Podcasts about reduce taxes

Most people see the trucks, the mascot, the sports partnerships, and the brand, but Spero “The Hero” built Good Greek Moving & Storage from something much deeper than marketing.In this episode, we sit down with Spero, founder of Good Greek Moving & Storage, to talk about the real story behind one of Florida's most recognizable service brands.Spero shares how growing up in an immigrant family, serving in law enforcement, joining SWAT, and later stepping into entrepreneurship shaped the way he built his company. He breaks down why trust matters in a service business, how hiring and training changed the moving industry for him, why the right people are everything, and what it takes to scale a brand that can outlive the founder.The Invest Well Show Is Powered by Wall Private Wealth. Reach Out to Learn How to Protect, Grow, and Reduce Taxes on Your Wealth.

In this episode of the Breakfast Leadership Show, Michael D. Levitt sits down with Chris Miller to discuss how entrepreneurs and business owners can use legal tax strategies to preserve wealth and strengthen long-term financial stability. Chris shares insights from decades of experience helping clients navigate tax mitigation, financial planning, and wealth protection during uncertain economic conditions. The conversation explores why many small and medium-sized businesses fail to leverage the same advanced tax strategies used by ultra-wealthy individuals and major corporations. Key topics include: Legal tax mitigation strategies for business owners Why tax planning is critical for wealth preservation Common financial mistakes entrepreneurs make Leadership lessons from building a multi-generational business The impact of economic downturns on financial planning How high-income earners can protect capital during market volatility Why proactive financial strategy matters more than reactive investing This episode is valuable for entrepreneurs, executives, founders, and professionals focused on financial growth, operational resilience, and long-term wealth management. Schedule your Leadership Operating System review at: Breakfast Leadership LeadershipOS

Could a little-known tax strategy save you thousands in retirement? In this episode of the Wise Money Show, we break down Net Unrealized Appreciation (NUA)—an advanced 401(k) strategy that can help reduce taxes on highly appreciated company stock. Learn how NUA works, who may benefit from it, the potential pitfalls to avoid, and why careful planning before retirement is essential. If you have company stock in your 401(k) or are approaching retirement, this is an episode you won't want to miss. Season 11, Episode 44 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/    Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/  or call 574-247-5898.   Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718   Watch this episode on YouTube: https://youtu.be/ypDkTyaIUG0  Submit a question for the show: https://www.korhorn.com/ask-a-question/   Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/    Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow  Instagram - https://www.instagram.com/wisemoneyshow/    Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Building wealth is one challenge. Preserving it, growing it efficiently, and passing it on to future generations is an entirely different game.In this episode, R. Kenner French sits down with financial consultant Mark Miller, partner at Hilton Tax and Wealth Advisors and manager of the Hilton Family Office. Together, they explore how family offices operate, why some of the wealthiest families in the world use them, and how many of the same principles can be applied by entrepreneurs, business owners, and investors who want to build long-term financial security.The conversation covers the origins of the family office model, the importance of coordinated financial planning, advanced tax mitigation strategies, succession planning challenges, and the growing role of artificial intelligence in wealth management.

Welcome to episode 334 of Grow Your Law Firm, hosted by Ken Hardison. In this episode, Ken sits down with Jayden Doyé, founder of Prestige Accounting & Consulting. Jayden works with law firms across the country to improve profitability, stay compliant, and implement tax strategies that reduce what they owe while supporting growth. The conversation focuses on the financial fundamentals law firm owners need to understand to run a profitable business. Jayden explains the importance of tracking key performance indicators such as profit margin, cost per case, and cash flow, and how these numbers guide better decision-making. He also discusses the risks associated with poor trust account management and why consistent reconciliation is critical to avoiding compliance issues. What you'll learn in this episode: The Key Numbers Every Firm Should Track - Why profit margin, cost per case, and cash flow are critical KPIs - How these numbers guide operational and financial decisions Managing Trust Accounts and Compliance - Why three-way reconciliation is essential for trust accounts - How small errors can lead to larger compliance risks How to Think About Marketing Spend - Why cost per case matters more than cost per lead - How to evaluate direct and indirect marketing costs Strategies to Reduce Tax Liability - How discretionary expenses can be used to manage taxable income - Why timing and planning matter when making large purchases Building Financial Stability and Growth - Why maintaining cash reserves and access to credit is important - How financial systems support long-term scalability Resources:    Website: accounting-atlanta.com LinkedIn: linkedin.com/in/jaydendoyecpa Facebook: facebook.com/jaydendoyecpa Instagram: instagram.com/prestigeaccountants Additional Resources:    https://www.pilmma.org/the-mastermind-effect https://www.pilmma.org/resources https://www.pilmma.org/mastermind 

Most agents spend their career making money.And most of them have nothing to show for it.Not because they didn't work hard enough.Because nobody taught them what to do with what they earned.You're grinding. You're building your business. You're closing deals.And the IRS is taking most of it.Or…The flip that was gonna be a cash cow and take 2 weeks ate six months of your life and barely made moneyOr…The single-family rental was great until the tenant moved out and you're stuck with the mortgage payment and the repair billThere's a better way.In this episode of All or Nothing in Real Estate, I sit down with my business partner Shawn McArthur, co-founder of Changing Lives Investments, to talk about the one vehicle that solves every problem agents have with money.Multifamily.Cash flow. Appreciation. Tax reduction. Economies of scale.We break it all down, including how we grew a property from $1.4 million to $2.4 million in 12 months and returned 120% to investors in 14.This isn't theory. We're in every deal ourselves.

