POPULARITY
3 episodes with tax reduction
3 episodes with tax reduction
2 episodes with tax reduction
4 episodes with tax reduction
2 episodes with tax reduction
2 episodes with tax reduction
2 episodes with tax reduction
2 episodes with tax reduction
3 episodes with tax reduction
Trouble with taxes as a foreigner with business in the US? Or how can you legally reduce your tax to $0? Adam Bergman is a 9-time author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Adam is a leading voice in the self-directed retirement industry and has been interviewed on CBS News and quoted in over one hundred and thirty major news publications in retirement tax planning - listen to one of the best tax interviews this season.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal***WHY LISTEN TO OUR INTERVIEW WITH ADAM BERGMAN:[00:00-04:40] It all started with IRAs[04:41-07:25] Real Estate Investments with IRA and 401k[07:26-15:02] Leverage saving accounts BETTER I[15:03-16:12] Sponsor: Franchising made easy[16:03-20:48] Leverage saving accounts BETTER II[20:49-26:44] International Investments and Tax Implications[26:45-29:37] Get the best tax advice to your door[29:38-32:18] Sometimes it's all luckReach out to Adam at https://www.irafinancial.comAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!
Join the Three of Seven Project team as they discuss important topics. This Episode is brought to you by our partners: Check out our favorite clothes that we wear everyday at BARBELL APPAREL WEBSITE Barbell Apparel was founded with a simple vision: clothing should be better. Founded by a team of friends and athletes, we started our story by launching our Athletic Fit Jeans on Kickstarter. That campaign grew past our wildest expectations, becoming the 2nd most funded fashion project of all time, and sparking a change across the fashion industry to bring "Athletic Fit" mainstream. Check out 3 of 7 Project https://www.3of7project.com Apply for Rite of Passage at: https://www.3of7project.com/train Thank you for supporting Three of Seven Podcast on Patreon at: www.patreon.com/threeofseven Three of Seven Project Store https://3of7project.myshopify.com/pages/shop Apply for The Basic Course at: https://www.3of7project.com/train Check out the Three of Seven Project Youtube channel at: Three of Seven Project Youtube Nuff Said.
The news of Texas covered today includes:Our Lone Star story of the day: Shooting down drones over your property; competing tax cut ideas; Ivermectin over the counter, and; more from the 89th Texas Legislature. I explain why the Senate's focus on property tax reduction through increasing the homestead exemption is the better path from a philosophical point of view.Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Dallas Fed reports the Texas Service Sector and Retail did well in February but with a very bad attitude!More hypocrisy from the Left and media reporters on the much vaunted, by them, “separation of church and state.” When it comes to using churches to stop the enforcement of laws Leftists dislike, then it's all well and good for government to hand out special accommodation to churches.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
In this episode, Dr. Preston Cherry breaks down estate planning trusts and why they matter for high-income and high-net-worth folks—not just the uber-wealthy. He explains three key types: Revocable Living Trusts, Irrevocable Life Insurance Trusts, and Charitable Remainder Trusts, showing how they help protect assets, reduce taxes, and ensure your wishes are honored.Key Points:• Avoid probate hassles• Stay in control (Revocable Trusts)• Reduce estate taxes (Irrevocable Trusts)• Support charities & save (Charitable Trusts)• Ensure asset protectionWant 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'Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/
In this episode, the discussion revolves around essential strategies for retirement planning, focusing on tax reduction, healthcare costs, long-term care, the validity of the 4% withdrawal rule, and managing income amidst inflation. Kevin shares real-life examples of clients who successfully reduced their taxable income and emphasizes the importance of having a comprehensive plan to address healthcare expenses and long-term care needs. The conversation also critiques the traditional 4% rule for withdrawals in retirement, suggesting that a more personalized approach is necessary for financial security. Get your Complimentary Tax Analysis TODAY! Social Media: Facebook I LinkedIn See omnystudio.com/listener for privacy information.
A Clare auctioneer is arguing the delivery of housing targets committed to as part of the new programme for government won't be possible without tax reductions for first time buyers. It comes amid accusations in the Dáil this week that the Government misled the public during the election campaign about housing figures. 30,000 homes were built last year, 10,000 fewer than what was initially promised, while over 300,000 new homes have been promised between 2025 and 2030. Managing Director of DNG O'Sullivan Hurley in Ennis, Douglas Hurley, says reducing the cost of new homes is a better alternative otherwise the country will experience affordability issues.
Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ In this episode, we uncover the three levels of asset protection that are rarely discussed by experts. Moving beyond traditional domestic strategies, Mr. Henderson explores how international trusts and company structures empower investors and entrepreneurs to legally and ethically safeguard their wealth. He also highlights the benefits of international diversification, explaining how an offshore asset protection plan can not only protect your assets but also unlock new opportunities for growth and financial success. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this episode should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.
In this episode of Ask Loral, Loral speaks with individuals and families looking to gain control of their finances, reduce their tax burden, and create multiple streams of income. Whether it's restructuring existing businesses, leveraging high-income W2 positions, or exploring new investment strategies, Laurel provides actionable advice tailored to their unique situations.Loral's TakeawaysOptimizing Tax StrategiesCorporate Structure and Asset ProtectionBuilding Wealth through Strategic InvestmentsCreating Passive Income StreamsMeet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in...
Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors
Send us a textHey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Nate Bradshaw. Nate is the co founder and Chief Operating Officer at B10 Energy. Nate is an expert in energy tax savings for private equity funds and family offices with over $20 billion in AUM. Now I know what some of you are thinking, taxes are just a line item on my income statement why should I even care this much about it? Well, you should care because Nate and his team at B10 Energy are bringing tax savings to investors through energy tax credits so that they too can enjoy their pursuit of Making Billions.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Nate is the co founder and Chief Operating Officer at B10 Energy. Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.
In this second part of our year-end tax reduction series, we dive deeper into actionable steps to reduce your long-term tax burden. If you missed part one, we discussed what makes up taxable income, tax planning vs. tax preparation, and got into some year-end tax planning strategies. In this episode, we're shifting the focus to strategies you can implement now to minimize your future tax liability. Stay tuned to learn about Roth conversions, charitable giving, and more ways to keep more money in your pocket. With the Tax Cuts and Jobs Act set to expire soon, now is the time to act. Listen today to avoid surprises come tax season! Here's some of what we discuss in this episode: 0:00 – Intro 4:12 – Roth conversions explained 9:27 – Charitable strategies 14:55 – When stock options should be exercised 16:44 – Tax harvesting 19:51 – The annual gift exclusion 22:03 – Avoiding the big surprise Donor Advised Funds Video - https://youtu.be/RTZMTCrKqCs Qualified Charitable Distributions Video - https://youtu.be/Q3amqWf_G-Y Want to get in touch? Web: https://sierensfinancialgroup.com/ Email: office@sierensfinancialgroup.com Phone: 847-235-6989 Read more and get additional financial resources here: http://lifemoneyshow.com Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
Politically Entertaining with Evolving Randomness (PEER) by EllusionEmpire
Send us a textUnlock the secrets of the ultra-rich and discover how you too can pay fewer taxes! In this illuminating episode of Politically High Tech, we bring in tax wizard Sally Gimon, who reveals the Rockefeller Spendthrift Trust—a powerful tool for legally slashing your tax bill. Learn how this specialized trust, crafted by a Harvard law professor, has stood the test of time without a single audit and how it can help those earning at least $80,000 annually cut their federal and state income taxes dramatically.We traverse the fascinating history of the Spendthrift Trust, from its origins in the time of King Henry VIII to its modern applications under IRS tax code 643B. Sally shares her compelling personal experience as a real estate investor, illustrating how she and others have benefited enormously from this unique trust structure. Understand the differences between this and your typical family trusts, and why the irrevocable, complex, discretionary, and non-grantor nature of the Spendthrift Trust makes it a game-changer for wealth building.But it's not all about taxes. We delve into the critical importance of safeguarding your financial information in an era rife with hacking and data breaches. Sally recounts her own challenges with fraudulent transactions and IRS audits, offering invaluable advice on how to protect yourself. By the end of this episode, you'll grasp not only the legal avenues for reducing your tax burden but also the broader implications of financial security and freedom. Don't miss our heartfelt closing story on turning small efforts into significant rewards—proving that resourcefulness is a cornerstone of financial success.Follow Sally Gimon at ...Her Websitehttps://thetrustisyou.com/?rf=DavB4BzSyyH93cvqaPAOFacebookhttps://www.facebook.com/SallyGimonYouTubehttps://www.youtube.com/@sallygimonLinkedinhttps://www.linkedin.com/in/sally-gimon-46142928a/TikTokhttps://www.tiktok.com/@sally.gimon?lang=enIf you want to be on my podcast, join Podmatch by clicking on the link provided.https://www.joinpodmatch.com/politically-high-techSupport the showFollow your host atYouTube and Rumble for video contenthttps://www.youtube.com/channel/UCUxk1oJBVw-IAZTqChH70aghttps://rumble.com/c/c-4236474Facebook to receive updateshttps://www.facebook.com/EliasEllusion/Twitter (yes, I refuse to call it X)https://x.com/politicallyht
You've worked hard for your money, and naturally, you want to keep as much of it as possible instead of handing it over to Uncle Sam. Fortunately, there are smart strategies to help reduce your tax burden and keep more of your earnings where they belong- in your pocket. And, as the end of the year approaches, it's the perfect time to start thinking about these tax reduction strategies. In part one of this two-part conversation, Scott breaks down the difference between tax preparation and tax planning and provides a detailed walkthrough of a hypothetical couple's financial situation to illustrate how different income sources and savings impact their taxable income. As the episode progresses, he shares several year-end tax strategies that you should consider implementing before December 31. Here's some of what we discuss in this episode: 0:00 - Intro 6:47 – Tax preparation vs. tax planning 9:22 – How income planning ties into tax planning 17:47 – Understanding what your taxable income is 23:06 – Tax brackets 27:19 – Workplace retirement plans 32:08 – Health Savings Account 33:37 – Backdoor Roth IRA Want to get in touch? Web: https://sierensfinancialgroup.com/ Email: office@sierensfinancialgroup.com Phone: 847-235-6989 Read more and get additional financial resources here: http://lifemoneyshow.com Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
Taxes are inevitable, but paying more than necessary isn't! Join us in this episode with Bob Gauvreau as we explore legal ways to reduce your tax burden. Perfect for individuals and business owners who want to take control of their finances. Tune in and discover actionable strategies that can help you save big on taxes.
