Podcasts about certified tax planner

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, a Certified Tax Planner and CPA, dives deep into the importance of proactive tax planning for real estate investors and business owners.Are you feeling overwhelmed by your tax situation? You're not alone! Many entrepreneurs struggle with the complexities of the tax code, leading to confusion and anxiety about their tax bills. Chris shares valuable insights on how to take control of your tax strategy and avoid the pitfalls of reactive tax filing.Don't wait until tax season to think about your tax strategy! Tune in to discover how you can save money and gain peace of mind by taking action now.If you find this episode helpful, please like, share, and follow for more insights on tax planning and real estate investing.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, CPA and Certified Tax Planner, dives deep into the booming short-term rental industry and the unique tax-saving opportunities it presents for investors.Are you an Airbnb or VRBO host? You might be sitting on hidden tax savings! Chris discusses how to legally minimize your tax bill, avoid self-employment tax, and maximize deductions. Learn about the tax-free rental loophole, depreciation strategies, and essential expenses you can deduct to optimize your tax situation.Join us as we explore real-life examples, including a client who saved over $50,000 in taxes through strategic planning. Whether you're a high-income earner or just starting in real estate, this episode is packed with valuable insights to help you navigate the complexities of short-term rental taxes.Don't forget to follow for more insights on real estate investing and tax strategies! If you have questions or topics you'd like us to cover, reach out on Instagram, Facebook, or join our Facebook group, "Tax and Accounting for Real Estate Investors."Listen now and start saving on your taxes today!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

Welcome to another episode of the Know Your Numbers REI podcast! In this episode, your host Chris McCormack, CPA and Certified Tax Planner, dives deep into the world of tax strategy for real estate investors, entrepreneurs, and business owners.Are you tired of feeling overwhelmed by high tax bills? Chris discusses how the wealthy leverage tax planning to keep more of their hard-earned money. Discover the secrets behind why individuals like Warren Buffett, Robert Kiyosaki, and Donald Trump pay lower taxes and how you can apply these strategies to your own financial situation.If you're ready to take control of your taxes and build wealth, this episode is for you! Don't forget to follow for more insights and strategies to help you succeed in your financial journey.Free Consultation Offer: Chris is offering a free one-hour consultation to review your past two years of tax returns and identify missed opportunities. Check the link in the show notes to schedule your session!Listen to the full episode now and start your journey towards smarter tax planning!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

Join Chris McCormack, CPA and Certified Tax Planner, on this episode of the Know Your Numbers REI podcast as he reveals how rental properties can serve as the ultimate tax shelter. Chris discusses strategies like cost segregation, 1031 exchanges, and depreciation to legally and ethically reduce your taxable income through real estate investments.He shares success stories of clients who have saved thousands in taxes and provides actionable tips for maximizing tax benefits. If you're a real estate investor looking to optimize your portfolio and save on taxes, this episode is a must-listen!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, CPA and Certified Tax Planner, dives deep into the world of cost segregation and how it can significantly reduce your tax bill—potentially by half!Are you an income-producing property owner frustrated by shrinking profits come tax season? Discover how cost segregation can help you accelerate depreciation, save thousands, and reinvest in your properties. Chris explains what cost segregation is, who qualifies, and shares real-life success stories of investors who have benefited from this strategy.If you own rental properties or are involved in real estate investing, this episode is a must-listen! By the end, you'll have a clear understanding of whether cost segregation is the strategy you've been missing out on.Don't forget to follow for more insights on real estate investing and tax strategies!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

In this Topical Tuesday episode, I spoke with Mark Perlberg who is a CPA, Certified Tax Planner, and specializes in helping real estate investors and entrepreneurs achieve their financial goals through strategic tax planning. He has served hundreds of entrepreneurs to create tax plans with savings as high as $2.5 Million in a single year through advanced planning methods. Be sure to tune in if you're interested in learning about: How passive losses can offset capital gains and create a tax-efficient investment strategy The impact of opportunity zones, bonus depreciation, and potential tax law changes on real estate investors Common tax planning mistakes investors make—and how to avoid them REITs vs. LP investments: Which offers better tax advantages? To your success, Tyler Lyons Resources mentioned in the episode: Mark Perlberg Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre

Welcome to the Know Your Numbers REI Podcast! In this episode, Chris McCormack, CPA and Certified Tax Planner, dives deep into the hidden mistakes that cost real estate investors thousands of dollars each year. If you're feeling overwhelmed by taxes, accounting, or the amount of money you're paying to the IRS, this episode is for you!Chris discusses the four essential spokes of a successful real estate investment wheel: cash flow, appreciation, leverage, and tax savings. He shares real-life stories of clients who transformed their financial situations by addressing common tax mistakes and optimizing their strategies.If you find value in this episode, please share it with fellow investors and entrepreneurs who may benefit from this crucial information. Don't forget to follow for more insights on how to take control of your taxes and unlock the true potential of your investments!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook:https://www.facebook.com/chrismccormackcpaLinkedIn:https://www.linkedin.com/in/chrismccormackcpaInstagram:https://www.instagram.com/chrismccormackcpaJoin our Facebook Group:https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe Know Your Numbers REI 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.

