying to pay as little as possible in taxes? Danielle breaks down the real costs of trying to make every expense a "business expense." From dinners and vacations to board meetings and the Augusta Rule, she shares the financial habits that could be holding you back from long-term success and how to fix them. Key Takeaways: Showing Zero Profit Isn't a Badge of Honor: Trying to pay nothing in taxes might save you in the short-term, but it can hurt you when you need a loan, want to sell your business, or attract investors. Every Meal Isn't a Business Meal: Unless the goal of your meeting is actually business-related, that dinner date with your spouse or lunch with your family where you mentioned work isn't a deductible expense. Your Family Isn't Your Board of Directors: Why real accountability partners and advisors are essential for growth, and why mixing family with "board meetings" on vacation doesn't count. Use the Augusta Rule Wisely: Just because you can use your home for meetings doesn't mean you should. Consider whether that setup establishes the professional environment you need for connection, collaboration, and innovation. Build a Business for Value, Not Just for Tax Savings: Your CPA works for you. You get to decide: Are you optimizing for paying less in taxes? Or are you creating a business that thrives, grows, and generates true wealth? Topics Discussed: (00:00) Intro: What Your CPA Wishes They Could Tell You (02:26) The Problem with Turning Every Expense into a "Business Expense" (03:29) Why Your Family Vacation Isn't and/or Shouldn't Be a Business Trip (06:35) The Augusta Rule and Creating Professional Business Environments (08:23) Choosing the Kind of CEO You Want to Be – Tax Savings or Long-Term Business Value (10:03) Outro: Like, Share and Subscribe! Resources: KSA Tax Partners | https://ksataxpartners.com/ Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/ Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.
LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ Why are millionaires paying ZERO taxes while you're wrecked by the IRS? In this jaw-dropping Dropping Bombs episode, Adam & Jackie Williams—the CPA-and-attorney duo behind Pennywise Tax Strategies (Inc. 5000)—drop the ultimate tax playbook so entrepreneurs keep their money legally. After saving over a quarter million in taxes in just one year in their own businesses, this power couple built a movement stopping "involuntary donations" to the IRS. This isn't your typical tax prep—they guarantee ROI or keep you out of jail, delivering the exact playbook millionaires use year-round. But here's the kicker—they drop the tactical arsenal most accountants won't touch: hidden tax code loopholes, the Augusta Rule, and the best tax strategies to maximize your deductions—all with audit-proof documentation. Plus, they explain why most accountants miss out on significant savings for their clients. The best part? You can start executing today, not next tax season. If you're tired of watching your hard-earned money disappear into tax bills, this episode is for you. Stop overpaying, and start building real wealth today.
As year-end approaches, the key to successful tax planning is understanding your financial landscape and taking advantage of the opportunities available. A guest joins this episode to review deferral amounts, utilizing the Augusta Rule, strategic timing of equipment purchases and more. Plus, they review the new tax law changes that impact tax planning into next year. LINKS Podcast Video cainwatters.com Submit a Question Facebook | YouTube | Instagram
In this episode, Dr. Peter Kim shares 10 smart tax moves physicians can make before December 31st to save thousands, legally and strategically. From prepaying business expenses and using the Augusta Rule to leveraging real estate and hiring your kids, you'll learn practical ways to keep more of what you earn and start planning like the wealthy do. Tune in! Eckard Enterprises brings this episode to you. Eckard Enterprises, LLC, is a family-owned and operated alternative investment and asset management firm, specializing in mineral rights and the U.S. energy industry. Eckard believes that owning tangible assets is one of the safest, long-term investment strategies available in today's investment climate. Learn more about Eckard Enterprises! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.
Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…ECKARD ENTERPRISES:Build wealth through alternative investments in U.S. oil & gas with Eckard's tangible, tax‑advantaged energy assets: https://eckardenterprises.com/rent-to-retirement/BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/ FIGURE:Access your home equity in minutes—no refinance needed! https://go.figure.com/renttoretirement
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…ECKARD ENTERPRISES:Build wealth through alternative investments in U.S. oil & gas with Eckard's tangible, tax‑advantaged energy assets: https://eckardenterprises.com/rent-to-retirement/BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/ FIGURE:Access your home equity in minutes—no refinance needed! https://go.figure.com/renttoretirement
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
What if you could slash your tax bill using the same strategies as the ultra-wealthy? In this episode of Millionaire Tax Secrets, Tiffany Phillips reveals three advanced tax strategies that can save you thousands while building long-term wealth. You'll learn how oil and gas investments create rare tax deductions that offset active income, how private family foundations give you control over your giving while creating massive tax savings, and how the Augusta Rule lets business owners generate tax-free income right from home. These aren't generic tax tips. They're the same tax strategies wealth managers use to protect millions—and they're completely legal. If you're ready to stop overpaying and start using smart strategies to minimize taxes and maximize income, this episode is for you. Don't wait—listen now and discover the tax secrets the wealthy don't share. Next Steps:
Tune into the Prosperity Podcast as tax expert Kim shares insights on the Augusta Rule, a way to legally use your home for business events tax-free. Discover strategies for boosting family wealth, including hiring your kids for tax benefits. Don't miss actionable tips for prosperity! Prosperity Thinkers is proud to be an affiliate of the transformative Gravy Stack movement, helping individuals around the world unlock their potential and achieve financial freedom. By providing resources, tools, and mentorship, we contribute to creating a culture of abundance, possibility, and growth. Please note, that as an affiliate, we may receive compensation for our efforts. Our collaboration, however, goes beyond financial arrangements; we truly believe in the power of the Gravy Stack movement to change lives and foster prosperity. Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers' thinking and strategies today! Do you have a question you would like answered on the show? Please send it to us at hello@prosperitythinkers.com and we may answer it in an upcoming episode. Links and Resources from this Episode For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/ http://prosperityparents.com/ https://prosperitythinkers.com/action/ https://www.youtube.com/@KimDHButler https://www.youtube.com/watch?si=QuCrOPoZDeW6kS9h&v=7D_AGAb_A-4&feature=youtu.be Show Notes Emphasis on Reading the Tax Code Impact of Understanding Tax Rules Key Elements of the Augusta Rule Importance of Documentation for Tax Benefits Corporate Compliance with the Augusta Rule Strategy of Hiring Children as Models Perpetual Wealth and Children's Life Insurance Communicating Legacy and Values Writing a Prosperity Letter Special Listener Gift Free eBook: Activating Your Prosperity Guide. Kim Butler's groundbreaking eBook/ audiobook explains why typical financial advice may be sabotaging your wealth... and what to do instead! Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe on your favorite podcast player to get the latest episodes. iTunes RSS
On today's episode, Dr. Mark Costes is joined by CPA Brent Saunier of Pro-Fi 20/20 and Phase One Dental CPAs to break down the Big Beautiful Bill and its major tax advantages for dentists and business owners. Brent explains how 100% bonus depreciation and updated Section 179 limits can create six-figure savings, why the PTE tax election is a game-changer, and what to know about the new SALT cap and permanent 37% top rate. They also dig into tax planning fundamentals, like cost segregation, the Augusta Rule, employing your kids, oil & gas strategies, and how to avoid major headaches with solid bookkeeping. Brent wraps up by introducing Phase One—a new, lower-cost accounting solution for startups and growing practices. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.profi2020.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Send us a textWhat happens when you take a real small business owner, put them in the hot seat, and break down their tax strategy live? That's what we're doing in this episode.Eric runs a successful appraisal business, pays himself through an S-Corp, and last year wrote a $50,000 check to the IRS. Did he really have to? Mike digs into Eric's setup and reveals how simple shifts could slash his tax bill. From adjusting his salary to using the Augusta Rule, hiring kids, and planning for real estate, you'll see how the right strategy can cut thousands off your tax bill.