Send us Fan MailWe break down depletion allowance, the oil and gas version of depreciation, and show how it can reduce taxes on production income without reducing your actual cash distributions. We also explain why many high-income investors use depletion to improve after-tax yield while keeping an eye on the rules and the real-world limits. • depletion allowance defined as a deduction tied to shrinking natural resources • why depletion can increase after-tax cash flow through paper losses • cost depletion basics using units produced and remaining reserves • percentage depletion explained as a revenue-based formula • why percentage depletion can continue beyond original investment • key limitations in loss years plus rolling unused depletion forward • working interest versus royalty interest as different investing paths • what investors see on a K-1 and where it lands on the 1040 • IDC versus depletion, upfront deduction versus ongoing deduction • example math showing why the effective tax benefit can exceed 15% of cash received • combining depletion with broader tax planning like real estate losses, charitable planning, cost segregation, Roth timing, and state planning If you're interested, you can go to https://www.prosperlcpa.com/apply to learn more. 

Do you want to learn strategies that can save you thousands, protect your wealth, and maximize the return on your investments? In this episode, Russ and Joey sit down with Tom Wheelwright, CPA, author, and expert in tax strategy for investors and business owners, to talk about the different ways smart investors legally reduce their tax burden by leveraging entities, income shifts, and the Internal Revenue Code's incentives.Tom breaks down the difference between tax strategy and tactics, exploring how business structures can protect income and reduce taxes. He explains why proper entity setup can turn passive and active income into deductions and tax advantages, and why reinvesting in your business may be one of the most powerful tax strategies available.Russ, Joey, and Tom also discuss practical examples, including family ownership structures, real estate strategies, and how to use Section 1202 for business sales to maximize tax-free gains.This episode shares tips on how to structure your business and organize your investments to enjoy tax benefits while keeping tax obligations as low as possible (without breaking any laws!)Top three things you will learn: -Understanding the right business structure to maximize your tax incentives-The difference between tax strategy and tactics -How to organize investments to legally minimize taxes while growing wealthGet your copy of Tom's book, The Win-Win Wealth Strategy:

If you've built significant wealth, knowing how to reduce taxes in retirement can have a major impact on what you keep—and what your kids ultimately receive. In this episode, Scott and Pat walk through two real-life situations: one caller facing large tax exposure from millions in pre-tax accounts, and another trying to make sure their children don't quickly spend an inheritance.  Along the way, they also touch on how areas like private credit and private equity are evolving—and what that means for investors thinking about risk, transparency, and long-term planning. If your goal is to reduce taxes in retirement while being more intentional about your legacy, this episode gives you a clear and practical framework. What You'll Learn: -How to reduce taxes in retirement with large pre-tax accounts -When Roth conversions work—and when they don't -Why RMDs can create long-term tax challenges -How to structure a trust to protect your kids' inheritance -The role of trustees and distribution strategies Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

In this episode, Jeff Hiatt, the depreciation doctor, shares expert insights on cost segregation, a powerful tax strategy for real estate investors. Learn how to accelerate depreciation, maximize tax benefits, and make smarter investment decisions with real-world examples and practical tips.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this master's class episode of the Smart Real Estate Coach Podcast, I sit down with Allen Lomax for a timely conversation on what high-income earners, retirees, and serious investors should be thinking about right now if they want to protect wealth, reduce tax drag, and build more recession-resistant income streams. Allen brings a unique lens to this because he has lived through the same kinds of market shocks many of us have, including the 2008 crash, and he now helps accredited investors reposition capital more intentionally through his Stream to Impact framework.     We talk about conditioning, why so many professionals cling to jobs and investment strategies that feel safe but are actually risky, and what it takes to move from compliance into alignment and eventually freedom. Allen breaks down why many high-income individuals are overexposed to public markets, how commercial real estate, oil and gas, and equipment-heavy businesses can create stronger tax advantages and lower correlation to Wall Street, and what kind of capital base can realistically help someone transition from working for money to having money work for them.    If you are building three paydays now and want to understand what the next level of wealth deployment can look like, this episode will open up a whole new conversation.   Key Talking Points of the Episode   00:00 Introduction 01:08 Who is Allen Lomax and why did we bring him back? 02:30 The story of Finn and recognizing life conditioning 04:13 The three stages: conditioning, alignment, and freedom 05:25 Lessons from the 2008 market crash 06:40 The shift from doing everything yourself to joining the right team 08:20 Becoming a capital raiser and working inside family-office structures 10:12 Breaking free from the J.O.B. security blanket 11:05 The 3 Paydays System 13:33 Strategies for accredited and high-income investors 16:05 Unlocking high returns and passive income timelines 17:10 Tax liability reduction and asset depreciation strategies 18:55 Non-correlating assets and recession resistance 20:13 Analyzing sector stability: multifamily, storage, and car washes 22:01 Evaluating upstream and midstream operators 24:22 How to get in touch with Allen and his team   Quotables   "Many of us move through really three stages from conditioning… then we can find alignment… and then eventually we can find our freedom."   "Hold on to that security blanket and find out, like I did, that it's not so secure."   "The bulk of the high-income individuals we're working with have anywhere from 85 to 95% of their capital in public markets. If that were me, I'd be getting it out of there pretty quickly."    Links   Episode 497: Why the Wealthy Avoid Stocks – And What They Invest in Instead with Dr. Allen Lomax https://podcasts.apple.com/us/podcast/episode-497-why-the-wealthy-avoid-stocks-and-what/id1266331428?i=1000697850727   3 Paydays® Live https://3paydayslive.com/podcast   Free Discovery Call https://smartrealestatecoachpodcast.com/discovery   3 Paydays® System Mastery Course - Use coupon code for 50% off https://smartrealestatecoach.com/qls Coupon code: pod   Apprentice Program https://3paydaysapprentice.com Coupon code: Podcast   Masterclass https://smartrealestatecoach.com/masterspodcast   3 Paydays Books https://3paydaysbooks.com/podcast   Partners https://smartrealestatecoach.com/podcastresources

Are you unknowingly losing thousands of dollars in retirement taxes?In this episode of Money on Tap, we break down the science of retirement income and how to create “income alpha”—keeping more of what you've already earned.Many retirees focus on growing their portfolio, but the real opportunity lies in tax efficiency, withdrawal strategy, and income planning.In this episode, you'll learn:• How retirement income is taxed (and why most people overpay)• The hidden impact of RMDs and Social Security taxation• What “income alpha” means and how to create it• Roth IRA strategies and tax-free income planning• The truth about the widow's tax trap and how to prepare• How charitable strategies can reduce your tax burden• Why tax planning can increase retirement income by 20–30%Retirement is not about how much you have—it's about how efficiently you use it.