Welcome to the Know Your Numbers REI Podcast! In this episode, Chris McCormack, CPA, and Certified Tax Planner at Better Books, dives deep into the four primary drivers of your tax bill. Discover how the way you earn, save, invest, and leverage money can significantly impact your tax obligations. Chris discusses the difference in tax rates between W-2 earners and business owners, using Warren Buffett as a prime example and the strategies for W-2 earners to maximize tax savings. He also covers the importance of how you save money, including the benefits of tax-deferred retirement accounts and the impact of investment choices on your tax bill, from stocks to real estate and oil and gas investments. Chris emphasizes the importance of having a solid tax plan and working with a knowledgeable advisor to navigate these complexities. If you're looking to reduce your tax burden and gain peace of mind in your financial journey, this episode is a must-listen! Tune in now and take control of your tax strategy! •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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.

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, CPA, MBA, and Certified Tax Planner at Better Books Accounting, shares essential tips on what to look for when hiring a CPA. As we approach the new year, many individuals and business owners are seeking reliable tax professionals to help navigate the complexities of taxes and accounting. Join Chris as he discusses the five key qualities to consider when searching for a CPA. He also shares bonus tips on ensuring your CPA is both legal and creative in their approach to tax planning. If you're in the market for a tax planner or CPA, this episode is packed with valuable insights to help you make an informed decision. Don't forget to leave a five-star rating and reach out to Better Books Accounting for a free consultation to identify any mistakes or missed opportunities in your tax planning! •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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.

In this episode of the Know Your Numbers REI Podcast! host Chris McCormack, a Certified Public Accountant and Certified Tax Planner, dives deep into the concept of the "real wealth gap" between business owners and W-2 earners. Chris discusses the significant advantages that business owners have when it comes to taxes, income potential, and wealth accumulation. He explores key topics such as: The limitless income potential of business owners compared to the capped salaries of W-2 earners. The various tax incentives available to business owners that are not accessible to traditional employees. The ability of business owners to exclude gains on the sale of their businesses and the benefits of the Qualified Business Income deduction. The numerous expenses that business owners can write off, which W-2 earners cannot. Join us as we unpack these critical insights and discuss why understanding this wealth gap is essential for anyone looking to improve their financial situation. If you find value in this episode, please give us a five-star rating and leave a review! We also welcome your comments and suggestions for future topics. Share this episode with anyone who could benefit from understanding the advantages of business ownership in today's economy. God bless you and keep moving forward! •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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.

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, CPA and Certified Tax Planner at Better Books, delves into the IRS's "dirty dozen" list—a compilation of schemes the IRS warns taxpayers to be cautious about. Chris emphasizes the importance of seeking vetted and reliable advice to navigate the complexities of tax regulations and avoid potential pitfalls. He highlights the significance of the Employee Retention Credit, introduced during the pandemic, and discusses how taxpayers can benefit from it when guided by knowledgeable advisors. Tune in now and empower yourself with the knowledge to protect your finances! •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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.

About Jonathan Bengel:Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, IRS Enrolled Agent, Certified Tax Coach, Certified Tax Planner, author, and entrepreneur, guiding small business owners through the darkness of taxation; transforming their business and personal lives to Financial Happiness.He is the host of Naked Tax Talk, where he bares down to the naked truth behind your taxes, the founder of JB Financial LLC, and the author of "The ABC's of Deductions: An Entrepreneurs Guide to Tax Write-Off's." He guides businesses to financial savings and success via his consulting services (JonathanBengel.com) and an online 5-week program, Rapid Tax Savings Formula (tm), built around the 5 pillars of profit. As Jonathan says, "Let's remember why we went into business, it's all about moocho moocho dinero."In this episode, Jennie Bellinger and Jonathan Bengel discuss:Tax Incentives and Behavior ModificationConfidence and Faith in EntrepreneurshipCatering to Ideal ClientsLearning Sales Lessons from Unexpected SourcesImportance of Proactivity and PlanningKey Takeaways:The government strategically creates tax laws to incentivize specific behaviors and actions and entrepreneurs who recognize these incentives can leverage them to maximize their business growth and profitability.Confidence is not just about self-assurance; it's about walking with faith and a belief in one's abilities. Just as strippers adjust their approach based on client preferences, entrepreneurs must be adaptable and provide tailored solutions to meet the unique needs of their target audience.The sales process can be learned from unexpected sources, and Jonathan's experience at the strip club taught him valuable lessons about confidence, follow-up, and understanding client needs, which he applied to his business.Entrepreneurs who approach their business with intentionality and foresight are more likely to achieve their desired outcomes."I've helped my clients save eight, over $8 million whether in the back tax problems or proactive tax planning… to give them that peace of mind (and) security.” — Jonathan BengelConnect with Jonathan Bengel:  LinkedIn: https://www.linkedin.com/in/jonathanbengelea/Website: https://jonathanbengel.com/about-usYouTube: https://www.youtube.com/nakedtaxtalkFacebook: https://web.facebook.com/JonathanBengelEA/Connect with Jennie:Website: https://badassdirectsalesmastery.com/Email:  jennie@badassdirectsalesmastery.comFacebook personal page: https://facebook.com/jbellingerPLFacebook podcast page: http://facebook.com/BadassDirectSalesMasteryFacebook group for Badass Crew: https://facebook.com/groups/BadassDirectSalesMomsInstagram: https://instagram.com/BadassDirectSalesMasteryPersonal Instagram: https://instagram.com/jenniebellingerLinkedIn: https://linkedin.com/in/BadassDirectSalesMasteryShow Notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Dave Ramsey's approach to finances is deeply intertwined with his faith, which serves as the foundation for his financial philosophy and practices. He openly shares his religious convictions, particularly his relationship with Jesus Christ, and emphasizes the importance of applying biblical principles to financial management. This perspective extends beyond personal finance; it fosters a sense of community and service. In this episode, host Chris McCormack, a Certified Tax Planner and CPA at Better Books, takes a deep dive into the world of personal finance and the controversial figure of Dave Ramsey. Join Chris as he shares four compelling reasons why he admires Dave Ramsey, despite the criticism Ramsey often faces. From his strong faith and biblical approach to finances, to his impressive multimillion-dollar business and rags-to-riches story, Chris highlights the positive impact Ramsey has had on millions of people seeking financial freedom. Whether you agree with Ramsey's views on debt or not, this episode encourages healthy conversations about financial strategies and the importance of serving others through business. If you find value in this discussion, please share it with a friend and follow to our channel for more insightful content on taxes, finance, and real estate! •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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.