Tune into the Prosperity Podcast as tax expert Kim shares insights on the Augusta Rule, a way to legally use your home for business events tax-free. Discover strategies for boosting family wealth, including hiring your kids for tax benefits. Don't miss actionable tips for prosperity! Prosperity Thinkers is proud to be an affiliate of the transformative Gravy Stack movement, helping individuals around the world unlock their potential and achieve financial freedom. By providing resources, tools, and mentorship, we contribute to creating a culture of abundance, possibility, and growth. Please note, that as an affiliate, we may receive compensation for our efforts. Our collaboration, however, goes beyond financial arrangements; we truly believe in the power of the Gravy Stack movement to change lives and foster prosperity. Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers' thinking and strategies today! Do you have a question you would like answered on the show? Please send it to us at hello@prosperitythinkers.com and we may answer it in an upcoming episode. Links and Resources from this Episode For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/ http://prosperityparents.com/ https://prosperitythinkers.com/action/ https://www.youtube.com/@KimDHButler https://www.youtube.com/watch?si=QuCrOPoZDeW6kS9h&v=7D_AGAb_A-4&feature=youtu.be Show Notes Emphasis on Reading the Tax Code Impact of Understanding Tax Rules Key Elements of the Augusta Rule Importance of Documentation for Tax Benefits Corporate Compliance with the Augusta Rule Strategy of Hiring Children as Models Perpetual Wealth and Children's Life Insurance Communicating Legacy and Values Writing a Prosperity Letter Special Listener Gift Free eBook: Activating Your Prosperity Guide. Kim Butler's groundbreaking eBook/ audiobook explains why typical financial advice may be sabotaging your wealth... and what to do instead! Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe on your favorite podcast player to get the latest episodes. iTunes RSS
How to avoid paying taxes legally becomes achievable when law firm owners implement strategic planning with the right CPA partnership. Emil Abedian, founder of Counsel CPAs and specialized accounting expert for attorneys, reveals the costly mistakes that leave lawyers overpaying hundreds of thousands annually. Most law firms miss critical tax deductions because they work with accountants who only prepare returns once yearly instead of providing year-round advisory services. Emil shares the shocking case of a $3 million law firm that lost $413,000 in overpaid taxes over four years by failing to implement pass-through entity tax elections. Law firm owners gain practical frameworks for cost segregation studies on real estate investments, short-term rental deductions that convert passive losses to active income, and the Augusta Rule strategy for tax-free rental income up to 14 days annually. This episode covers essential tax strategies specifically for attorneys: self-rental deductions for law firm buildings, bonus depreciation opportunities under new legislation, family payroll planning for children, and multi-state income allocation complexities. Emil explains how proper entity selection between S-Corp, LLC, and partnership structures dramatically impacts tax liability for legal practices. Perfect for law firm owners, solo practitioners, and attorneys building scalable businesses who want to keep more of what they earn. Emil demonstrates why working with specialized CPAs for law firms creates strategic partnerships that go beyond basic bookkeeping and payroll services. His book "Counsel to Counsel" provides additional frameworks for converting legal practices into profitable businesses. Listen now to stop leaving tax savings on the table and implement the same strategies successful law firm owners use to legally minimize their tax burden while building wealth through strategic planning.
Ever wondered how wealthy investors legally pay little—or even zero—taxes? In this episode of The Jack Bosch Show, Jack sits down with tax strategist Carlotta Thompson, creator of the Pathway to Zero. Carlotta shares insider strategies from her time at the IRS and explains why documentation is everything. From the Augusta Rule and hiring your kids, to Opportunity Zones, empowerment zones, and even private foundations, you'll learn real, actionable ways to protect your wealth and cut your tax bill. Register for Carlotta's free Live training "Pathway to Zero" here
Tax Advantages: Real Estate vs NotesCPA and investor Matthew breaks down the smartest strategies in today's evolving note market. From high-yield interest rate arbitrage to legally-structured wrap notes, Matthew shares insider methods to defer taxes, avoid legal disaster, and multiply your cash flow with compounding reinvestments. He also highlights major risks with non-disclosure, judicial states, and usury law violations — while pointing to opportunities in crypto, AI, and alternative assets. Whether you're a note broker, note investor, or just entering seller financing, this is a masterclass you can't afford to miss.To obtain this week's Real Estate Notes Show guest Mathew Owens's information, use this link https://bit.ly/4oRl7Er**Never Miss a Live Show**, Add our Calendar to yours! Google - https://bit.ly/3Djr8GL Apple/Outlook - https://bit.ly/3Dhj9tyWe Buy Notes go to our site for more information! FAQs and Submit Your NoteWatch this video on Youtube: Watch VideoOur new Website Updated Tools, Resources, Bid Calculator, Education and over 100 assets for sale: https://www.jkpholdings.com/note-investor-educationYoutube Channel: https://www.youtube.com/c/JKPholdingsllc?sub_confirmation=1Upcoming Live Webinars: https://www.jkpholdings.com/webinarsDME (Diversfied Mortgage Expo) Note Conference Video Recordings - PurchaseSOCIAL MEDIAFB Group: https://www.facebook.com/groups/EastCoastDistressedNoteInvesting/Facebook: https://www.facebook.com/JKPHoldings/Linkedin: https://www.linkedin.com/company/jkp-holdings-llc#noteinvesting #mortgagenotes #investor #mortgagenote #realestate #realestateinvestor[00:00:00] Show Intro and Guest Update[00:04:12] Youth Entrepreneurship and Business Camp[00:07:23] Note Market Shift and Supply Surge[00:10:04] Why Experienced Investors Turn to Notes[00:13:06] Interest Rate Arbitrage Demystified[00:16:30] Using Notes to Defer Taxes[00:19:42] Smart Depreciation and Cost Segregation[00:23:33] The Augusta Rule and Tax Tricks[00:27:15] When to Sell vs. Create a Note[00:30:02] Risks in Seller Financing Structures[00:33:45] Real Estate vs. Notes: Headaches Compared[00:37:18] Wrap Notes and Regulatory Crackdowns[00:40:57] Hidden Dangers in Non-Disclosure[00:44:01] Why Legal Paperwork Can Save You[00:47:03] Reinvesting Note Payments for Compounding[00:49:15] AI, Job Loss, and Real Estate Impact[00:51:31] Crypto, CBDCs, and Market Disruption[00:54:31] Episode Wrap-Up and Takeaways