AJ Lyons from DIY Cost Seg explains how cost segregation can significantly improve tax strategies for real estate investors. Learn what it is, who should consider it, common mistakes, and how to get started with affordable, online solutions.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

With markets entering correction territory, Brian and Jeremiah break down what recent volatility actually means and how investors should respond without making emotional mistakes. They explain how rising oil prices, inflation expectations, and interest rate uncertainty are driving market swings, and why having a strategy in place matters more than reacting to headlines. The conversation then shifts into actionable tax and investment planning. The guys walk through strategies like tax-loss harvesting, managing concentrated stock positions, and why reducing taxes can be just as impactful as chasing higher returns. They also highlight commonly missed opportunities, including properly funding HSAs and coordinating tax decisions with your overall investment strategy. A key segment focuses on what investors should expect from a financial advisor. After a caller shares frustration with being pushed off to a CPA, the hosts explain why true fiduciary advice should include tax-aware planning, guidance on Roth conversions, Social Security timing, and a fully coordinated strategy—not just investment management.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts Jeremiah Bates & Brian Wiley ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

What if your business could create its own insurance company, protect assets, and potentially reduce taxes?In this episode of the Know Your Numbers Podcast, Chris McCormack explores Captive Insurance, a powerful risk management and tax planning strategy used by many successful businesses. While large corporations have used captive insurance structures for years, more entrepreneurs are now discovering how this strategy can help manage risk, build reserves, and improve financial stability.In this conversation, you'll learn:• What captive insurance is and how it works• Why some businesses create their own insurance companies• How captive insurance can support risk management• Potential tax advantages of properly structured captives• Who captive insurance may be appropriate for• Common misconceptions about captive insurance strategiesIf you're a business owner, entrepreneur, or investor, understanding advanced risk and tax strategies like captive insurance could open new opportunities for protecting your company and building long-term financial strength.••••••••••••••••••••••••••••••••••••••••••••➤➤➤ 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.

Discover how real estate investors reduce their taxes to little or nothing and accelerate their wealth—using two powerful strategies built directly into the U.S. tax code. In this podcast, Peter breaks down cost segregation and 100% bonus depreciation, showing you exactly how they work and why savvy investors rely on them year after year.Key Takeaways:Cost segregation breaks your building into components you can depreciate fasterBonus depreciation lets you take those deductions all in the first yearA $7,500 cost seg study can produce a 632% ROI in tax savingsThese strategies are 100% legal and intentionally designed by CongressThis is how wealthy investors scale portfolios and reduce taxes

As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we'll get you caught up on the latest market headlines in about 20 minutes. Click here to learn more about direct indexing and if this strategy is right for you. Read the full transcript View the slides Watch the video replay

What if your biggest expense isn't your mortgage, but your income tax? In this episode, John Jantsch sits down with Jack Ojo, founder of Ojo Wealth Strategies and author of Two Smart to Be an Umpire, to break down how small business owners can legally reduce taxes and build real wealth. They cover how to reduce taxes as a small business owner, when to choose S corp vs LLC for tax savings, defined benefit pension plans for high income earners, Roth conversion strategies, and why maxing out your 401k still matters. If you're an entrepreneur looking for smarter tax planning strategies that protect against worst-case scenarios while accelerating long-term wealth, this episode delivers practical, actionable advice. Today we discussed: 00:00 From Umpire to Wealth Advisor 03:07 Reinventing After a Career Setback 06:52 Biggest Tax Myths Business Owners Believe 10:30 What to Do After a Banner Revenue Year 12:57 Salary vs Distributions Explained 14:35 Multi-State Employees and Tax Strategy 16:36 Why 401k Plans Still Win 18:31 Paying Your Kids Through Your Business 21:07 How to Connect with Jack Rate, Review, & Follow If you liked this episode, please rate and review the show. Let us know what you loved most about the episode. Struggling with strategy? Unlock your free AI-powered prompts now and start building a winning strategy today!

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss tax planning strategies designed specifically for business owners and entrepreneurs. After another year end filled with frustration around tax bills, Paul and Jordan walk through practical and proactive ways businesses can improve tax efficiency, simplify structure, and create better long term outcomes.They explore how proper entity structure lays the foundation for every strategy, along with tools such as the Qualified Business Income deduction, paying family members for legitimate work, bonus depreciation, cost segregation, research and development credits, and strategic gifting. The conversation also covers buy sell planning, exit strategies, and the importance of coordinating with tax and estate professionals. This episode provides a clear roadmap for business owners looking to reduce unnecessary complexity, retain more earnings, and plan confidently for the future.In this episode: ● Why business structure is the foundation of effective tax planning ● Common entity mistakes that create unnecessary complexity ● Key deductions and credits business owners often overlook ● How bonus depreciation and cost segregation can reduce taxable income ● Strategies for paying family members and shifting income responsibly ● Buy sell agreements and exit planning considerations ● Coordinating tax, estate, and financial planning for better outcomesThe opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