Today, we have Mark Perlberg, a CPA, Certified Tax Planner and founder of a Prosper CPA joining us to delve into the intricacies of leveraging tax strategies for growing and safeguarding wealth. Mark is a seasoned tax strategist with unparalleled expertise in helping high-income individuals and business owners maximize their tax savings and investment returns. In this episode, Mark unpacks a variety of sophisticated tax strategies that go beyond the standard deductions. With a focus on proactive tax planning, he illustrates how understanding and implementing advanced tactics can substantially minimize tax liabilities and unlock additional capital for reinvestment.   Mark emphasizes the rarity of proactive planners in the CPA world, noting that less than 5% of CPAs engage in such forward-thinking strategies. He shares his wealth of knowledge on how strategic tax planning can become an invaluable investment, yielding returns that far exceed traditional investments by potentially 5 to 10 times.   Listeners will learn how to optimize their tax outcomes by aligning losses and income strategically, and hear captivating case studies illustrating real-world applications of these strategies, including a remarkable scenario where taxes on a $16 million transaction were eliminated.   Join us as Mark Perlberg provides actionable insights that can transform your approach to tax planning and wealth growth.    In this episode, we discuss: 1. Charitable tax deductions and solar tax strategies 2. Effective planning and timing for tax efficiency 3. Evaluating investments based on tax benefits and returns 4. The impact of proper tax planning on long-term wealth building Click here to learn more: https://pantheoninvest.com/episode141

In this episode of the Know Your Numbers REI podcast, host Chris McCormick, a CPA and Certified Tax Planner at Better Books, delves into the crucial topic of taxation sources and their impact on your tax bill. He emphasizes the importance of understanding how income is received, highlighting that the method of income receipt can significantly influence tax liability. Using Warren Buffett as a prime example. Chris explains how the wealthy often pay a lower percentage of their income in taxes compared to their employees, despite potentially paying more in absolute terms. This episode aims to teach you on how tax planning strategies help you minimize your tax bills and gain confidence in your financial journeys. Tune in now for valuable insights that could transform the way you approach your taxes! •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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. #4PrimaryDriversOfYourTaxBill #SourceOfTaxation #MakingMoney #SavingMoney #InvestingMoney #LeveragingMoney #FinancialPlanning #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormick, CPA and Certified Tax Planner at Better Books Accounting, dives deep into a crucial topic for short-term rental investors: the biggest tax mistake that could cost you thousands of dollars. Are you aware of the correct tax treatment for your short-term rental? Many investors and even accountants make the mistake of placing short-term rentals on Schedule C instead of Schedule E, leading to unnecessary self-employment taxes. Chris explains the implications of this mistake and how to avoid it, ensuring you keep more of your hard-earned money. In this episode, you will learn: The difference between Schedule C and Schedule E for short-term rentals What constitutes "substantial services" and how it affects your tax treatment The potential tax savings you could achieve by working with a qualified real estate tax professional The importance of timely tax planning and preparation If you find this episode valuable, please share it with a friend, give us a five-star rating, and subscribe to our YouTube channel for more insightful content. Join us as we help you navigate the complexities of real estate investing and tax planning! •••••••••••••••••••••••••••••••••••••••••••• ➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.betterbooksaccounting.co/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our Facebook Group: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/groups/6384369318328034⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@chrismccormackcpa⁠⁠⁠⁠⁠⁠ The Know Your Numbers REI 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. #ShortTermRentalsTips #SubstantialServices #TaxAdvice #ScheduleC #ScheduleE #CommonMistakes #InvestSmart #AirBNB #SelfEmploymentTax #PassiveIncome #TaxTreatment #QualifiedCPA #AccountableAccountant #FinancialPlanning #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