Law firm owners are leaving money on the table, and tax strategist Karen Quintanilla explains why. In this episode, Karen joins Kevin Daisey to share powerful tax planning strategies for law firms, including the Augusta Rule (280A), cost segregation, bonus depreciation, and creative ways to leverage accountable plans and family involvement. She also reveals her firm's bold guarantee to uncover $50K in tax savings within seven days, or pay you $1,000. Whether you're a personal injury firm handling large settlements or a growing boutique practice, these strategies can transform your cash flow and profitability. Today's episode is sponsored by The Managing Partners Mastermind. Click here to schedule an interview to see if we're a fit. Chapters (00:00:00) - Law Firm Network: Managing Partners(00:00:32) - Law Firm Owners on Tax Talk(00:04:42) - How to Make Cash Flow Predictable at Your Firm(00:10:11) - Exit Plan for Law Firm Owners(00:11:26) - Augusta Rule for Law Firm Owners(00:17:11) - Tax Planning: The Key to Success(00:18:37) - How to Manage a Firm's Tax Returns(00:23:14) - How to Connect with Your CPA Firm(00:26:27) - CPA Network: Tax Planning and Compliance(00:31:15) - Taxes on Bonus Depreciation(00:33:00) - Karen Kings: Starting a Law Firm(00:37:38) - Kevin and Karen on The Dress
In this episode, Bryce sits down with financial strategist and credit expert Rondi Lambeth for a raw conversation on beating the system that bleeds Americans dry: taxes. From growing up in poverty to becoming a firefighter, entrepreneur, and founder of Fortress Credit Pro, Rondi’s story is as powerful as the strategies he shares. Rondi explains why 93% of business owners overpay the IRS, how to legally protect assets from frivolous lawsuits, and why the smartest move might be to own nothing and control everything. He breaks down little-known strategies—like the Augusta Rule—that allow everyday people to legally pull out tax-free income, and reveals why your CPA may not be the person to ask for real tax advice. If you’ve ever wondered how the wealthy legally minimize their tax burden and protect their wealth, this episode will change the way you think about money, business, and freedom. Ready to JOIN THE FIGHT? Join Bryce’s email list for opportunities to join the discussion, get exclusive interviews, and MUCH MORE: Bryceeddy.com For daily episodes, news, and conservative discussions like this, SUBSCRIBE to The Bryce Eddy Show:https://podcasts.apple.com/us/podcast/the-bryce-eddy-show/id1635204267 Instagram:https://www.instagram.com/thebryceeddyshow/ X:https://x.com/Bryceeddy1See omnystudio.com/listener for privacy information.
What if I told you there's a way to pull $10,000–$50,000 of tax-free money out of your business every year—without working harder, changing your business model, or hiring a single new person?Sounds crazy, right? But it's been hiding in plain sight inside the IRS code for over 50 years.In this week's episode of Capability Amplifier, I sit down with my friend Nathaniel Ely (co-founder of TheAugustaRule.com) to break down how the Augusta Rule works, why most business owners are leaving serious money on the table, and how to make sure you don't miss out.I'll also share how I personally got a $40,000 tax-free check this year—and why I kicked myself when I realized I had missed out on hundreds of thousands of dollars in past years.KEY INSIGHTS & TAKEAWAYS:The Augusta Rule, Explained Simply A 14-day tax loophole that allows business owners to rent their residence(s) to their business, tax-free.Why Most CPAs Get It Wrong 80–90% of deductions fail because of sloppy documentation. If it's not written down, it doesn't exist.Multiple Homes = Multiple Opportunities Your vacation home, second home, or even your RV may qualify. The IRS defines “residence” more broadly than you think.Real Case Studies From a modest ranch in Ohio ($6,700 in savings) to multi-home entrepreneurs pulling in over $100K tax-free every year.The 10 Conditions for Compliance We cover the step-by-step checklist to keep everything bulletproof—and why this strategy only works if you follow the rules.Done-For-You Solutions Nathaniel's team built software + services to make compliance effortless. They're on a mission to put $1B back into entrepreneurs' pockets by 2030.TIME STAMPS:[00:00:00] What Is the Augusta Rule?Nathaniel explains how business owners can rent their home to their own company—14 days tax-free.[00:01:56] My $40K Check (and $360K Mistake)Mike shares his personal experience of saving—and losing—hundreds of thousands by not applying the rule earlier.[00:04:14] Why It's Called the Augusta RuleThe Masters golf tournament origins and how wealthy homeowners lobbied Congress to add this provision to the code.[00:06:42] From Tax Bills to Tax BreakthroughsNathaniel's personal journey of learning, failing, and finally systemizing the Augusta Rule.[00:12:40] Case Study: The “Normie Home” in OhioHow an average homeowner saves ~$6,700 annually with zero behavior change.[00:16:21] Multiple Homes, Big ReturnsHow vacation homes, rentals, and even RVs qualify under the IRS definition of “residence.”[00:18:37] Case Study: $126K in Tax-Free RentThree beach houses in Mexico equal $46K in real tax savings.[00:20:00] Case Study: $224K Rent = $118K Cash BackA California entrepreneur uses three properties to generate six-figure tax-free income.[00:22:46] The 10 Conditions for ComplianceFrom rental agreements to meeting length, the checklist that makes it all audit-proof.[00:32:11] How Easy Is It Really?Why Nathaniel's platform + EA support can make this a 5-minute-per-meeting task.[00:38:28] Free Tools & ResourcesThe Augusta Rule calculator, deduction guide, and masterclass—all available at TheAugustaRule.com/save.If you hate writing checks to the IRS, this is one of the biggest “money on the sidewalk” opportunities I've ever covered on this show. If you want to see how much money you're leaving on the table, head over to TheAugustaRule.com/save – you'll get the free calculator, deduction guide, and tools to estimate your tax-free savings – and you can even book a free consultation with an Augusta Rule specialist.