In this episode of The Missing Middle, Mike Moffatt and Sabrina Maddeaux dig into why homeownership for Canadians under 40 has fallen off a cliff. Spoiler: it's not just zoning, NIMBYs, or avocado toast. The federal government plays a much bigger role in today's housing mess than it likes to admit.They break down how rapid population growth collided with a massive slowdown in building family-sized homes, why “dog-crate condos” became the default housing plan, and how taxes, development charges, and investors quietly push prices even higher. They also ask the uncomfortable question: do first-time buyer programs actually help young people — or just lock in high prices?From down payments that feel impossible, to policies that accidentally reward investors over families, this episode gets into what's broken, who benefits, and what Ottawa could actually do if it wanted to bring the dream of homeownership back to life.If you've ever wondered how Canada managed to make buying a home feel impossible — this one's for you.00:00 – Intro: Is the dream of homeownership dead?01:08 – The Federal Role: Debunking the "Provincial Responsibility" trope01:58 – How Federal immigration and monetary policy impact housing04:12 – A Blueprint to Restore Homeownership: The 4 big hurdles06:30 – Not All Units are Equal10:22 – How Population Growth Affects Supply and Demand12:06 – Time to Reduce Taxes on Homes14:05 – Making It Easier for First-Time Buyers16:14 – Will these Policies just Drive Prices Up?17:59 – The "Second-Time Buyer" crisis and downsizing seniors21:09 – Incentivizing Seniors to Downsize22:00 - Getting investors out of single-family homes: The MURB planResearch/LinksA Blueprint to Restore Homeownership for Young Canadianshttps://www.missingmiddleinitiative.ca/p/a-blueprint-to-restore-homeownershipThe Quiet Death of the Investor Condo? MURBs May Change the Gamehttps://www.missingmiddleinitiative.ca/p/the-quiet-death-of-the-investor-condoHow to get single family homes out of the hands of investorshttps://www.thestar.com/opinion/contributors/this-is-how-the-government-can-get-single-family-homes-out-of-the-hands-of/article_0f92b0f4-e67e-4a84-aa62-2c9316492363.htmlHosted by Mike Moffatt & Cara Stern & Sabrina Maddeaux Produced by Meredith Martin This podcast is funded by the Neptis Foundation and brought to you by the Smart Prosperity Institute.

Most real estate agents overpay in taxes because they never plan their finances beyond the next commission check. In this episode, Brian Icenhower explains how real estate agents reduce taxes and increase profit margins by thinking like true business owners — not employees. Learn the simple year-end expense strategies that can save you thousands, protect next year's cash flow, and eliminate surprise tax bills before April. This is the financial leadership every agent, team leader, and broker-owner needs heading into the new year.   Book a FREE coaching call: http://CoachCallFree.com Enroll in our online courses: http://www.IcenhowerInstitute.com Sign up for coaching: http://www.IcenhowerCoaching.com Sign up for an Agent Management Portal: http://AgentManagementPortal.com Join the fastest growing Facebook Group for Top Producers: https://www.facebook.com/groups/REagentRoundTable

Tait Duryea and Ryan Gibson sit down with Toby Mathis to unpack one of the most misunderstood topics for high-income pilots: business structure and taxes. They explain when to use sole proprietorships, LLCs, S-corps, and C-corps, how losses and profits flow to your personal return, and why entity choice impacts audit risk and mortgage eligibility. This episode is a practical roadmap for pilots starting side hustles who want to lower taxes, protect assets, and avoid costly mistakes.Toby Mathis is a nationally recognized tax attorney, investor, and educator, best known for simplifying complex tax and asset-protection strategies for entrepreneurs and high-income professionals. He is a founding partner of Anderson Advisors, where he helps clients legally reduce taxes, structure businesses, and protect wealth. In this episode, Toby breaks down entity structures, audit risk, and practical tax strategies pilots can apply when starting or scaling a business.Show notes:(0:00) Intro(0:11) Why entity structure matters(1:40) Side hustles and W-2 tax offsets(3:01) Starting a business vs real estate(6:42) Flow-through Vs. C-corp taxation(8:49) Mortgage qualification pitfalls(11:38) Legitimate expense strategies(15:00) Augusta rule and home office(21:48) Why sole proprietors get audited(28:25) Profit Vs. Loss by entity type(41:20) Schedule C Vs. Schedule E risk(56:14) OutroConnect with Toby Mathis:Website: https://tobymathis.com/ YouTube: https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ Books: https://www.amazon.com/Tax-Wise-Business-Ownership-Toby-Mathis/dp/0979786002 Tax Tuesday: https://andersonadvisors.com/tax-tuesdays/If you're interested in participating, the latest institutional-quality self-storage portfolio is available for investment now at: https://turbinecap.investnext.com/portal/offerings/8449/houston-storage/ — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Do you have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Over the past month, we released a six-part video series breaking down how ultra-wealthy investors think about taxes, and more importantly, how they legally minimize them. In this episode, we've stitched the entire Tax-Aware, Long-Short (TALS™) Strategy series together to allow you to hear the full framework in one place, and we're making it our year-end podcast episode. We'll talk about why traditional tax strategies fall short for high earners, how advanced tax-aware investing actually works, and the investment structures that have historically been reserved for ultra-high-net-worth families but are now becoming accessible to more investors. If you want to see the charts, visuals, and examples that go along with this discussion, you can watch the full six-part video series on YouTubehere: https://www.youtube.com/playlist?list=PLz7lSTNSHng4fplwiwAD_26ou4CCU_GP-   Here's some of what we discuss in this episode:

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book Want to schedule a consultation? Click here: https://app.hawsfederaladvisors.com/whatservicemakessense I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

"I turn 73 next year and will have to start RMDs. Is there any way to reduce the tax impact if I don't need the money?" We're answering YOUR questions on this week's Get Ready For The Future Show! Our youngest just started college, and we're 56 and 58. We want to help with tuition but still plan to retire at 65. How do we prioritize? We inherited a lake house from my parents, but we don't use it often and the upkeep is getting expensive. Should we keep it for the next generation or sell it now? I'm 67, retired, and my term life policy is expiring soon. Our house is paid off, and the kids are grown. Do we still need life insurance? And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com! Originally aired 11/12/2025