Total Wealth & Wellness Radio - August 10, 2024
On July 1st, the excise tax on heated tobacco products (or HTPs) was dropped unannounced by fifty percent. Speaking on the change, Associate Health Minister Casey Costello sez the reduction will help the government test the effectiveness of HTPs as a tool to help people quit smoking. However, given Costello's previous parroting of tobacco industry talking points, there are worries that this change could also be coming from industry backed research. In addition, the scientific research to support the use of HTPs is slim to nonexistent. Wire host Castor to professor of public health at the University of Otago and co-director of the Aspire Aotearoa Research Centre, Janet Hoek, about heated tobacco products and the evidence to support them.
On July 1st, the excise tax on heated tobacco products (or HTPs) was dropped unannounced by fifty percent. Speaking on the change, Associate Health Minister Casey Costello sez the reduction will help the government test the effectiveness of HTPs as a tool to help people quit smoking. However, given Costello's previous parroting of tobacco industry talking points, there are worries that this change could also be coming from industry backed research. In addition, the scientific research to support the use of HTPs is slim to nonexistent. Wire host Castor to professor of public health at the University of Otago and co-director of the Aspire Aotearoa Research Centre, Janet Hoek, about heated tobacco products and the evidence to support them.
Christian McPherson, the newest team member of the McPherson Financial Group, shares his experience and journey in the financial industry. Christian recently passed his CFP exam and joined the McPherson Financial Group to continue the legacy of his family's firm. He highlights the importance of building deep relationships with clients and the value of working as a team. The conversation also touches on the significance of planning for retirement, managing investments, over planning, reducing taxes, and incorporating charitable giving into financial plans. For more information visit www.artofmoneyradio.com See omnystudio.com/listener for privacy information.
On this Weekly Update with Rep. Martin Causer (R-McKean, Potter & Cameron), we discuss efforts to reduce the tax burden on Pennsylvanians, a push to boost the forest product industry, and an upcoming local career fair.
Welcome back to Passive Income Pilots! In this episode we delve into essential tax strategies tailored specifically for pilots. With the expertise of Toby Mathis from Anderson Advisors, we explore five key ways you can reduce your tax liability effectively. Toby brings his depth of tax knowledge directly to our pilot audience, discussing everything from maximizing deductions to strategic asset management. Additionally, we'll cover an intriguing opportunity for pilots interested in aircraft ownership—how purchasing an airplane can not only serve personal and professional needs but also offer significant tax advantages. If you're looking to navigate the complexities of taxes with ease and make informed decisions that could save you thousands, this episode is your must-listen guide.Timestamped Show Notes:(00:00) - Introduction to the episode with hosts Tait and Ryan.(01:29) - Introduction of the guest, Toby Mathis, and discussion on tax and legal workshops.(04:02) - Explanation of tax brackets and progressive tax systems.(05:13) - Discussion on aircraft ownership, benefits, and deductions related to taxes.(10:24) - Detailed analysis of leasing aircraft and tax implications.(17:15) - Strategies for pilots to utilize aircraft ownership for tax advantages.(23:46) - Overview of various tax reduction strategies and charitable giving.(28:36) - Introduction to tax and legal workshops offered by Toby's firm.(32:02) - Five top tax tips for pilots including HSA benefits.(44:58) - Discussion on solo 401k benefits and other tax-deferred accounts.(53:15) - Conclusion and thanks to guest Toby Mathis.Resources Mentioned:Tax & Asset Protection WorkshopDallas Conference June 27-29Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe 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. The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts. Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended. Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing.
Gene and Alyssa answer buckets o' questions: Is it ok with the IRS if business owners just pick their salaries? What is the penalty if you need to cash in an I-Bond early? How do mutual fund or exchange traded funds impact the returns an investor might see? If most of your assets are in IRAs should you also set up a trust for your kids? Lots more . . . Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor? Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
The news of Texas covered today includes:Our Lone Star story of the day: Study of the Texas Republican efforts at property tax reduction over the past 3 legislative session, from a not-friendly-to-Republicans source, shows tax reduction has generally been very successful statewide. Read it here: https://www.texastribune.org/2024/04/26/texas-property-tax-cuts-analysis/Our Lone Star story of the day is sponsored by Allied Compliance Services providing the best service in DOT, business and personal drug and alcohol testing since 1995.Harris County District Attorney Ogg infuriates Houston's Democrat Party political machine by preserving justice in handing a key case to the Texas Attorney General's office.More on the despicable pro-Hamas demonstrations at UT-Austin and elsewhere: UT president called DPS for help Charges dropped by Dem judge and DA against most UT Austin protesters Associated Press under fire for calling antisemitic anti-Israel demonstrations ‘anti-war' protests Clueless Columbia student at NYU rally: ‘Why are we protesting?' Hamas Loses Its Grip: Gazans Speak Out against It Lubbock's voter turnout is almost double any May election for 20 years. Conservatives must get out and vote. See my Lubbock voter recommendations here.Listen on the radio, or station stream, at 5pm Central. Click for our radio and streaming affiliates.www.PrattonTexas.com
No one enjoys paying taxes. However, when you do pay them, don't complain about having a large tax bill too much, because it means you earned a lot of income. The thing to do is find ways to reduce, or even eliminate, the taxes you owe. In this episode, we reveal to you some of our favorite tax reduction strategies we use to help our clients. Later, we share why chasing the highest interest rates for your cash may not always be the best idea.