In this episode, host Brian interviews Dr. Sherry Peel Jackson—a former IRS agent, CPA, Certified Fraud Examiner, and real estate investor—who reveals how real estate investors can legally reduce taxes, grow income, and protect wealth. Dr. Jackson shares her unique insider perspective on IRS audits, the importance of documentation, and common mistakes investors make. Learn about powerful strategies like the Augusta Rule, maximizing deductions, structuring development expenses, and why working with a professional is crucial. Plus, Dr. Jackson discusses her real estate projects in Costa Rica and offers actionable tips for starting and scaling home-based businesses. Don't miss these expert insights that could save you thousands on your next tax return! Guest Contact: https://sherrypeeljackson.com Email: connect@sherrypeeljackson.com ---------- Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com
R. Kenner French, author of ModernMillions.ai and founder of VastSolutionsGroup.com, opens his talk with a promise: the next 30 minutes will teach entrepreneurs how to make, save, and protect millions using artificial intelligence. Having researched AI since 2010, implemented it by 2014, and developed his own FinTech model in 2018, French emphasizes that his strategies are built on years of experience, not recent hype. His firm's AI systems are specifically designed to reduce taxes, grow net worth, and protect assets for business owners. Kenner outlines common reasons entrepreneurs struggle with wealth creation, including outdated financial strategies, lack of asset protection, poor planning, and ignoring the potential of AI. He stresses that AI can modernize tax planning, financial planning, estate planning, and asset protection. Ignoring AI, he argues, is a major mistake in today's business environment, especially when most entrepreneurs unknowingly overpay tens or even hundreds of thousands in taxes each year.His wealth-building framework follows five steps: Discover, Design, Document, Deploy, and Diagnose. “Discover” means defining personal wealth goals and assessing one's current position; “Design” involves creating an AI-backed financial strategy; “Document” focuses on legally protecting plans through trusts, LLCs, and directives; “Deploy” means putting the plan into action; and “Diagnose” involves regularly reviewing and adjusting the plan to stay on course. Kenner stresses that continuous monitoring is critical to long-term success. He shares underused tax strategies, such as the Augusta Rule (renting your home tax-free for 14 days) and leveraging R&D tax credits. He warns against common entity structuring errors and highlights how AI can identify deductions and credits that might otherwise be overlooked. Collaborating with experts like estate planning attorney Bob Bluhm, VastSolutionsGroup.com integrates tax mitigation, finance, and asset protection under one umbrella. Their AI models, such as “Einstein,” help business owners find savings and improve compliance. In closing, Kenner positions AI not as a threat, but as a tool for smarter business and personal finance. From predictive tax reduction and retirement simulations to safeguarding digital assets and improving estate planning, AI offers entrepreneurs a competitive advantage. He encourages attendees to explore his new book, ModernMillions.ai, as a comprehensive playbook for AI-driven wealth building. Kenner's core message is clear: AI is here to stay, and those who harness it can secure greater financial growth, protection, and legacy.Takeaways• Artificial intelligence can significantly impact wealth building.• The Modern Millions method provides a roadmap for financial success.• Outdated strategies hinder wealth accumulation.• Defining personal wealth is crucial for financial planning.• AI can automate and enhance tax strategies.• Legal documentation is essential for protecting financial strategies.• Regularly diagnosing financial plans is necessary for success.• Many entrepreneurs miss tax reduction opportunities.• AI tools can simplify compliance and asset protection.• The future of finance will heavily involve artificial intelligence.Sound Bites• The next 30 minutes is gonna make you money.• You gotta protect your strategy legally.• Artificial intelligence is here to stay.Listen & Subscribe for More:
Choosing the Right Business Entity - "So you always have to work with your CPA to make sure that you have the right entity type so you can take advantage of the tax code with those different things." - Glenn HarperGlenn and Julie talk about the practical side of tax savings. Whether you're a business owner or an individual with a “real job.” Drawing from the latest tax law updates, they break down essential tax hacks: from maximizing your 401 (k) contributions and health savings accounts to making the most of charitable giving. Business owners, in particular, will hear about unique deductions, the importance of choosing the right business entity, how to leverage income-shifting strategies like hiring your kids, and the ins and outs of the Augusta Rule for home offices. If you're looking to keep more of your hard-earned money in your pocket this tax season, you'll want to catch all the actionable tips in this conversation. This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Here are 3 key takeaways I found super valuable:Maximize Pre-tax BenefitsIf your employer offers a 401 (k) (especially with matching!) or a health savings account, contribute as much as you can reasonably afford. These strategies let you defer or deduct income, putting more money back in your pocket.Business Deduction Tests MatterFor business owners, remember that the best deductions are “ordinary, necessary, and reasonable” for your business. Run every potential expense—from pianos to helicopters—through these filters (with your CPA!) to avoid unwanted IRS attention.Income Shifting & Family OpportunitiesThinking strategically and shifting income to lower tax brackets—including paying your kids or spouse for legitimate work—can provide significant tax savings. Plus, don't forget the power of the Augusta Rule and proper entity selection to maximize deductions.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the...
As a physician, entrepreneur, or high-income professional, taxes are often your biggest expense. But you can reduce that burden significantly. I sit down with Thomas Castelli, a tax strategist and real estate expert, to explore how you can offset your taxes with smart strategies. Thomas dives deep into how real estate can help lower your effective tax rate with strategies like bonus depreciation and the Augusta Rule. He sheds light on common tax mistakes that can cost you thousands—and how to avoid them. We also break down the role of a tax strategist versus a typical CPA, highlighting the importance of proactive tax planning. If you're ready to take your tax planning to the next level, Thomas has an exclusive offer for you. Get a free 30-minute discovery call and $500 off your engagement with Hall CPA. Don't miss out—optimize your tax strategy today! “If you're a high-income earner, you could be paying between 40 to 50% in taxes, but with real estate, the rental income is often sheltered from tax, thanks to depreciation.” ~ Thomas Castelli In This Episode:- Meet tax strategist, Thomas Castelli- Top 3 tax mistakes and how to avoid them- Understanding tax strategists and their roles- Real estate professional status and bonus depreciation- Short-term rentals: benefits and cautionary tales- Little-known tax hacks and partial asset disposition- Exploring the Big Beautiful Bill and its implications on real estate- Final thoughts and how to claim Hall CPA's special offerConnect with Thomas Castelli: Website: https://thomascastelli.com/ LinkedIn: https://www.linkedin.com/in/thomascastelli Instagram: https://www.instagram.com/thomascastellicpaFacebook: https://www.facebook.com/castellithomas YouTube: https://www.youtube.com/channel/UC7r_GidIaOKmpAWdvraMOeg Resources: ➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/ ➡️ Check out my programs - https://vikramraya.com/coaching/ ➡️ Apply to become a Limitless MD - www.I8mastermind.comClaim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website: https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook: https://www.facebook.com/VikramrayamdLinkedIn:
Empowering Women in Wealth: Actionable Financial Strategies from Michelle TaylorIn this episode of The Thoughtful Entrepreneur, host Josh Elledge speaks with Michelle Taylor, Founder of Women in Wealth. Michelle shares practical, actionable strategies that help women business owners take control of their finances, maximize tax efficiency, and build long-term wealth. Her insights, grounded in real-world experience, highlight the importance of education, community, and redefining wealth on your own terms.Financial Clarity and Confidence for Women EntrepreneursMichelle Taylor opens the conversation by reflecting on her travels through Spain—an experience that underscored how true wealth isn't just about numbers, but how we experience life. She describes immersing herself in authentic local culture and using that perspective to reframe how we define financial success. For Michelle, travel highlights the importance of aligning spending with personal values, a theme central to her approach in working with women entrepreneurs.This insight carries over into the mission of Women in Wealth, the financial advisory firm Michelle founded to empower women to take control of their finances with confidence. With a client base made up of 95% entrepreneurs, Michelle understands the nuanced challenges women face in balancing personal and business wealth. She emphasizes that business owners should view their enterprises not as separate from wealth-building—but as the foundation of it.Throughout the episode, Michelle breaks down complex financial concepts into actionable strategies, including how to structure investments, optimize tax savings, and use family involvement for long-term planning. She reinforces the importance of education and community in closing the financial confidence gap for women. By fostering a safe space where women can ask questions, share experiences, and connect with vetted professionals, Michelle provides a unique, holistic approach to personal and business finance.About Michelle Taylor:Michelle Taylor is the Founder of Women in Wealth, where she helps women business owners gain financial clarity, optimize their wealth strategies, and build a supportive community. She blends expert guidance with a human-first approach, helping clients align their financial decisions with their personal values and business goals.About Women in Wealth:Women in Wealth is a financial advisory and education firm dedicated to empowering women entrepreneurs. Through workshops, strategic planning, and a network of vetted professionals, Women in Wealth equips clients with the tools and confidence to take charge of their financial future.Links Mentioned in this Episode:Michelle Taylor on LinkedInWomen in Wealth WebsiteTalk Wealthy to Me PodcastEpisode Highlights:Travel as a metaphor for aligning spending with valuesThe mission behind Women in Wealth and its focus on women entrepreneursTax-smart strategies like the Augusta Rule and paying your childrenRedefining wealth through personal values and small luxuriesThe importance of financial community and continued educationConclusionJosh and Michelle's conversation is a valuable roadmap for women entrepreneurs seeking to grow, protect, and...