This episode reveals how note investor Sierra Davis transformed her financial life through passive income strategies, creative deal structures, and predictable returns, offering beginners a clear and inspiring path toward building long-term wealth through notes.See full article: https://www.unitedstatesrealestateinvestor.com/rising-into-financial-freedom-through-the-power-of-notes-with-sierra-davis/(00:00) - Welcome and Guest Introduction(00:05) - Sierra's Overview of Note Investing(00:21) - Why Note Investing Appeals to Numbers Driven Investors(01:07) - How Sierra First Entered the Note Investing Space(02:30) - Using Private Money to Buy Notes(03:17) - Buying Notes at a Discount and Creating Win Win Deals(04:30) - Why Sellers Choose to Sell Their Notes(06:00) - What Happens When a Seller Financed Note Is Sold(06:57) - How Note Terms Transfer to the New Investor(07:28) - Performing vs Non Performing Notes(09:00) - Risks and Foreclosure Timelines in Different States(10:10) - Why Sierra Focuses on Performing Notes(11:04) - Closing Logistics When Notes Change Hands(11:28) - How Borrowers Are Notified of a New Note Holder(12:05) - Understanding Servicers and Borrower Communication(12:40) - The Growing Marketplace for Seller Financed Notes(13:06) - Why Good Paperwork Matters in Note Investing(14:02) - How Investors Can Structure Better Seller Financing Deals(15:00) - Qualifying Borrowers and Protecting the Note(15:45) - Down Payments, Paperwork, and Attorney Prepared Documents(16:23) - Considering Balloons and Future Tax Planning(17:05) - Using Partials to Manage Cash Flow and Reduce Taxes(18:10) - How Partials Work in Practice(19:05) - Creative Deal Structures That Serve Both Sides(20:15) - How Sierra Paid Off Her Student Loans with One Deal(21:20) - The First Note That Stopped Performing(22:05) - How She Recovered by Reselling the Property with Seller Financing(23:00) - Making Private Investors Whole Even When Borrowers Default(23:47) - Why Reserves Matter for Note Investors(24:10) - The Kansas City Deal That Became a Lesson(25:00) - Handling Non Paying Borrowers and Foreclosure Costs(25:45) - Sierra's Golden Investing Nugget(26:15) - Why Notes Complement Other Investment Strategies(27:00) - Creating Balance Between Cash Flow and Appreciation(27:45) - Investing Out of State Without Tenants or Repairs(28:10) - Sierra's Book Recommendation(28:30) - Where to Follow Sierra Online(29:00) - Episode Closing with Mattias and Erica(29:15) - Show Disclaimer and Final GoodbyeContact Sierra Davishttps://wealthwithnotes.com/https://www.facebook.com/sierra.davis.803463https://www.instagram.com/sierradavisofficial/https://youtube.com/@sierradavisofficial Your next step toward financial clarity might be closer than you think. Let Sierra's journey remind you that predictable wealth starts with one bold decision. For more guidance and interviews that elevate your future, visit https://reiagent.com

As another tax year comes to a close, many successful business owners are undoubtedly asking themselves the same question: How do I keep more of what I've earned away from Uncle Sam this year?  In this episode, I'm sitting down with Bayntree's Director of Corporate Development, Brian Hartstein, to break down year-end strategies to help entrepreneurs and high-income earners make the most of their pre-tax dollars and reduce their biggest expense: Taxes. With over 30 years of experience collaborating with business owners, CPAs, and plan administrators, Brian has seen firsthand how many companies wait until the fourth quarter to address tax planning. He emphasizes the benefits of proactive planning and how it leads to significant savings and long-term wealth creation through strategies such as SEP IRAs, 401(k)s, profit-sharing plans, and cash balance pension plans. We'll also walk you through the Retirement Plan Pyramid, and demonstrate which tools make the most sense for different business stages—from solo entrepreneurs to companies with dozens of employees.  Whether looking to shelter high income before year-end or looking for ways to use retirement plans as a competitive advantage to recruit, retain, and reward top talent, this episode will help you identify smart, actionable ways to keep more of what you earn and build your retirement wealth strategically. In this podcast interview, you'll learn:  Why most business owners wait too long to plan—and how to avoid the "fourth-quarter fire drill." The most overlooked pre-tax opportunities that can save tens of thousands in taxes. How to choose between a SEP, SIMPLE, 401(k), or cash balance plan based on your business structure. The power of the Retirement Plan Pyramid and how each layer fits your financial goals. How to use retirement plans as recruitment and retention tools for key employees. Why being proactive—not reactive—with your CPA and advisor can make all the difference. Find All Interview Resources Here - www.bayntree.com/118 Download your copy of The Entrepreneur's Financial Planning Checklist

You've heard of asset allocation, but what about asset location?  Where you hold your investments can be just as important as what you invest in when it comes to lowering your tax bill. In this new conversation, Peter with RichonPlanning and erinkennedy break down 4 simple but powerful strategies that could help keep more of your money working for you:  Traditional vs. Roth IRAs and their unique tax advantages  Tax-loss harvesting explained (with real-life examples)  Why dividend-paying stocks might belong in tax-advantaged accounts  How long-term capital gains planning can even mean a 0% tax rate with the right strategy Because, as Peter always says, it's not about what you make, it's about what you keep. If you'd like to learn how you could benefit from these strategies, please call (919) 300-5886 or visit www.RichonPlanning.com to set up a complimentary appointment.  