In this episode, David Hollander, also known as The Sandman, takes us through the complexities of managing taxes with the deadline of April 15th looming. With the national debt hitting $34 trillion, it's more important than ever to be informed about how taxes impact retirement planning. David, with his 30 years of experience, discusses 10 strategies for potentially reducing your tax burden if you're nearing or in retirement. Whether you're curious about how to better prepare your taxes or interested in exploring ways to be more tax-efficient, this episode offers insights and considerations. From debunking common myths about Social Security and taxes to providing a closer look at the implications of the national debt on future taxation, tune in for a thoughtful exploration of tax planning for retirees. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
In this episode, David Hollander, also known as The Sandman, takes us through the complexities of managing taxes with the deadline of April 15th looming. With the national debt hitting $34 trillion, it's more important than ever to be informed about how taxes impact retirement planning. David, with his 30 years of experience, discusses 10 strategies for potentially reducing your tax burden if you're nearing or in retirement. Whether you're curious about how to better prepare your taxes or interested in exploring ways to be more tax-efficient, this episode offers insights and considerations. From debunking common myths about Social Security and taxes to providing a closer look at the implications of the national debt on future taxation, tune in for a thoughtful exploration of tax planning for retirees. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
Thanks to Oakbrook Terrace's Goldstone Financial Group, you can retire with confidence. Start maximizing your retirement savings and lowering your taxes today with their trusted help. Go to https://goldstonefinancialgroup.com/ to find out more. Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com
Total Wealth Radio from Saturday, February 17th, 2024
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Should Peter LemonJello, who has high income, and his wife, who is retired with zero income, file their taxes as married filing separately so they can start Roth conversions? What are the tax implications of Roth conversions for Randy in Chi-town, an early retiree in the 32% tax bracket? Caity with a C in SLC is self-employed and over the income max to contribute to a Roth, so now what? And Ben in Oceanside, CA wants to know what impact Roth conversions will have on required minimum distributions after age 73? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on all these Roth conversion tax reduction strategies, today on Your Money, Your Wealth® podcast 466. Plus, does the math make sense on a company-matched Kai-Zen indexed universal life insurance policy for Kickass Seabass in New Jersey? Ed in Virginia wants to know the earnings limits for family Social Security benefits. But first, can JJ in Florida's retirement portfolio handle withdrawals of $150,000 per year? And from the banks of the Mighty Mississippi, what should midwestfabs' post-employment asset allocation be? 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-466 Timestamps: 00:00 - Intro 01:12 - Can Our Retirement Portfolio Handle $150K Annual Withdrawals? (JJ, FL) 04:08 - What Should My Asset Allocation Be, Post-Employment? (Midwestfabs) 11:43 - 2024 Financial Market Outlook: read the blog by Brian Perry, CFP®, CFA, Pure Financial Advisors' Executive Vice President and Chief Investment Officer 12:39 - Tax Spitball: Married Filing Separate and Start Roth Conversions? (Peter LemonJello, FL) 14:58 - Roth Conversion Tax Implications for an Early Retiree in the 32% Bracket (Randy, Chicago) 21:34 - Self-Employed and Over the Max to Contribute to Roth – Now What? (Caity, Salt Lake City) 25:07 - Impact of Roth Conversions After Age 73 on RMDs (Ben, Oceanside, CA) 28:12 - Mile Markers to Retirement - YMYW TV Retirement Readiness Guide - free download 28:52 - Does the Math Make Sense on a Company-Matched Kai-Zen IUL Policy? (Kickass Seabass, NJ) 34:53 - Social Security Family Benefits Earnings Limits (Ed, VA) 42:42 - The Derails
Thanks for joining me on "The Art of Medicine with Dr. Andrew Wilner." My special guest today is Bill Martin, CFA, Chief Wealth Officer at Earned Wealth. During this 30-minute program, we discuss the unique and sometimes challenging financial situation of physicians. For example, although doctors may be relatively high earners, because of lengthy postgraduate training programs that can last up to 7 years after medical school, doctors may not start earning high salaries until much later than their nonphysician peers. In addition, they are often saddled with enormous college and medical school debt. Bill explains his approach to helping physicians optimize their investments and savings to ultimately achieve “financial wellness.” He contrasts wealth managers who operate as “fiduciaries” versus “brokers.” He also defines the designations “CFP” and “CFA.” Bill is the author of “The Smart Financial Advisor,” which offers tips to his colleagues about employing financial technology and goals-based investing. Bill explained that Earned Wealth offers several tiers of service. The first one is a free financial planning app, available at your app store. On Apple, it's easy to find with a large green “E” at “Earned.” The next tier is an in-depth financial overview available for a one-time fee. If applicable, Earned Wealth offers a number of ongoing financial services for physicians who choose to become regular clients. I think you'll enjoy listening to Bill explain a little bit about financial services and how they may apply to your situation. You can contact Bill through Earned Wealth:http://www.earnedwealth.comFor our listeners, Earned Wealth is offering $500 towards your Wealth Diagnostic with code ArtOfMed. The Wealth Diagnostic is a deep check-up on your finances, billed on a flat fee. Learn more here: https://earnedwealth.com/services/wealth-diagnostic If you enjoy an episode, please share with friends and colleagues. "The Art of Medicine with Dr. Andrew Wilner" is now available on Alexa! Just say, "Play podcast The Art of Medicine with Dr. Andrew Wilner!" To never miss a program, subscribe at www.andrewwilner.com. You'll learn about new episodes and other interesting programs I host on Medscape.com, ReachMD.com, and RadioMD.com. Please rate and review each episode. To contact Dr. Wilner or to join the mailing list: www.andrewwilner.com To support this program: https://www.patreon.com/andrewwilner Finally, this production has been made possible in part by support from “The Art of Medicine's” wonderful sponsor, Locumstory.com, a resource where providers can get real, unbiased answers about locum tenens. If you are interested in locum tenens, or considering a new full-time position, please go to Locumstory.com. Or paste this link into your browser: ...