We're breaking down how the wealthy legally pay less in taxes than most people, and how you can too. In this episode, we walk through strategies like cost segregation, advanced depreciation, the Augusta Rule, tax-efficient donations, and converting W2 income into 1099 to unlock serious deductions.These are the moves we've seen smart investors use to build real wealth and keep more of what they earn. All of these ideas can help reduce tax burden, increase cash flow, and give you more control over your financial future.
If you'd like a free copy of the book, just email us at team@thewealthelevator.com and tell us how you found us.In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss extensions of the Tax Cuts and Jobs Act, increases in qualified business income deductions, and more. In the second half, we bring on guest Patrick Lonergan to discuss specific strategies for business owners and how to optimize personal taxes linked with business operations.00:00 Introduction to Today's Podcast00:18 Overview of Potential Tax Changes00:41 Extension of Tax Cuts and Jobs Act01:26 Bonus Depreciation and Section 17903:13 Qualified Opportunity Zone Program03:57 State and Local Tax Cap Increase04:33 Lifetime Estate and Gift Tax Exemption06:19 Additional Tax Changes and Implications08:03 Infomercial: Family Office Ohana Mastermind08:35 FOOM and Real Estate Professional Status11:33 Tax Strategies for Business Owners14:00 Home Office Deduction17:09 The Augusta Rule21:28 Family on Payroll24:37 Qualified Business Income Deduction29:18 Level Two Tax Strategies37:27 Setting Up Retirement Plans for Solopreneurs38:46 Navigating IRS Audits and Employee Classifications39:17 Overview of Level Two Tax Strategies39:37 Understanding ROBS and Roth Conversions41:08 Introduction to Level Three Tax Planning41:22 Captive Insurance: Benefits and Risks46:38 Investing Through Captive Insurance55:31 Level Four: Tax Fraud and Evasion57:30 Common Pitfalls and CPA Involvement01:05:39 Final Thoughts and Contact Information Hosted on Acast. See acast.com/privacy for more information.
In this episode of the Tax Smart REI Podcast, Thomas, Justin, and Ryan break down the most common (and costly) mistakes we see from other CPAs and the massive tax savings real estate investors are missing because of them. Tune in to learn: - Why electing out of bonus depreciation without knowing it can cost you tens of thousands - How improperly classifying repairs vs. improvements could trigger an audit or shrink your deductions - The overlooked grouping strategy that saved one client $150K+ in a single year - What really happens when CPAs misuse the Augusta Rule (and how to do it right) - How a "medical tax specialist" cost a client over $100K in phantom tax savings—and exposed them to penalties If you're working with a CPA who doesn't specialize in real estate, this episode might just save you from years of missed opportunities or worse, an audit. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Wealth & Wisdom Event: https://www.dklawmd.com/events-calendar/wealth-and-wisdom-2025 Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
Target Market Insights: Multifamily Real Estate Marketing Tips
Sherry Peel Jackson is a retired IRS agent, CPA, and Certified Fraud Examiner who now dedicates her work to helping everyday people understand how to reduce their taxes, protect their income, and build wealth. With over 35 years of experience and a mission to educate the middle class, Sherry teaches strategies used by the wealthy to keep more of what they earn—including how to legally avoid taxes, structure businesses wisely, and protect assets. Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Sherry exposes the disparity in how the IRS treats mom-and-pop businesses versus large corporations. Starting a home-based business opens up powerful tax deductions not available to W-2 employees. Keeping thorough records, especially receipts, is essential for audit protection—credit card statements alone won't cut it. The KPG system (Keep, Protect, Grow) is Sherry's core framework for achieving financial independence. Protecting assets through proper legal structuring, including out-of-state LLCs and foundations, shields wealth from lawsuits and unnecessary taxes. Topics From IRS Agent to Advocate Worked for the IRS from 1988–1995 before launching her own CPA firm. Witnessed firsthand how small businesses were targeted while corporations often negotiated huge tax reductions. Left the IRS to empower middle-class earners with insider knowledge the wealthy use every day. Home-Based Businesses and Tax Deductions Employees are severely limited in tax deductions—no mileage, phone, or home internet write-offs. By launching a simple home-based business, individuals gain access to numerous write-offs. Sherry encourages clients to start a business they enjoy to unlock these tax benefits without burnout. Recordkeeping and Audit Preparedness Debit and credit card statements are NOT valid proof during audits—receipts are required. Recommends either scanning receipts into apps or making photocopies to preserve them. Supports clients during IRS audits and often helps them overturn excessive assessments. The KPG System: Keep, Protect, Grow Keep: Slash unnecessary expenses, eliminate debt, and live frugally while building income. Protect: Use legal structures (e.g., LLCs in Wyoming, NM) to shield assets and ensure anonymity. Grow: Reinvest profits into physical gold/silver and real estate—not depreciating assets like TVs or cars. Advanced Wealth Strategies Uses infinite banking policies to store wealth and acquire real estate tax-efficiently. Leverages the Augusta Rule—renting her home to her business for up to 14 days tax-free. Teaches the use of trusts and foundations to legally reduce taxes and protect generational wealth.