Meeting with a qualified tax professional is crucial to avoid common tax deduction mistakes. In this episode of the Know Your Numbers REI podcast, Chris McCormack, a CPA and Certified Tax Planner, delves into the top five write-off mistakes that many people make and provides valuable insights on how to avoid them. With a focus on bringing confidence to American investors and business owners, Chris shares practical tips to help listeners pay less in taxes. Tune in to discover actionable strategies to improve your tax planning and make informed financial decisions. Join Chris as he shares real-world examples and practical advice to help you make informed decisions and pay less in taxes while ensuring financial health in the long run. Don't miss out on this insightful episode that aims to equip you with the knowledge and confidence to navigate the complex world of tax deductions. Follow to the Know Your Numbers REI podcast for more valuable tips and strategies to optimize your financial decisions. If you found this episode helpful, leave a review, share it with someone who could benefit, and follow for future episodes. Your financial success is our priority. Stay informed, stay empowered, and keep moving forward. •••••••••••••••••••••••••••••••••••••••••••• ➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.betterbooksaccounting.co/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our Facebook Group: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/groups/6384369318328034⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@chrismccormackcpa⁠⁠⁠⁠⁠⁠ The Know Your Numbers REI 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. #Top5WriteOffTaxMistakes #TaxDeductions #TaxProfessional #AutoDeduction #BuyingACar #MealsAndEntertainment #ClothingDeductions #BusinessTravel #HiringKids #TaxAdvisor #AvoidMistakes #BusinessOwners #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, dives into the importance of entity structure for real estate investors, specifically focusing on LLCs and partnerships. Chris shares insights on the benefits of setting up an LLC, such as limiting liability, separating business and personal finances, and gaining credibility as an investor. He discusses the differences between single member LLCs and partnerships, particularly for husband and wife business owners, highlighting factors like tax deadlines, cost-effectiveness, and tax treatment. Chris emphasizes the need for clarity in choosing the right entity structure to maximize benefits and minimize headaches. Tune in to learn more about the advantages of LLCs, the considerations for husband and wife partnerships, and how to set up your entities for success in the real estate investing world. Don't miss out on valuable tax and business insights. Subscribe to the Know Your Numbers REI podcast on YouTube, Spotify, or Apple Podcasts. Leave a five-star rating and review to show your support for the podcast! Join the community on Facebook, Instagram, and LinkedIn for more educational content and discussions. Keep moving forward with confidence in your real estate investment journey! •••••••••••••••••••••••••••••••••••••••••••• ➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.betterbooksaccounting.co/contact⁠⁠⁠⁠⁠⁠⁠⁠⁠ •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/chrismccormackcpa⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join our Facebook Group: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/groups/6384369318328034⁠⁠⁠⁠⁠⁠⁠⁠⁠ → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@chrismccormackcpa⁠⁠⁠⁠⁠ The Know Your Numbers REI 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. #LLCs #SingleMemberLLC #Partnerships #HusbandAndWifeBusiness #EntityStructures #EINNumber #BusinessBankAccount #SeparateAccounts #LiabilityProtection #BusinessClout #Professionalism #BusinessMindset #InvestorLife #TaxDeductibleExpenses #FinancialStatements #TaxDeadlines #BusinessReturns #TaxBenefits #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, delves into the crucial topic of documentation in real estate accounting and tax planning. He emphasizes the importance of proper documentation in protecting oneself against IRS audits and maximizing tax savings. Chris emphasizes the significance of documenting business activities for real estate investors and business owners. Stressing the need to understand what, why, and how to document. This episode serves as a valuable guide for you to navigate tax responsibilities effectively. Tune in to learn why documentation is the cornerstone of every tax strategy and how it can safeguard your financial interests. Don't miss out on valuable insights to help you navigate the complexities of tax planning and accounting effectively. If you found this episode informative, consider giving us a five-star rating and leaving a review. Join our Facebook group for daily updates on tax planning and network with like-minded individuals in the real estate investing community.  Remember, investing in professional advice is always more cost-effective than going at it alone. Stay informed, stay compliant, and keep moving forward with the Know Your Numbers REI podcast. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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. #Documentation #TaxStrategy #TaxPlanning #IRS #ExpertAdvice #Receipts #ManagementFees #AuditRisk #IRSAudit #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