Ever feel like you're just paying rent…to the government? That's exactly how property taxes can feel, but they don't have to work against you. In today's episode, I break down everything you need to know about property taxes, why they matter, and how real estate can actually help you keep more of your money.I dive into the frustrations of skyrocketing property taxes, inefficiencies in government spending, and why accountability matters. Then, I reveal how strategic real estate moves—like depreciation, bonus accelerated depreciation, and 1031 exchanges—can protect your income, grow your wealth, and turn those “tax payments” into a tool for long-term financial freedom.In this episode, you'll learn:- Why property taxes feel like renting from the government- How your taxes fund communities—and where the system falls short- Smart ways Florida could use tourism to ease the burden on residents- Real estate tax strategies that keep more money in your pocket- How to grow wealth over time while legally minimizing taxes

Discover how to cut taxes, secure a second passport, and grow wealth internationally. Mikkel Thorup, one of the world's leading expat consultants with 25 years of nonstop travel, investments in 10+ countries, and a global family life. He reveals how to structure offshore wealth, gain residencies and citizenships, and build cash-flowing real estate portfolios abroad from beachfront property in Brazil to frontier plays in Paraguay.   Key Takeaways To Listen For How Mikkel turned a dyslexia diagnosis into a worldwide investment journey Why Brazil's northeast offers cash-flowing beachfront real estate under $100K The hidden tax advantages of Panama and why structure matters more than location Residencies that open doors to global mobility and tax benefits Unexpected opportunities in frontier markets   Resources/Links Mentioned In This Episode Brazil Beachfront Newsletter Paraguay Potential Newsletter Expat Secrets: How To Pay Zero Taxes, Live Overseas & Make Giant Piles of Money By Mikkel Thorup | Kindle and Paperback Mindset by Carol H. Dweck | Kindle, Paperback, and Hardcover Stay ahead in the expat world with the Expat Money Newsletter! Get insider strategies, offshore tools, and global investment insights delivered straight to your inbox. Sign up now at https://expatmoney.com/newsletter.   About Mikkel ThorupMikkel Thorup is the world's most sought-after expat consultant and the Founder & CEO of Expat Money™, a private consultancy helping high-net-worth individuals legally reduce tax burdens, secure second residencies and citizenships, and build international investment portfolios that include real estate, agricultural land, and hard assets. He hosts The Expat Money Show podcast and authored the #1 best-selling book Expat Secrets – How To Pay Zero Taxes, Live Overseas And Make Giant Piles Of Money. Mikkel also co-founded the Expat International School of Freedom & Entrepreneurship, serves as Free Cities Ambassador with the Free Cities Foundation, and sits on several boards related to construction, development, and philanthropy, including 10 Eighteen Uganda, which supports teen mothers in Uganda's Namuwongo slums.   Connect with Mikkel Website: Expat Money® | Mikkel Thorup Podcast: The Expat Money Show | Apple Podcasts and Spotify LinkedIn: Mikkel Thorup Facebook: Expat Money Instagram: @expatmoneyshow X: @ThorupMikkel   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Ex NFL player and current criminal investigator, Antomius Wise, breaks down how he has utilized his Non-profit to create massive tax returns for him and his clients.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

If you are a busy physician with kids - you don't want your Tax strategy to become another job! You want a repeatable proven framework that youcan implement in less than a few hours a week That doesn't involve risky investingJoin me on this episode as I break down1. 3 steps you can use to reduce your tax bracket by the end of the year2. Even if you have no investing experience or tax knowledgeEven if you are working full time without hours each week to spareSo enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire.

In this episode, I discuss the tools available in 2025 and for the next few years that allow business owners and high-earning W2 earners to eliminate the very destructive higher tax brackets without taking risk that you lose all the investment. Saving your hard-earned money from taxes is a powerful emotion and enables the "tax tail to wag the dog" - we get into investments we would not have made with people we don't know because of this emotion. Listen in to hear how reducing taxes is achievable with lower risk strategies in Hierarchy of Wealth Tier 2 - things you directly control.   Highlights Personal connection to taxes pain. Parable of earning money value. Lessons from failed investments. Questioning ethical tax reduction. Real estate depreciation strategy. Hierarchy of wealth explanation. Section 179 and business benefits. Captive insurance as a strategy. Comfort with paying reasonable taxes.   Links and Resources from this Episode Connect with Gary Pinkerton https://www.paradigmlife.net/  gpinkerton@paradigmlife.net https://garypinkerton.com/  https://clientportal.paradigmlife.net/WealthView360    Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Audible Subscribe with Listen Notes Subscribe with RSS  

Noah Rosenfarb is a third-generation CPA and the Founder of Wealthrive, which empowers high-achieving entrepreneurs to leverage tax strategies and generational wealth. He has sold eight companies and completed over 50 real estate investments valued at almost $1 billion. Noah is also an author, podcast host, and thought leader in exit planning. In this episode… For entrepreneurs approaching a business exit or seeking lifestyle freedom, the stakes are high and the path can be uncertain. Many struggle with designing a fulfilling post-exit life, navigating complex tax strategies, and making confident, values-aligned decisions. So, how can business owners exit on their terms, reduce financial friction, and build a life they don't need a vacation from? Noah Rosenfarb, a seasoned CPA, investor, and exit strategist, shares a powerful framework for turning these challenges into opportunities. Drawing from his Lotto Method, he encourages entrepreneurs to envision life as if they'd already won the lottery, then take deliberate steps to live that reality. Noah outlines how to structure tax-efficient investments, use retirement plans creatively, and prepare for a meaningful transition before selling a business. His insights stress clarity, courage, and purpose as critical tools for lasting success. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz interviews Noah Rosenfarb, Founder of Wealthrive, about living intentionally before and after selling a business. Noah explains how the Lotto Method shapes life decisions and financial planning. He also discusses innovative tax strategies, the value of real estate investing, and how to travel the world while homeschooling.

Republicans in the North Carolina legislature want to free up more than $100 million a year in state funding from higher education through tuition hikes and cost cutting. WRAL State Government Reporter Will Doran explains why UNC System students could soon be paying more for less — and how it all figures in to the GOP tax strategy.