Send us a textReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com Bonus depreciation offers enticing tax benefits but comes with significant hidden risks for business owners and investors who don't plan beyond the initial tax savings. We examine the dangers of relying too heavily on bonus depreciation strategies and provide alternative approaches that don't create future tax problems.• Bonus depreciation allows writing off a percentage of qualifying assets immediately rather than over their useful life• The Tax Cuts and Jobs Act provided 100% bonus depreciation from 2017-2022, now phasing down to 40% in 2025• Financing assets for tax write-offs still requires paying the full purchase price over time• After claiming depreciation, loan payments become essentially non-deductible, creating "paper income"• Selling assets before their useful life creates depreciation recapture taxed at ordinary income rates• More balanced tax strategies include income shifting, entity structuring, and hiring family members• The Augusta Rule and employing children can provide up to $100,000 in deductions without creating future liabilities• Prioritize assets that generate sufficient returns to justify their purchase beyond just tax benefits• Smart tax planning considers both immediate savings and long-term financial implicationsTo learn how these concepts apply to your specific situation, visit prosperlcpa.com/apply and schedule a consultation.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Is your CPA really helping you save money — or just filing your taxes? In this episode, we break down five smart questions every business owner should ask to find out if their CPA is doing enough. You'll learn about key tax strategies like the Augusta Rule and family payroll, why meeting with your CPA year-round matters, and how to tell if it's time to coach or switch advisors. We also share real-life examples of entrepreneurs who saved thousands by making simple changes. Whether you run a small business, are growing fast, or just want to keep more of what you earn, this episode will help you think like a CFO — not just a taxpayer. Tune in now to make sure your CPA is helping you win in 2025 and beyond! Next Steps:
Send us a textWhat are you thinking about as far as tax planning as we reach the mid-point of 2025? While we eagerly await finalized legislation, we're focusing on foundational tax reduction methods that require little cash outflow while delivering substantial benefits. Some topics discussed with our clients and in this episode include...• Augusta Rule allows business owners to rent their home to their business for up to 14 days tax-free, potentially creating $42,000 in deductions• Hiring family members can generate significant business deductions while keeping money within the family• Solar panel investments offer both immediate tax credits and potential positive cash flow through energy savings• Medical expenses can be converted to valuable business deductions through proper fringe benefit structuring• Advanced charitable strategies can eliminate up to 60% of taxable income at a fraction of the cost• Building systems around these strategies creates compounding tax benefits regardless of future tax law changesIf you want to learn more about these strategies, go to prosperalcpa.com/apply for a personalized review of your situation, or visit taxplanningchecklist.com for our mini course.
Brian Skrobonja breaks down 11 small business tax tips that could help you keep more of what you earn. He explains how the wealthy leverage these strategies, ways to apply them to your own business, and how being proactive now can save you thousands down the road. Tune in to discover practical steps you can take today to reduce your tax burden, boost your bottom line, and build long-term financial security. Brian starts by revealing how the tax code can be used as a tool to build wealth. According to Brian, the difference between the wealthy and the average American is that the wealthy are more informed about tax-saving strategies. Unfortunately, many business owners treat taxes like a once-a-year nuisance. They write a check and move on. For Brian, taxes are a bigger expense than rent and payroll--and being informed can mean hundreds of thousands of dollars in your pocket over time. #1 The R&D Tax Credit. Brian explains how this overlooked credit isn't just for tech businesses in Silicon Valley — if you're improving a product, process, or even internal software, you might qualify. #2 The Augusta Rule. Brian reveals how you can rent your own home to your business for up to 14 days a year and not pay a dime in taxes on that income. #3 De Minimis Safe Harbor. Brian shares how to write off things like laptops, chairs, and tools right now instead of dragging those deductions out for years. #4 Qualified Business Income Deduction (QBI). Brian highlights how small business owners operating through a pass-through entity like an S-Corp or LLC can deduct up to 20% of their qualified business income. #5 Bonus Depreciation. Brian explains how business owners can immediately deduct a significant percentage of the cost of qualifying property like machinery, vehicles, furniture, and computer equipment, in the year it's placed into service, rather than spreading the deduction over years through traditional depreciation. #6 Intangible Drilling Costs (IDCs). Business owners in oil and gas can deduct up to 100% of certain drilling expenses upfront, regardless of whether the well is productive. #7 Cost Segregation for Real Estate. Brian breaks down how, for commercial property owners, this strategy is a highly effective tool to accelerate depreciation and create early tax savings. Instead of depreciating an entire building over the standard 39-year life for commercial real estate, a cost segregation study identifies and reclassifies specific building components, such as HVAC systems, that could be depreciated over a five to 15-year period. #8 Market Value Adjustments for Roth Conversion. Brian explains how doing a Roth conversion when asset values are low can lock in long-term tax-free growth, especially if it's inside a traditional IRA. #9 Build Banking. Brian shares ways to use specially designed whole life policies to create your own private banking system so you can grow wealth tax-deferred and access it tax-free. #10 1031 Like-Kind Exchange. Brian shows how real estate investors can defer capital gains by rolling proceeds into another similar investment without paying taxes. #11 Opportunity Zones. Reinvesting gains into a qualified opportunity fund can help you defer, and possibly erase, capital gains taxes altogether. Brian believes business owners should act fast to take advantage of the tax code. The tax code doesn't reward procrastination. Every day you wait is money left on the table. Before implementing any of these strategies, always consult your CPA to make sure the structure is appropriate for your business situation. Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube Common Sense Financial Podcast on Spotify Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. ---- BUILD Banking™ is a DBA of Skrobonja Insurance Services, LLC. Benefits and guarantees are based on the claims paying ability of the insurance company. Not FDIC insured. Results may vary. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. ---- This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC are not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firms are not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC.
Send us a textThe Augusta Rule offers a legal way to transfer money from your business to yourself tax-free by renting your home to your business for up to 14 days per year. This often-overlooked tax strategy allows business owners to deduct the rental expense from their business while receiving tax-free personal income.• Rent your personal residence to your business for up to 14 days annually without paying personal tax on that income• Your business can deduct the rental payment as a legitimate business expense• Determine fair market rent by researching comparable event spaces in your area• Create and maintain a formal rental agreement between yourself and your business• Document each use with invoices and calendar entries• Pay yourself from your business account using traceable methods (transfers, checks, digital payments)• Monthly strategy sessions are ideal for implementing this strategy while staying under the 14-day limit• Take photos and keep notes from meetings as supporting documentation• Rental payments of approximately $1,000 per day are typical, depending on your locationSend this episode to a friend and let them know about What Your CPA Wants You to Know Podcast!Create a STAN Store - Click here to try it out!Here's where you can find us! Follow along on Instagram for lots of free content for business owners daily!Shop our business guides!Our Instagram PageOur family page
Send us a textPS. Whenever you're ready, here are some ways we can help with reducing your taxes... Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscriptionLet's look at how wealthy individuals create tax-free lifestyles through legal strategies that anyone can implement. From borrowing against assets to writing off hobbies as businesses, these approaches can dramatically reduce your tax burden while increasing cash flow.• Borrowing against real estate, stocks, or life insurance policies creates tax-free cash flow• Depreciation strategies can offset other income and potentially eliminate tax liabilities• Converting hobbies into legitimate businesses creates write-offs for activities you already enjoy• Business travel can become partially tax-deductible when properly structured• Credit card points and rewards are completely tax-free forms of value• Hiring family members, particularly children, creates tax advantages for both parties• The Augusta Rule allows tax-free income when renting your home for 14 days or less annually• Proper write-off strategies can save entrepreneurs hundreds of thousands in taxesIf you found any of this helpful and would like to know how to actually implement some of these ideas, or if you've done all these ideas but you're still paying a lot in taxes and want to know what else is out there, go to prosperalcpa.com/apply to see more about how we can help out.