Investing in professional advice and teaming up with a qualified professional is crucial for real estate investors to reduce audit risk and avoid costly mistakes. The IRS is diligent in auditing individuals in the real estate industry due to the perceived tax benefits associated with it. Without the right knowledge and expertise, investors may unknowingly engage in practices that increase their audit risk, leading to potential financial losses. In the episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, dives into the fifth key from the latest e-book, "The Six Keys to Increasing Your Real Estate Revenue." This key focuses on the importance of seeking professional advice to reduce your audit risk and ensure you're taking full advantage of tax benefits without falling into unethical practices. He discusses real-life scenarios where improper tax strategies can lead to significant financial consequences, including unpaid taxes, interest, penalties, and representation fees. By investing in the right team of certified tax planners and professionals, real estate investors can navigate the complex tax landscape with confidence and ensure they are maximizing their tax benefits while staying compliant. Tune in to learn how investing in professional advice can safeguard your real estate business and keep more money in your account. Don't miss out on this valuable episode of the Know Your Numbers podcast! If you found this episode helpful, please consider leaving a five-star rating and review. Share this episode with anyone in the real estate industry who could benefit from expert tax advice. Stay informed, stay profitable, and keep moving forward with Know Your Numbers REI podcast. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• E-Book: https://mailchi.mp/betterbooksaccounting/6-keys ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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. #ProfessionalAdvice #AuditRisk #TaxStrategists #ProfessionalTaxPlanner #ProperDocumentation #SixKeysToIncreasingRevenue #AvoidCostlyMistakes #CostSegregation #TaxStrategy #TaxPlanning #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

Investing in a tax plan is crucial for real estate investors to save on taxes and plan for the future. It is important to understand the significance of tax planning as a way to mitigate taxes and keep more money in the investor's account. Many real estate investors often rely on their CPAs to handle their taxes without a proactive tax strategy in place. This reactive approach can lead to paying more taxes than necessary and missing out on potential tax-saving opportunities. In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, delves into key number four of the six keys to increasing your real estate revenue. Discover the importance of investing in a tax plan to save on taxes and plan for a prosperous future. Chris emphasizes the significance of finding a tax expert who understands your industry and can tailor strategies to your specific needs. He highlights the difference between tax planning and tax preparation. If you're a real estate investor or business owner looking to optimize your tax strategy, this episode is a must-listen. Tune in to learn how tax planning can help you keep more money in your account and achieve your financial goals. Don't miss out on this valuable insight! To access the full podcast episode and learn more about the six keys to increasing your real estate revenue, check out the link in the show notes. And if you enjoyed the content, please leave a five-star rating and review to support the show. Stay tuned for upcoming episodes as we continue to explore essential strategies for financial success in real estate. Thank you for listening and keep moving forward! ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• E-Book: https://mailchi.mp/betterbooksaccounting/6-keys ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa/ Instagram: https://www.instagram.com/chrismccormackcpa/   → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI 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. #TaxPlanning #TaxStrategy #RealEstateRevenue #RealEstateInvesting #TaxSavings #SixKeysToIncreasingRevenue #FinancialFreedom #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

In this episode of The Faces of Business, Susan Bryant, CPA, CTP, Founder & CEO of Unboxed Advisors, shares her unique insights into how solid accounting can drive business success and stability. Susan is the Founder & CEO of Unboxed Advisors. As a seasoned Certified Public Accountant and Certified Tax Planner, she is a vanguard in revolutionizing accounting practices to foster entrepreneurial wealth and business growth.   Check out the Blog post here: Why Accounting Should Be a Priority as an Owner   Thanks for taking the time to listen today.   Find Damon Pistulka on LinkedIn talking about life & building businesses you can sell or succeed.    On Twitter as @dpistulka with inspiration and sharing thoughts.    Find out more about Damon when he's not working.  @damonpistulka on Instagram, or Damon Pistulka on Facebook.      More information on building businesses you can sell or succeed and the Exit Your Way method on our website   View our blog page for this episode here.   Email us for more information info@exityourway.com

This episode discusses business ownership, leadership, and purpose as tools for independence, and my guest is Alison Hall.  She is the founder of Change Agent Coaching for Women, and she is a passionate reinvention specialist. Questions this episode will answer:  -What is a path to find your purpose and passion and translate them into your work? -How can business ownership be a vehicle for independence? -What are some tips for women regarding career and leadership? Whether you are looking to own a business, simply looking for independence, or exploring how to live in your purpose, there is something in this episode of you, no matter who you are or where your life is taking you.  Don't worry, you don't have to identify as a woman to get something out of this episode. Find Alison Hall: https://linkedin.com/in/alisonhall-coach-women https://changeagentcoaching.com https://whitehalldivorcesolutions.com Resources: Get your free Better Mental Health Affirmations: Affirmationbonus.com About Alison Hall: Alison Hall is a financial professional and lifelong learner, a former corporate strategist, and a current and future serial entrepreneur. She's earned an MBA in finance and marketing, and she's proud to be a CPA, a Certified Divorce Financial Analyst, a Certified Tax Planner, and a career and leadership coach for women.