On the 2024 primary campaign trail, former President Donald Trump promises a swift crackdown with illegal immigrants at the border, along with mass deportations to take place as soon as he once again takes office in January 2025.Rep. Scott Bottoms (R-15, El Paso) joins Dan to discuss HB24-1065, a bill he has sponsored concerning a reduction of the state income tax rate in Colorado, answering Gov. Jared Polis (D) repeatedly calling on the General Assembly to deliver such a plan to his desk. Well, here it is. Bluff called.Reduction of State Income Tax Rate | Colorado General Assembly
Welcome to the Boosting Your Financial IQ podcast with host Steve Coughran. In this episode, we have a special guest, Leland Gross, Founder of Peace Link Financial Planning, as we dive into the topic of "Unveiling Effective Tax Strategies for Entrepreneurs." We explore crucial aspects that go beyond tax implications, such as how your entity structure and tax election impact your business in various ways. Leland sheds light on the importance of avoiding commingling funds and establishing robust financial processes to maximize legitimate tax deductions. Additionally, we discuss valuable strategies entrepreneurs can employ to leverage tax-deferred retirement vehicles. Through informative insights we guide our listeners towards effective tax planning that not only minimizes liabilities but also sets them up for long-term success in their business.Helpful links:Join the Strategic Financial Mastery programJoin Our Free CommunityTrain your team with an on-site workshopDisclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Support the show
In real estate investing, there are even more ways you can reduce your taxes and enjoy more of your investment income. That's why, in this episode, we're bringing a tax expert and strategist, Thomas Castelli, to the show to discover more advantages of investing.This conversation covers his proficiency in legally decreasing tax deductions, how you can perform tax strategies in syndication or single-family rentals, and advice on finding a reliable tax professional. Check this out to realize why you should start your investing journey today!Key Points & Relevant TopicsThomas' background from accounting to real estate investingHow does tax depreciation and bonus depreciation work?Understanding passive/non-passive income and losses, short-term rental loophole, and special loss allowanceWays to defer taxes from selling rental propertiesWhy doing a 1031 exchange is challenging for a limited partner in a syndication Main advantage of being a general partner in a syndicationThe biggest tax code change investors should know in 20242 steps investors can take to properly navigate tax strategiesHow investors can find a good tax professional Services Hall CPA, PLLC offers to investors What makes BRRRR a powerful investment strategy for maximizing tax advantages Tips on effectively managing time and day-to-day tasks as an investorResources & LinksRich Dad Poor Dad by Robert T. KiyosakiEvery Landlord's Tax Deduction Guide by Stephen Fishman J.D.Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Thomas Castelli, CPA, CFP®Thomas Castelli, CPA is a Partner at Hall CPA who helps real estate investors keep more of their hard-earned dollars in their pockets and out of the government's through proactive tax strategy and planning.Get in Touch with ThomasWebsite: https://www.therealestatecpa.com/thomas LinkedIn: Thomas Castelli, CPA, CFP®Instagram: @thomascastellicpaTikTok: @thomascastellicpaTwitter (X): @thomascastelli_To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!