As you save for retirement, it's not just about having a retirement account, it's about having the right types of accounts and knowing how to use them most effectively. So today's video will break down the four most important retirement accounts you should consider having and the strategies you can implement to get the amount of income in the most tax efficient way. Here's some of what we discuss in this episode:

In this episode, Dr. Preston Cherry breaks down why taxable brokerage accounts are a smart tool for building long-term wealth. While the word “taxable” might sound like a disadvantage, these accounts offer surprising benefits: flexible withdrawals, lower taxes on gains, and smart strategies like tax loss harvesting. They're also great for estate planning, giving your heirs a valuable step-up in cost basis. When used right, these accounts can play a powerful role in your financial plan.Takeaways:• Build long-term wealth• Lower tax rates• Withdrawal flexibility• Offset investment losses• Boost estate valueWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

On this special edition of the Dentist Money Show, Ryan and Rabih go live on Dentist Advisors' YouTube to explain tax-loss harvesting. They unpack how investors can use the market downturns as opportunities to optimize their portfolios, reduce tax liabilities, and stay aligned with long-term goals. They highlight the mechanics of tax-loss harvesting, portfolio rebalancing, and how to stay strategic in turbulent times. Stay informed on 2025 market updates here or watch the full live video. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack, CPA and founder of Better Books Accounting, dives deep into the powerful combination of cost segregation and 1031 exchanges.Are you a real estate investor looking to maximize your tax savings and accelerate your portfolio growth? This episode is for you! Chris breaks down the intricacies of both strategies, explaining how they work individually and together to create a wealth-building machine.Learn about the basics of cost segregation and 1031 exchanges and how to avoid common pitfalls that could lead to significant tax bills. Chris also shares real-life examples of how these strategies can save you thousands and some of the actionable tips to implement these strategies in your own portfolio.If you're planning to sell a property or expand your portfolio, reach out to a CPA who specializes in real estate tax planning. For personalized advice, schedule a consultation with Chris through the link in the description!Stay tuned 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 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.

The clock is ticking to tax day, and you could be stuck with a big tax bill. Thankfully, if you own real estate, reducing your taxes is easy. Don't know which write-offs to take? We brought CPA and real estate investor Amanda Han on the show to break down the most crucial tax-saving tips for real estate investors. Plus, she sheds light on President Trump's tax plan, how it could significantly benefit real estate investors, and what changes to watch for. If you're not taking advantage of write-offs like depreciation or boosting your retirement with tax-deferred real estate investing, you could be missing out on tens of thousands, if not hundreds of thousands, in tax savings. Keep more money in your pocket come tax day by following Amanda's tips (you don't even need a CPA to take advantage of some of these!).  Will Trump bring back the holy grail of tax deductions—100% bonus depreciation? Could he make “SALT” (state and local tax) deductions uncapped so you can lower your federal taxes even more? What about the other “tax-free” income source that could become a reality in President Trump's second term? Amanda is sharing info on all of it so you can pay less taxes, keep more of your hard-earned money, and invest faster! In This Episode We Cover: The one massive real estate tax deduction that President Trump could bring back soon One real estate write-off every single investor should take advantage of NOW How to use your retirement accounts to buy real estate (and defer your taxes!) “SALT” deductions and how this could significantly reduce your federal income taxes  Do you really need a CPA to take advantage of real estate tax deductions? And So Much More! Links from the Show Join BiggerPockets for FREE Let Us Know What You Thought of the Show! Ask Your Question on the BiggerPockets Forums BiggerPockets YouTube Invest in High-ROI Turnkey Rentals with Rent to Retirement or Txt REI to 33777 Sign Up for BiggerPockets Momentum 2025 to Supercharge Your Investing This Year Grab Amanda's Books on Real Estate Tax Strategies Find Investor-friendly Tax and Financial Experts 4 Real Estate Tax Strategies That Can Protect You From Inflation Connect with Amanda Connect with Dave (00:00) Intro (02:27) Huge Tax Savings of Real Estate (08:05) DON'T Forget About This (13:08) Investing with Retirement Accounts (20:53) New Trump Tax Policies (26:22) “SALT” Tax Savings (31:37) Will Capital Gains Change? Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/real-estate-1076 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tommy Thornburgh, President of Prime Corporate Services, attributes the company's success over the past decade to his dedicated team, which has helped over 100,000 entrepreneurs structure their businesses effectively. As the driving force behind webinars and events, he leads 50 Corporate Advisors who assist over 400 new entrepreneurs daily. Tommy's journey began in door-to-door pest control sales, where he learned about the challenges of taxes, and later he worked at Clearlink before joining PCS. He fosters a close-knit family culture at the company, and in his free time, he enjoys golfing and spending time with his wife and young daughter.   Here's some of the topics we covered:   The Reason Why Tommy Helps Investors and Entrepreneur Proactive vs Reactive Tax Planning Strategies To Cut Taxes Drastically Health Savings Accounts Ninja Trick to Cut Taxes if You Have Children Business Credit For Business Related Expenses The 3 Questions To Ask Yourself Before Setting Up A Business   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