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and Certified Tax Planner, delves into a topic that is relevant to all real estate investors: what happens to your taxes when you die. While it may not be a pleasant topic, it is important to understand the implications and plan accordingly. Chris provides clarity and guidance on navigating the confusing waters of the United States tax code, with the goal of eliminating tax burdens and keeping more money in your account. Tune in to gain valuable insights and share this episode with others who can benefit from understanding the tax implications of death. [00:00:14] - Introduction to Know Your Numbers REI Podcast [00:00:25] - Goal of Eliminating Real Estate Tax Burdens [00:00:45] - Overview of Today's Tax Code Topic [00:01:06] - Importance of the Topic for All Real Estate Individuals [00:01:17] - Encouragement to Share and Review the Podcast [00:01:38] - Discussing the Inevitability of Death and Estate Planning [00:02:20] - Integrating Christian Faith with Estate Planning [00:02:41] - What Happens to Your Assets After Death [00:03:12] - Estate Planning as a Team Task [00:03:43] - Tax Consequences of Improper Estate Planning [00:04:04] - Estate Planning Beyond Tax Saving [00:05:30] - Non-Tax Objectives of Estate Planning [00:06:12] - Importance of a Clear Estate Plan [00:07:03] - Minimizing Various Taxes Through Estate Planning [00:07:14] - Reducing Probate Costs and Enhancing Principal [00:09:10] - Questions Addressed by an Estate Plan [00:12:18] - Key Team Members for Estate Planning [00:13:52] - Understanding Estate and Inheritance Taxes [00:17:36] - Encouraging Listeners to Consider Estate Planning [00:18:18] - Future Discussions and Guest Speakers on Estate Planning ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured The Know Your Numbers REI 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. #EstatePlanning #NonTaxObjectives #TaxObjectives #IncomeTax #EstateTax #InheritancesTax #RealEstateInvestmentTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

Are you considering placing your real estate assets in an S Corporation? Hold off before making that decision! In this episode of the Know Your Numbers REI podcast, host Chris McCormack, CPA, MBA, and Certified Tax Planner, delves into the reasons why putting your real estate in an S Corporation might not be the best choice for you. From tax implications to legal complexities, he breaks down the crucial factors that could impact your real estate investments negatively. Empower yourself with knowledge to protect your real estate investments and make strategic decisions that align with your financial goals. Tune in now to make informed choices that can lead to a more secure and prosperous real estate portfolio! And don't forget to leave a five-star rating and review if you find value in this episode and share it with others who can benefit from these insights. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured The Know Your Numbers REI 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. #5CompellingReasons #RealEstateInvesting #SCorporations #DepreciationLossLimitations #CapitalRaisingConcerns #AssetMobilityPurposes #SelfEmploymentTaxMyths #RefinancingChallenges #TaxStrategies #PropertyManagementTips #RealEstateInvestmentTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, CPA, MBA, and Certified Tax Planner, dives into the topic of real estate professional, and why it is important for all real estate investors to understand. Chris discusses the four reasons people get into real estate, the tax benefits of being a real estate professional, and how to ensure you are maximizing your tax advantages. If you want to grow your confidence in the real estate area of the tax code and achieve your financial and tax goals, this episode is a must-listen. Don't forget to leave a five-star rating and review if you find value in this episode and share it with others who can benefit from these insights. Together, let's grow our own economies and contribute to the growth of our nations' economy. [00:01:59] Real estate professional. [00:04:30] Real Estate Professional Status [00:06:47] Material participation in real estate professional status. [00:10:30] Real estate professional qualifications. [00:13:18] Real estate tax qualifications. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/ LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/ Instagram: https://www.instagram.com/chrismccormackcpa/ → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@betterbooksREI/featured The Know Your Numbers REI 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.

Today we have a special guest, Susan Bryant, a trailblazer in the field of accounting and the CEO of Unboxed Advisors. In this episode, we dive deep into the world of tax efficiency and financial strategy for entrepreneurs. We'll learn about different entity types, the importance of proactive accounting, and Susan's expert advice on building wealth outside of your business. Whether you're a seasoned business owner or just starting out, this episode will empower you to take control of your finances and pave the way to entrepreneurial success. So grab your notepad and get ready to level up your financial game!ABOUT SUSANSusan Bryant is a trailblazer, a force of positive change, and a renegade in the field of accounting. As a Certified Public Accountant, Certified Tax Planner, and seasoned business owner, she's worked with thousands of entrepreneurs in various capacities, excelling as an architect of cutting-edge accounting processes, a holistic business advisor, and a strategic tax coach.LINKS & RESOURCES- Visit Unboxed Advisors' Website- Connect with Susan on LinkedIn

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a Certified Tax Planner and MBA in Accounting, dives into the topic of what to look for in an accountant. Whether you're a real estate investor or simply interested in the potential tax savings and avoidance that real estate offers, finding the right accountant is crucial.  Chris discusses the importance of expertise, specialization, and ethical practices when choosing an accountant. If you've been frustrated by the lack of intelligent conversations with your current accountant, this episode will provide valuable insights.  Tune in to learn more and gain confidence in your tax plan and strategy. Don't forget to leave a five-star rating and review if you find this episode helpful! [00:00:28] Tax savings in real estate.  [00:05:29] Year-round tax planning.  [00:07:39] Testimonials and client relationships. [00:10:41] Creative tax saving strategies.  [00:13:09] Lack of confidence in tax strategy. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• The Know Your Numbers REI 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. #FindingTheRightCPA #TaxAdvisor #CertifiedPublicAccountant #Expertise #YearRoundAdvice #Testimonials #EthiscAndMorality #CPASelection #TaxExpert #TaxPro #FinanceExpert #CPAServices #FinancialGuidance #FinancialTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