"Lowering This Year's Taxes Isn't Your Accounting Priority! Not Even In The Top 3!" This video is designed to open your eyes to the broader spectrum of accounting priorities that go beyond just tax reduction. We delve into why fixating on taxes can lead to missed opportunities in other critical financial areas. The Myth of Tax Reduction as the Ultimate Goal: We debunk the common notion that reducing taxes should be the end-all and be-all of accounting strategies. Top Three Accounting Priorities for This Year: Long-Term Financial Planning: Discover how a long-term perspective can ensure sustainable business growth. Effective Cash Flow Management: Uncover strategies to keep your business's lifeblood flowing. Investment in Growth Opportunities: Learn why investing in your business's future can pay off more than just focusing on tax savings. Welcome to Return on Podcast, the show where we help e-commerce sellers improve their ROI in business and in life. Hosted by Tyler Jefcoat and in affiliation with Seller Accountant, Return on Podcast aims to leave listeners with new insights and actionable life and business hacks at the end of each episode. #ecommerce #businesspodcast #amazonfba #amazonbusiness #amazonseller #rop #selleraccountant #fypusa #fyp #digitalmatketing #amazonadvertising #businessowner #amazonaudit #reimbursement #ecommerce #businessownerinterview #taxseason #taxprep #businesschecklist #cogs #accounting
In this video, I discuss how to reduce the tax impact of capital gains. I explain what capital gains are and provide examples. I then share four strategies to minimize the tax burden: investing in opportunity zones, buying real estate and utilizing depreciation, harvesting capital losses, and accelerating deductions. These strategies can help reduce the tax impact and provide options for viewers to explore. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For topic suggestions, questions to cover, or collaboration requests please email admin@wealthgame.io. For additional information and links to all available platforms please visit our website at www.wealthgame.io
Join America's Roundtable (https://americasrt.com/) radio co-hosts Natasha Srdoc and Joel Anand Samy with Honorable Maurice McTigue, QSO, former Cabinet Minister and Member of Parliament, New Zealand and New Zealand's Ambassador to Canada. McTigue is Executive Advisory Board Member of the International Leaders Summit. McTigue received the prestigious Queen's Service Order in recognition of his public service from Queen Elizabeth II. He advised the Office of Management and Budget and most federal agencies on issues of accountability and transparency and has consulted with legislators and governors in more than 30 states. McTigue is a former Vice President at the Mercatus Center at George Mason University. Honorable Maurice McTigue has testified on Capitol Hill and published articles in many major media outlets, including the New York Times, the Atlantic, Bloomberg Businessweek, US News & World Report, and the Chicago Tribune. Our discussion on America's Roundtable focuses on: Israel's War Against Iran-Backed Hamas | Israel's Sovereignty and the Gaza Threat Iran Proxies Attack U.S. Bases in Iraq and Syria, a U.S. Navy Destroyer and Commercial Ships in the Red Sea ⏤ The World's Busiest and Most Important in Global Trade New Zealand's Election | A New Center-Right Government Takes Office The State of the U.S. Economy, The Budget, and Solutions to Addressing the $33 Trillion National Debt Reforms for America | Deregulation, Tax Reduction, and Market Competition americasrt.com (https://americasrt.com/) https://ileaderssummit.org/ | https://jerusalemleaderssummit.com/ America's Roundtable on Apple Podcasts: https://podcasts.apple.com/us/podcast/americas-roundtable/id1518878472 Twitter: @ileaderssummit @AmericasRT @NatashaSrdoc @JoelAnandUSA @supertalk America's Roundtable is co-hosted by Natasha Srdoc and Joel Anand Samy, co-founders of International Leaders Summit and the Jerusalem Leaders Summit. America's Roundtable (https://americasrt.com/) radio program - a strategic initiative of International Leaders Summit, focuses on America's economy, healthcare reform, rule of law, security and trade, and its strategic partnership with rule of law nations around the world. The radio program features high-ranking US administration officials, cabinet members, members of Congress, state government officials, distinguished diplomats, business and media leaders and influential thinkers from around the world. Tune into America's Roundtable Radio program from Washington, DC via live streaming on Saturday mornings via 65 radio stations at 7:30 A.M. (ET) on Lanser Broadcasting Corporation covering the Michigan and the Midwest market, and at 7:30 A.M. (CT) on SuperTalk Mississippi — SuperTalk.FM reaching listeners in every county within the State of Mississippi, and neighboring states in the South including Alabama, Arkansas, Louisiana and Tennessee. Listen to America's Roundtable on digital platforms including Apple Podcasts, Spotify, Amazon, Google and other key online platforms. Listen live, Saturdays at 7:30 A.M. (CT) on SuperTalk | https://www.supertalk.fm
In this address, President Reagan spoke about cutting taxes and government spending as part of his economic recovery program, targeting the national debt.