In this episode of Passive Income Pilots, Tait Duryea takes you back to one of the most downloaded episodes in the show's history with Toby Mathis from Anderson Advisors. Discover how tax laws can work for you through real estate investments, cost segregation, and bonus depreciation strategies. Toby breaks down the game-changing legal strategies high-income earners can use to reduce their tax burden and maximize returns drastically. If you're a pilot frustrated with taxes or looking to level up your knowledge, this episode is packed with powerful insights.Toby Mathis is a tax attorney, author, and principal at Anderson Advisors, where he has spent over 25 years advising investors and business owners on tax strategies. He is also a member of the Forbes Real Estate and Finance Council. As both an experienced real estate investor and a legal expert, Toby brings practical, actionable insights to the show. He specializes in helping high-income earners legally reduce their tax burden through real estate, business structures, and creative legal strategies. Toby is also known for his popular bi-weekly webinar, Tax Tuesday, and his #1 bestselling book "Infinity Investing," published by Forbes Books.Enjoy the show!Show notes:(0:00) Intro(01:13) Economic update and job market trends from the Federal Reserve Beige Book(05:03) Tax challenges for pilots and strategies to reduce taxable income(08:49) Debunking myths about LLCs and creating tax-deductible losses(12:57) Understanding income types: active, portfolio, and passive income(17:10) Can passive losses offset W-2 income for pilots?(19:30) Tax implications of owning a business versus owning real estate(23:11) Bonus depreciation and maximizing tax benefits with real estate investments(31:46) Real estate professional status: how pilots can qualify and benefit(45:31) Combining Airbnb with long-term rentals for optimal tax strategies(58:04) Cost segregation and accelerating depreciation for significant tax savings(1:10:05) OutroConnect with Toby:Company Website: https://andersonadvisors.com/ Website: https://tobymathis.com/ Youtube: https://www.youtube.com/@TobyMathis Free Tax Webinar: https://andersonadvisors.com/tax-tuesdays/ Toby takes a deep dive into taxes at Spartan Investment Group:Tackling the Toughest Tax Questions of all Time!https://www.youtube.com/watch?v=GX8rFZSGeVc — You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/vKertaY_ZGM Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf     ----     To learn more about how Vinney can help you, click here - https://linktr.ee/VinneySmileChopra   Smile Always and Be Happy!     -----     Unlock the secret playbook of small business owners and save

Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawbacks of each account type is key to optimizing your adjusted gross income and navigating evolving tax laws.ALSO in this podcast: MOH - Molina Healthcare Inc. (NYS), BMY - Bristol Myers Squibb Co. (NYS), ULTA - Ulta Beauty Inc. (NAS), MU - Micron Technology Inc. (NAS), FSTA - Fidelity MSCI Consumer Staples Index ETF (ETF), SBUX - Starbucks Corp. (NAS), SSNC - SS&C Technologies Holdings Inc. (NAS), DFFVX - DFA US Targeted Value Portfolio; Institutional (FUND); plus Decliner birth rates and impact on investors, strike price for call options, U.S. fiscal outlook and the deficit, IMF comments from Luke, possible private offerings for ETFs (BlackRock).Our Sponsors:* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Looking for tax deduction?In this episode of The Business Ownership Podcast I interviewed Shauna A. Wekherlein. She is the Top 1% of Tax Strategists in the USA, specializing in Business Tax Strategy & Real Estate. She has 20+ years in tax field working specifically for Business Owners, Self-employed, and Investors to actively create custom strategies to maximize deductions and reduce their tax burdens to the legal minimum. With over 4700 tax plans written thus far, the Tax Goddess team has been able to help clients save over $1.12 Billion in taxes. Learn how to save on taxes. Check this out!Introduction to Tax Goddess Page: https://taxgoddess.com/growth-team/Shauna on LinkedIn: https://www.linkedin.com/in/taxgoddess/"The 6% Life: 7 Strategies That Successful Entrepreneurs Use to Reengineer Their Life to Consistently Pay Less Than 6% in Taxes" book on Amazon: https://www.amazon.com/Life-Strategies-Successful-Entrepreneurs-Consistently/dp/0996032916Book a call with Michelle: https://www.AwarenessStrategies.com/m30Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscalingLooking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/Digital Adoption Roadmap: https://www.awarenessstrategies.com/digital-adoption-roadmap/ 

Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should convert to Roth to pay as little tax as possible, today on Your Money, Your Wealth® podcast 471 with Joe Anderson, CFP® and Big Al Clopine, CPA. Johnny and June forgot to convert their backdoor Roth money - are they in trouble? Darren in Nevada has no plans at all to do Roth conversions, but surprisingly still listens to YMYW, and still wants a spitball on his retirement and real estate investment strategies. Plus, can Lolly Pop in New Jersey be less miserly and back off on saving for retirement? Can John in South Carolina use this year's lower income to reduce his Medicare premiums? And finally, if Ordinary Guy in Boston meets an untimely demise, should that change his plans to retire early? Access this week's free financial resources and the episode transcript in the podcast show notes, and Ask Joe & Big Al On Air for your Retirement Spitball Analysis, at https://bit.ly/ymyw-471 Timestamps: 00:00 - Intro 00:58 - Can I Use This Year's Lower Income to Reduce My Medicare Premiums? (John, South Carolina - voice) 04:39 - Forgot to Convert our Backdoor Roths. Are We in Trouble? (Johnny and June, Oakland, CA - voice) 07:47 - Is Retiring This Year Doable? Should We Convert to Roth? $1.8M Saved, Spend $140K/Year (Big Tex - voice) 13:55 - DIY Retirement Guide - limited time offer - download by Friday, March 8, 2024! 15:05 - Should I Convert My Entire SEP-IRA If I'm Staying in the Highest Tax Bracket? (Paul, Baltimore, MD) 20:51 - $11M+ at Age 46. How Much Roth Conversion and When to Retire? (Nick, AL) 24:42 - Can I Back Off on Retirement Saving So I Can Be Less Miserly? (Lolly Pop, NJ) 30:43 - Financial Markets Master Class webinar - watch on demand 31:24 - Spitball on My Retirement and Real Estate Investment Strategies (Darren, NV) 38:28 - Should My Untimely Demise Change Our Early Retirement Plans? (Ordinary Guy, Boston, MA) 48:10 - The Derails

Questions? Comments?In the new year, you can save even more for retirement on a tax-advantaged basis. Take full advantage of your opportunities to save now and in the future. Plus, listeners want to know:How should excess money in an HSA be invested?What should be done with a $500,000 inheritance?Learn more about your ad choices. Visit megaphone.fm/adchoices

In the new year, you can save even more for retirement on a tax-advantaged basis. Take full advantage of your opportunities to save now and in the future. Plus, listeners want to know: How should excess money in an HSA be invested? What should be done with a $500,000 inheritance? Learn more about your ad choices. Visit megaphone.fm/adchoices