Imagine having an invisible team of experts, researchers, marketers, and creatives working 24/7 to build your business… Without adding a single employee.That's exactly what we just did with my new friend and client, Nathaniel Ely, during a Superpower Accelerator three-day intensive.Nathaniel flew in to work with me personally, and in three days, we created everything he needed to launch a $1 Billion business opportunity around the Augusta Rule – a little-known tax strategy that can put tens or hundreds of thousands of dollars back in the pockets of business owners every year.Using Ai as a true team member, we built an entire brand from scratch:A full 50+ slide masterclassA pitch deck and marketing funnelThree book draftsVideo sales lettersChannel marketing campaignsSizzle reelsAutomated sales workflowsAnd dozens of other revenue-driving assetsThe best part? We didn't just "talk" about ideas – we built them in real-time, workshop-style, using agentic Ai tools that did the work of a 5-person team.If you want to see how Ai can build your brand, amplify your revenue, and compress six months of work into three days, you're going to love this episode.KEY INSIGHTS & TAKEAWAYS:
If you think passive income means sitting back and letting the money roll in, think again! In this episode, we uncover the truth behind passive income and why it's not as simple as it seems. Join Erik Van Horn as he talks to financial expert Russ Morgan about the realities of passive income. They delve into why most people's expectations about passive income are misguided and discuss strategies to create genuine wealth without relying solely on traditional investment methods. Russ explains how to use tools like the Augusta Rule and shares insights from his experience helping clients build sustainable financial futures. Discover how entrepreneurs can build wealth without Wall Street and learn about the Passive Income Roadmap. Tune in now to hear why passive income is more than just a buzzword—it's a strategy for long-term financial success! Join the passive income revolution today! “What are we doing with our dollars? Is it getting us more of what we want or less of what we want? It's not an accumulation plan. The person who wins this game doesn't have ten million dollars in an account in the future. The person who wins this game has more passive income coming in than monthly expenses that they could never run out of. That is financial freedom." ~ Russ Morgan In This Episode: - The value of hiring a coach - Is your CPA knowledgeable about The Augusta Rule? - Money mistakes and the obstacle to financial freedom - Becoming a good steward of your finances - Active vs. passive income and activating PIOS - Mistakes people commit as they start building passive income - How the market's sugar rush impacts investors - The framework for building passive income - Understanding your "investor buy box" for smart decisions - Investing with the right people vs. just the right deal - Passive income ideas you can try Resources:
Send us a text
What if you could pay yourself tax-free using your own home? In this episode of The Rich Somers Report, Rich sits down with Karlton Dennis, tax strategist and founder of Tax Reduction Company, to break down one of the most overlooked tax-saving strategies for business owners—the self-rental loophole, also known as the Augusta Rule.Rich and Karlton discuss:How to rent your personal residence to your business and collect tax-free incomeThe specific documentation and setup required to make this strategy audit-proofCommon mistakes entrepreneurs make when trying to implement tax strategiesWhy mindset matters just as much as tax code when building long-term wealthHow to think like a CFO and stop overpaying the IRS year after yearKarlton shares practical examples of how high-income entrepreneurs and real estate investors are using advanced strategies like the Augusta Rule, S-Corp structuring, and entity stacking to build generational wealth. If you're ready to stop leaving money on the table and start using the tax code to your advantage, this episode is a must-listen.Join our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.
Are you leaving money on the table when it comes to your taxes? If you're a small business owner, the answer is probably yes! In this episode, Danielle Hayden, CPA and founder of Kickstart Accounting, Inc., covers the essential tax deductions you should be using but might be missing or ignoring. From turning charitable donations into advertising dollars to maximizing deductions on equipment, training, and even paying your children, Danielle breaks down tax strategies that can save you money while still maintaining a healthy business in line with your goals. Key Takeaways: Charitable Donations Can Double as Marketing: Sponsoring events or donating branded items makes them deductible. Clothing & Equipment Expense Write-Offs: Add your logo to business attire as a uniform to make it a deductible expense, and really think through what personal expenses you use for your business, such as a new laptop or webcam. How to Make Gift Giving a Deduction: There are strict IRS limitations on gift giving, however gifting your employees or contractors with equipment that is pre-loaded with work content and/or branded is a way to gift as a deduction. Continuing Learning is a Business Expense: Whether it's a conference, a training session, or even a book, if it's an expense that contributes to your business and industry knowledge, no matter how small the cost, it is a business expense. Retirement & Healthcare Expense Deductions: Utilize HSAs, IRAs, and other plans to save on taxes while securing your future. Paying Your Children through Your Business: A structured payroll for your children not only is a tax deduction but also helps them build wealth, financial literacy, and their resume as a tax-paying individual. Strategic Business Travel & The Augusta Rule: A well-timed conference or workshop can combine personal and business travel the right way to increase deductions. Plus, learn how the Augusta Rule can help business owners with tax-free rental income for 14 days per year. Balancing Tax Write-Offs with Your Business Goals: Deducting expenses is important for tax savings, but, depending on what you want out of your business, deducting too much does have an affect on the overall value of your business, so you want to make sure your write-offs are in line with your goals. Topics Discussed: Pre-Tax vs. Post-Tax Spending (00:0:52 – 00:04:26) Charitable Donations as a Tax-Deductible Marketing Expense (00:06:51 – 00:07:39) Clothing & Equipment Deductions (00:08:10 – 00:08:57) Gift Giving as a Business Expense (00:10:22 – 00:11:25) Conferences, Training, & Learning Write-Offs (00:11:25 – 00:12:26) Retirement, HSA, and Healthcare Deductions (00:12:51 – 00:15:06) Paying Your Children (00:15:06 – 00:16:25) Capitalization Policy (00:16:26 – 00:17:53) Business Travel Write-Offs & The Augusta Rule (00:17:53 – 00:23:50) Striking the Balance between Deductions and Business Goals (00:20:02 – 00:24:27) Resources: Episode 126 | Small Business Gift Giving: A Holiday Tax Guide Episode 136 | Health Care Tax Deductions for Small Business Owners Explained Episode 137 | Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth Episode 188 | Beyond the Business: Preparing for a Secure Retirement Free Gift | ‘How Much to Pay Yourself as a Business Owner' Calculator KSA Tax Partners | https://ksataxpartners.com/ Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks Facebook | https://www.facebook.com/kickstartaccountinginc
Most investors leave thousands on the table every year—because they don't know these tax loopholes. In this episode, David sits down with real estate tax strategist Ana Klein to break down 8 tax strategies the wealthy use to keep more cash in their pockets. From cost segregation to the Augusta Rule, learn how to legally lower your tax bill and maximize your real estate profits. If you're in real estate, you can't afford to miss this one. KEY TALKING POINTS:0:00 - An Overview of Ana Klein's Business1:40 - Some Standard Tax Savings You Can Get From Owning Real Estate4:14 - What Is Cost Segregation?6:47 - Other Tax Strategies With Real Estate9:16 - Self-Directed IRAs12:16 - Can You Write Off Part Of Your Rental Properties?15:28 - Writing Off Interest On Your Real Estate Debt17:36 - Understanding Capital Gains Tax On Real Estate19:49 - Paying Reduced Property Taxes With Homestead Tax Exemption22:51 - How Real Estate Taxes Can Fluctuate & Flipping Land27:02 - Paying Taxes With House Flipping28:14 - Why Ana Got Into Real Estate Tax Strategy32:24 - How To Get In Touch With Ana33:01 - Outro LINKS:Instagram: Ana Kleinhttps://www.instagram.com/taxbossana/ Website: Ana Kleinhttps://linktr.ee/taxbossana Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/
In Case You Missed It...
Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California. While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax. Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success. What You Will Learn: Who is Eric Pierre? Why is effective tax management considered essential for business owners? What unique challenges do high net worth individuals face regarding taxes? What specific tax strategies are discussed, such as the "Augusta Rule" and vehicle depreciation? How can real estate investments impact tax liabilities and benefits for business owners? What qualifications must someone meet to be considered a qualified real estate professional for tax purposes? What common misconceptions about wealthy individuals and their tax issues are addressed in the conversation? What tax rule allowed the host to expense major capital expenditures like roofing through business entities? How does cost segregation and bonus depreciation work for property owners? What common misconceptions do people have about IRS audits and tax-related issues? What are some common mistakes or oversights consumers make regarding tax management? How can tools like QuickBooks assist business owners in tracking their expenses effectively? What is the significance of the Opportunity Zone legislation in tax planning? What are the main topics covered in Eric's book, "The Great Tax Escape"? What tax planning strategies should people consider as the year-end approaches to prepare for tax season? Eric shares how everyone can contact him. Additional Resources from Eric Pierre: Website: http://www.pierreaccounting.com/ Email: eric@pierreaccounting.com Phone: 619-997-2750 LinkedIn: http://www.linkedin.com/in/pierreaccounting Facebook: http://www.facebook.com/pierreaccounting/ Instagram: http://www.instagram.com/pierreaccounting/ X: http://x.com/PierreCPA YouTube: http://www.youtube.com/channel/UCO1XWRM-KZpjtlrbHnrYGFg Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
Let's talk about everyone's favorite topic (just kidding!) - taxes! I've brought my friend and financial expert Amanda Handquist onto the show to break down six brilliant tax strategies that could save you serious money this year. Whether you're still trying to figure out if you should be an LLC or S-Corp, or wondering if you can really write off your home office (hint: yes!), we're diving into all the details you need to know. Plus, I'm getting real about my own IRS audit experiences and sharing what I learned the hard way so you don't have to!Here's what you'll learn in this value-packed episode: [2:45] The must-know tax write-offs you might be missing (and yes, they're totally legit!)[12:35] The real deal on when to level up from LLC to S-Corp (it's not as scary as you think)[18:20] How to use the Augusta Rule to your advantage (this one's a game-changer for home-based businesses)[22:15] Smart ways to get your family involved in your business (and save on taxes while doing it)[27:40] Retirement planning strategies that help you keep more of your hard-earned moneyHere are the resources mentioned in the show:The Jewelry Brand Makeover Masterclass: flourishthriveacademy.com/makeoverLaying the Foundation Program: flourishthriveacademy.com/LTFConnect with Amanda:Website: www.fitwealthadvisors.comInstagram: @thefitfinancial_Are you enjoying the podcast? We'd be so grateful if you gave us a rating and review! Your 5 star ratings help us reach more businesses like yours and allows us to continue to deliver valuable content every single week. Click here to review the show on Apple podcast or your favorite platformSelect “Ratings and Reviews” and “Write a Review”Share your favorite insights and inspirationsIf you haven't done so yet, make sure that you subscribe to the show wherever you listen to podcasts and on Apple Podcast for special bonus content you won't get elsewhere.xo, Tracy MatthewsFollow on Social:Follow @Flourish_Thrive on InstagramFollow @iamtracymatthews InstagramFollow Flourish & Thrive Facebook
Amanda and Ash welcome Shawna Weckerling, known as Shawna the Tax Goddess, who specializes in tax mitigation strategies for businesses and entrepreneurs. Shawna discusses her unique approach to reducing tax liabilities, including creative deductions, the importance of detailed client intake, and common mistakes made by real estate investors. She also explains the Augusta Rule, which allows property owners to rent their homes tax-free for up to 14 days, and emphasizes the significance of documentation in navigating audits. The conversation highlights the collaboration between tax strategists and CPAs, and how to find a qualified tax specialist. Sponsors: Crystal View Capital Capital Gains Tax Solutions Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The D2D Podcast, host JP Arlie dives deep into the unique tax strategies tailored for door-to-door (D2D) sales professionals with Austen Becker, co-founder of Valley Tax & Accounting. Austen shares his journey from door-to-door sales to becoming a tax expert and entrepreneur. With his background in sales and real estate, Austen has developed a keen understanding on how to help 1099 reps and business owners maximize deductions, streamline financial processes, and invest smartly in real estate.Austen highlights essential tax strategies that can save reps thousands, from maximizing deductions like vehicle and home office expenses to leveraging the Augusta Rule and depreciation. He explains how working with an accountant familiar with the D2D industry can uncover overlooked opportunities, ensuring compliance while minimizing tax liabilities. Austen also touches on real estate investment strategies, showcasing how sales reps can strategically grow wealth beyond their commissions.Whether you're a new or experienced D2D rep, this episode is packed with actionable insights to help you keep more of your hard-earned money and invest smartly for the future.You'll find answers to key questions such as:What are the top tax deductions every door-to-door sales rep should know?How can the Augusta Rule legally benefit reps hosting team-building events?What is the best way to optimize vehicle expenses for tax purposes?How can real estate investing help reduce taxable income for sales reps?What mistakes do traditional accountants make when handling D2D taxes?Get in touch with Austen Becker and Valley Tax & Accounting:Website: Valley Tax & AccountingEmail: Aus10becker@gmail.comSocial Media: @valleytax on InstagramD2DCON 8 TICKETS: https://d2d.ticketspice.com/d2dcon8 Thank you for listening! Don't miss out on future episodes! Subscribe to The D2D Podcast on Apple Podcasts and Spotify.Follow us on Facebook and Instagram. You may also watch this podcast on YouTube!You may also follow Sam Taggart on Facebook, Instagram, and TikTok for more nuggets on D2D and Sales Tips.
© 2020-2025 Ivy Podcast Discovery LLC