On today's show, Josh Jalinski is joined by Tom Wheelwright, tax expert and CEO of WealthAbility, for a detailed and practical exploration of tax strategy and financial privacy in the evolving economic landscape. Kicking off with a critical look at AI in the CPA space, the discussion progresses to evaluate the merits and drawbacks of using advanced technologies in accounting and tax planning. The duo dives into the implications and concerns stemming from the Corporate Transparency Act, providing insights into how it impacts trusts, beneficial owner disclosures, and overall financial privacy. The conversation then shifts towards strategic wealth-building, touching on the savvy use of assets, agricultural investments, and charitable deductions, with Tom providing actionable advice and real-life examples of maximizing wealth while minimizing tax liabilities. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Are you a small business owner trying to reduce your taxes and unsure how to do so? Are you tired of your CPA or tax preparer telling you there's nothing you can do to reduce your tax bill? Are you wanting to take control of your finances? If so, this is a must listen episode where I spill the beans on what I've been up to during my podcast break and how it's going to change your financial future! I hope you love it and that it helps you and your business! Tiffany Next Steps:
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Welcome to another episode of the Tax Tuesday show. Host Toby Mathis, Esq., joins our regular guest Eliot Thomas, Esq., Manager of Tax Advisors at Anderson Business Advisors, to help answer your questions. We send a big thank you to all our people online answering your questions today - Troy, Tanya, Sergey, Ross, Kurt, Kenny, Jared, Dutch, Dana, Patty, and Matthew are all on. On today's episode, Eliot and Toby answer listener questions including a very detailed question on inheriting rental properties, a question on crypto-currency and taxes, one on hiring and paying your children, and we answer the title question on structuring small businesses using an S-Corp. If you have a tax-related question for us, submit it to taxtuesday@andersonadvisors. Highlights/Topics: "What is an installment sale on real estate? How do you utilize it within the tax code?" - An installment sale simply means that you're getting payment over more than one year. It could be for two years, it could be for 20. "What happens to accumulated depreciation on rental property when the owner passes away? Does the person inheriting the property need to account for depreciation recapture from the deceased owner when you later decide to sell that property? If the person inheriting the property gets a step-up in basis, does that new basis now become the basis to calculate depreciation on if you keep the property? Can the person inheriting the rental property also have a new cost segregation done? And would that be affected by any cost segregation done previously? Any other tax considerations to be aware of when inheriting rental property?" — It goes away. Don't gift it to your kids before you die! Your new value “step up in basis” is what you calculate from. New cost-seg, yes, nothing relates to the old cost seg. "I received a 1099 INT from a bankrupt crypto company I invested with called Celsius." The money on the 1099 never touched my bank account as it is currently locked in a crypto wallet on their website for the last eight months. It was interest from USDC coins I staked, but I left it all in the wallet to reinvest. Am I supposed to pay taxes on this money that I never received, or can I leave it be and ignore it until the bankruptcy is resolved?" – you need to report it and you need to pay tax on it. "How does the tax law treat the hiring of children by an LLC? At what age can they be hired? Which circulars discuss this?" - when they're under 18, no Social Security, no Medicare taxes on those, but they must be paid by an LLC that's owned by mom and dad if it's a disregarded LLC or a partnership, and they have to be paid as W-2 employees. "I'm using the home office and depreciating part of the house. How will it look on the taxes that the year I sell it?" – I like using the administrative office in the home and having an S-corp, a C-corp, or an LLC taxed as an S-corp or a C-corp, reimbursing me for the value of my space because then I don't have depreciation recapture. "Are there any tax deductions for real estate held in a self-directed IRA?” When you see SDIRA, that just stands for self-directed IRA. - you're going to lose out on those big things like depreciation, et cetera, so no tax benefit. “I was hit hard with UBIT inside my Roth, where I owed $200,000 on a $400,000 gain. The company is no longer in business, trying to scratch back any part of the UBIT. Is it possible that it happened?”-- It was leveraged. Valerie, this is unrelated debt financed income. Yes, there is something you can do. "Can you explain S-corp taxes with shared distribution? When it's time to file taxes, do we pay taxes on all shared distributions?" Do you have to pay taxes on everything you receive or just the profits, et cetera? - An S-corp has two primary ways of getting paid as an owner, shareholder. One would be W-2 wages and the other is all the other income. "I started in LLC, C-corp with Anderson advisors on October 22 for real estate. I have paid $20,000-plus in networks, education, probably getting training. I did not do any deals and 2022 for my new real estate business. Can I still write all that off for the business? I have used my personal credit card to make purchases for the new REI business, real estate business. Since I do not have a business credit card, did I break the corporate veil?" – Yes, you can deduct those expenses. They are going to go on your C-corporation. If they were incurred prior to the date of incorporation, there'll be what we call startup costs. What org structure for small business is audited the least and provides the lowest tax liability?" – That's going to be your S-corporation, typically. It's going to give you a lot of deductions and reimbursements that you can take advantage of. "How do I best utilize my C-corp status for tax savings and investing in real estate? We have my 1099 paycheck going to our C-corp bank account and then pay out about half of it to our personal bank account as a paycheck. How do I utilize the other half that's sitting in the C-corp accounts, such as to buy new short-term rental or long-term rental investment property?" - the C-corporation, before you do the loan, you can take a lot of reimbursements—accountable plan reimbursements, corporate meetings for 280A, medical reimbursements. That all gets some money out to you tax-free deduction to your C-corporation. Get these first, then take a loan. Rapid-fire chat questions answered at the end of the show Resources: Email us at Tax Tuesday taxtuesday@andersonadvisors.com Tax and Asset Protection Events https://andersonadvisors.com/real-estate-asset-protection-workshop-training/ Anderson Advisors https://andersonadvisors.com/ Anderson Advisors YouTube http://aba.link/youtube Toby Mathis YouTube https://www.youtube.com/@TobyMathis Toby Mathis TikTok https://www.tiktok.com/@tobymathisesq
Are you wondering whether you should cash out an old 401(k) or IRA? Is your #1 worry taxes? Could there be ways to reduce taxes so you keep more of that money to invest? In this episode, Chris Miles shares strategies that some of his clients have used to reduce taxes when cashing out their IRA's, even when they're younger. Check it out! Disclaimer: We are not giving investment advice nor recommending you cash out IRAs or 401(k)s. Please consult with your tax professional.
Richard Stock had a very successful career in the mortgage industry as he was one of the top account executives in his company. He was financially doing very well until a change in management 15 years ago brought him to rock bottom. He explains what changed in his life that helped him to go from rags to riches. If you would like to know more about how YOU can work directly with Nathan Osmond & Richard Stock and help turn your life into the life of your dreams through Real Estate investing, tax reduction strategies, and paying your home off in a fraction of the time, please email us directly at NathanOsmond@gmail.com with the subject title: Real Estate.