On Episode 89 of The Unique CPA, Randy chats with Dominique Molina, President of the American Institute of Certified Tax Planners. Dominique talks about her early days as a CPA, and how she thought opening her own practice would eliminate a lot of the negatives associated with working in the accounting profession. She realized, however, that a few more steps were necessary—with the key being control over one's own business and time. She discusses how accounting firms can achieve this, as well as delving into the Certified Tax Planner license and its utility in demonstrating that you are an expert at saving your clients money. Get the full show notes and more resources at TheUniqueCPA.com

Today's Guest: Christina LaelChristina Lael is a Certified Public Accountant, Tax Attorney, a Certified Tax Planner, and helps hundreds of clients save a significant amount (of/in?) taxes every year. Besides spending time with her family and playing golf or tennis, nothing gives her more pleasure than helping her clients save money in taxes. She is obsessed with helping clients structure their business in a way that legally saves them money in taxes, funds their retirement more quickly, and avoids astronomical taxes when they sell. Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies. Christina is a frequent guest on popular podcasts and has released the book Thinking Outside The Tax Box, which is available on Amazon. She is the owner of Lael Tax, a top tax planning and tax preparation firm with a $52,750 per year average tax savings for each of her clients. She has also created Freedom Tax Plans, which automates multiple tax-saving strategies for any business owner with a 110% guarantee. Freedom Tax Plans is so impactful for business owners that if you do not save, in taxes, at least the cost of the program in the first year alone, 110% of the cost of the program will be refunded.On this episode:Stacey is joined by entrepreneur and tax professional Christina Lael for a discussion on tax strategy, running your business by the numbers, and what it means to have a healthy money mindset.Key Takeaways-Put people first. -A sold team is the heartbeat of your business.-Money mindset problems tend to begin at a young age. Tweetable Quotes:"The more I researched and put sales ideas into practice, the easier the process got." -Christina Lael"My job as a strategist is to help people get out of their own way." -Stacey O'Byrne"Over time, my goals became two-fold between the business I want and the life I want. I realized that having team members I trusted, was the only way to accomplish both goals." -Christina Lael"A lot of people have money mindset issues that have been imprinted over a long period of time." -Stacey O'ByrneChristina Lael:Websites:https://freedomtaxplans.comhttps://laeltax.comLinkedIn:https://www.linkedin.com/in/christinalaelResources:Instagram: https://www.instagram.com/pivotpointadvantageSchedule a 15 minute call with Stacey: http://pivotpointadvantage.com/talktostaceyIf you're ready to take yourself and your business to the next level and are interested in a coaching program that will get you there check out: http://pivotpointadvantage.com/iwantsuccess Join an interactive environment to help you build the success you've always wanted with other like-minded, success-driven entrepreneurs, business owners, and sales professionals: https://facebook.com/groups/sellwithoutselling

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

In this episode, Host Ken talks with Sarah about her leadership journey from going through a tough divorce and becoming a single Mom to getting her MBA and branching out on her own, and starting her own thriving CPA firm.Sarah Jones is a CPA in Texas, licensed by the IRS in all 50 states, and a Certified Tax Planner. She is passionate about helping her clients achieve financial success, gain clarity in their business and save on taxes!To learn more, visit:https://www.theleaderslab.co/.Listen to more episodes on Mission Matters:https://missionmatters.com/author/ken-eslick/

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Christina is obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell. Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies. In this episode, we discussed how to increase your expenses without spending more money, how to reduce your taxes & save money, how Christina makes tax implementation simple and fun, and SO much more! Follow Christina at @ freedomtaxplans.comSupport the show

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them. She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell. Christina's recently released her latest book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers. Listen in as Christina shares her passion on Thrive LouD with Lou Diamond. And check out this Christina's special offers to Thrive LouD listeners for Freedom Tax Plans as well as a Custom Tax Planning Strategy session with Christina! ***CONNECT WITH LOU DIAMOND & THRIVE LOUD***

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://FreedomTaxPlans.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://FreedomTaxPlans.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans

freedomtaxplans.com Check out her free webinar how any business owner can save thousands of dollars in taxes by using these 5 strategies. Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers […]