Welcome to Your Money, Your Wealth® podcast, with CERTIFIED FINANCIAL PLANNER™ professional Joe Anderson and Certified Public Accountant Alan "Big Al" Clopine. Your Money, Your Wealth® is retirement planning, investing, and tax reduction made fun! Follow YMYW on your favorite podcast app and share this trailer. Visit YourMoneyYourWealth.com and click Ask Joe and Big Al On Air to get a Retirement Spitball Analysis of your own. And hey, thanks for listening, because the show wouldn't be a show without you. Your Money, Your Wealth® is presented by Pure Financial Advisors, a registered investment advisor. This show does not intend to provide personalized investment advice through this broadcast and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the broadcast in the process of making a full and informed investment decision.
Read our article "10 Countries with Low Taxes You'd Never Expect": https://nomadcapitalist.com/finance/10-countries-with-low-taxes/ Get Our Help: https://nomadcapitalist.com/apply/ Join Our Email List and be the First to Hear about Breaking News and Exciting Offers https://nomadcapitalist.com/email To most tourists, investors, and entrepreneurs alike, living in Europe can feel like a dream. Including or excluding Schengen countries, there are countless countries in Eastern Europe that are worth checking out. In this video, Andrew shares five tax reduction tricks for living in Europe. The Nomad Capitalist is the world's most sought-after expert on legal offshore tax strategies, investment immigration, and global citizenship. We work exclusively with seven- and eight-figure entrepreneurs and investors who want to "go where they're treated best." Nomad Capitalist has created and implemented plans for 1000+ clients and helped them to go offshore, keep more of their wealth, and enjoy an unprecedented level of global freedom. Our growing team of researchers, strategies, and implementers add to our ever-growing knowledge base of the best options available. We've built our team around our holistic approach to serving the needs of globally-minded entrepreneurs and investors. Our growing team of researchers, strategies, and implementers add to our ever-growing knowledge base of the best options available. In addition, we've spent years studying the behavior of hundreds of clients in order to help people get the results they want faster and with less effort. About Andrew: https://nomadcapitalist.com/about/ Our Website: http://www.nomadcapitalist.com Subscribe: https://www.youtube.com/subscription_center?add_user=nomadcapitalist Buy Andrew's Book: https://nomadcapitalist.com/book DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.
SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
Hey Friend! Are you a small business owner that thinks they're paying too much in tax every year? Are you looking for a way to reduce your taxes that is simple, straight forward, and has a big impact on your overall tax bill? If so, listen up! Today I'm spilling the tea on my top favorite tax reduction strategy. I share all the details on exactly how to implement the strategy in today's episode. This is a must listen episode and one you'll want to share with your entrepreneur friends. Enjoy! Tiffany Next Steps:
Pretty excited that Council might be considering alternatives to reducing the real estate tax rate.
Do you have a plan in place to protect your wealth? It's never too late to start, so pay attention to this episode as Atty. J.J. Childers ensures that you have legal processes to protect your financial and business assets while leaving a legacy for your rightful beneficiaries. Keep listening and learn carefully! WHAT YOU'LL LEARN FROM THIS EPISODE Legal structures to protect and transfer your assets Pros and cons of wills and trusts Revocable vs. irrevocable trusts How to approach aging parents about financial protection planning Why real estate investors need an estate plan The challenges of joint-tenancy, probate, and unpaid debt RESOURCES MENTIONED IN THIS EPISODE #162: The Blueprint To Financial Protection - J.J. Childers AARP ABOUT ATTY. J.J. CHILDERS J.J. Childers helps entrepreneurs, small business owners, and investors design and structure protection plans for safeguarding their assets without all of the confusion, complication, and cost often associated with the process. He is a licensed attorney who has been practicing law for the past 25 years in the areas of asset protection, estate planning, and business law. In addition to his law degree, he is studying for his LL.M in Dispute Resolution from the prestigious Straus Institute at Pepperdine University's Caruso School of Law. He completed the Certified Mediation training program through the Arkansas Dispute Resolution Commission along with advanced Negotiation and Dispute Resolution training at the Program on Negotiation at Harvard Law School. He is the author of numerous books, courses, and training programs that provide instruction on wealth protection through innovative strategy and structuring. He is a highly sought-after speaker on a wide variety of topics related to legal protection planning and is consistently rated as a top speaker by his audiences. CONNECT WITH ATTY. J.J. Website: JJ Childers Email: jj@jjchilders.com CONNECT WITH US: If you need help with anything in real estate, please email: invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community
Today's episode of The Dentalpreneur Podcast is replete with tax strategies for the dental practice owner as well as for other business structures. Here, Dr. Mark Costes picks the brains of Scott Haberman, CPA with the Eide Bailly consulting firm, as he shares tax write-off tips and ways to decrease tax liabilities. These include the Cost Segregation Analysis, the 1031 exchange and conservation easement for real estate investors, as well as business tax deductions such as vehicle purchases, the Augusta Rule, student loan reimbursement and the cash balance plan. EPISODE RESOURCES https://www.eidebailly.com Dental Success Network Subscribe to The Dentalpreneur Podcast Visit the Dentalpreneur Podcast website Write a Review on iTunes
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