EPISODE SUMMARY Join scientist and mindset & high-performance coach Claudia Garbutt and certified public accountant, tax attorney & certified tax planner Christina Lael as they talk about the best tax-saving strategies for business owners.   In this episode we talk about: - How to legally save the maximum in taxes - Outdated beliefs that might lead you to pay more taxes than you have to - 5 tax-saving strategies most business owners are missing today   Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them. She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell. Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies. Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.   Website: https://freedomtax.io/   Facebook: https://www.facebook.com/christina.lael   LinkedIn: https://www.linkedin.com/in/christinalael/ ------------------ Music credit: Vittoro by Blue Dot Sessions (www.sessions.blue) ----------------- If you enjoyed this episode, learned something new, had an epiphany moment - or were reminded about a simple truth that you had forgotten, please let me know by rating & reviewing this show on https://ratethispodcast.com/wiredforsuccess.   Oh, and make sure you subscribe to the podcast so you don't miss out on any of the amazing future episodes! If you don't listen on iTunes, you can find all the episodes here.   If you'd like to connect more, you can find me here: Website: www.wiredforsuccess.solutions Instagram: https://www.instagram.com/wired_for_success/ Facebook: https://www.facebook.com/claudia.garbutt.1 LinkedIn: https://www.linkedin.com/in/claudia-garbutt/   HELPFUL RESOURCES Wanna prime your brain for success in less than 5min each day? Download my Brain Priming Affirmations For Entrepreneurs here: https://bit.ly/2VXC9VY   Wanna find out how I can help you leverage the power of your mind and tap into the wisdom of your body to feel fully aligned, trust your intuition, and achieve your goals with ease and joy rather than with constant hustle and pushing yourself to the point of exhaustion – book a free 20min Strategy Session with me: https://bit.ly/2YemfIe   Looking for great podcast guests for your own show or great shows to guest on? Try PodMatch, the platform that automatically matches ideal podcast hosts and guests for interviews. Like Tinder for podcasters. Or Guestio, the app that helps content creators interview high-level guests. Gives you access to those busy, hard-to-reach, next-level guests that you want to have on your show

On Episode 63 of The Unique CPA, Tom Gorczynski, Enrolled Agent, Certified Tax Planner, and non-attorney member of the Bar of the United States Tax Court, discusses his role in educating other tax professionals and providing IRS representation for tax preparers. Tom shares his approach to research and education, and he highlights the importance of being a constant learner within the profession. Get the full show notes and more resources at TheUniqueCPA.com

Chris Middleton: How To Operate Business More Efficiently And Keep More Money Meet Chris, graduated from California State University Sacramento in 2006 with a Bachelor Science: Accountancy and has been working for his clients ever since. In addition to holding the Enrolled Agent license and his accounting degree, Chris is also a Certified Tax Coach and is actively pursuing the designation of Certified Tax Planner and Certified Tax Strategist with the American Institute of Certified Tax Planners. Currently out of the roughly 670,000 CPA's and 53,000 EA's in the United States, less than 1000 of these hold the designation of Certified Tax Coach! He lives in Carmichael with his wife and 2 daughters.   What You Will Discover:  [1:15] A Little Background Of Chris Middleton [3:35] Tax Saving Strategies [7:16] Biggest Mistakes Of Business Owners [9:25] Know The Records Before Investing In Somebody [17:59] The Augusta Rule [26:54] American Disability Act   Relevant Links:  Instagram: https://www.instagram.com/bridgestaxstrategies/ Facebook: https://www.facebook.com/stopwastingmoneyontaxes/ LinkedIn: https://www.linkedin.com/in/ctmiddleton/ Website: https://www.taxreductionuniversity.com/ Website: https://bridgestaxstrategies.com/   #podcast

Angie Bhasin is an Alamo California based CPA, Certified Tax Coach and Certified Tax Planner who help business owners, real estate investors and self-employed healthcare professionals cut their annual tax bill by hundreds of thousands of dollars by employing IRS provided advanced tax reduction strategies. Major corporations have access to such strategies through their tax/legal departments; She passionately brings such strategies within the reach of her clients so they too can put more of their hard-earned money back in their pockets and build wealth.Her calling is to educate hardworking taxpayers about tax planning and to help them take charge of their financial future. She is a frequent speaker at Conferences and Professional Associations, sharing tax savings ideas so taxpayers can STOP DONATING to the IRS.In this episode, Angie will speak about her unique offerings and services such as specialized tax planning for clients which help saved significant taxes as value-add service in additional to tax consulting, tax return compliance and audit defend strategies.  CONNECT WITH ANGIE BHASINEmail: angie@fintaxcpas.comWebsite: https://www.fintaxcpas.com/ CONNECT WITH JONATHANTo connect with Jonathan, you can send email at info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network. Thanks for listening and until next time, keep building wealth in Commercial Real Estate!     

Today on Grassroots Marketing we are live at USCC Expo in Miami Florida, and we are speaking to Sandy Suchoff CPA, Founder of Lefstein-Suchoff CPA & Associates, LLC, The Canna CPAs. Lefstein-Suchoff CPA & Associates, LLC, The Canna CPAs, was formed in 1997. She has been featured on FOX News and MSNBC as a tax advisor, and has appeared on podcasts, in newspapers, and is working on co-authoring a book for tax planning strategies. In addition to being a licensed Certified Public Accountant, Sandy is also a Certified Tax Planner, QuickBooks ProAdvisor, and Certified Tax Resolution Specialist. In response to a family member's health condition, Sandy researched the endocannabinoid system and learned how the phytocannabinoids in the cannabis plant could treat a myriad of health conditions with a high level of efficacy. Thereafter, Sandy combined her passion for the cannabis plant with her love of tax and accounting and commenced catering her practice to the cannabis space.