Podcasts about tax savings

This episode covers a wide range of topics, from the frigid weather and Christmas prep to explosive political controversies and an in-depth look at North Dakota's education system. The host and guests discuss the financial incentives for non-government organizations (NGOs) bringing in immigrants, the latest from the Trump administration's cabinet meeting, and how local North Dakota leaders are managing growth and funding core government services. A segment is also dedicated to financial strategies for farmers and small business owners. Standout Moments: Time Topic [0:01] Chilly Weather and Christmas Cheer: Start of the show, noting the cold but beautiful sunshine, and preparations for Christmas. [0:18] NGO Immigrant Incentives: Discussion of Lutheran Social Services and the $2,375 payment incentive per Somali immigrant coming to North Dakota and Minnesota, questioning the motivation behind the influx. [2:00] Preview of Guests and Topics: Outlining the upcoming interviews with Tony Greenberg (Cass County Commissioner), Levi Bachmeier (Superintendent of Public Instruction), and John Hogg (Financial Wealth Solutions). [4:18] Cass County Commission's Role: Tony Greenberg describes the role of the Cass County Commission as the "board of directors," focusing 70% of the budget on public safety, highways, roads, and bridges. [8:32] Trump Cabinet Meeting vs. Biden's: Comparing the transparency and frequency of cabinet meetings, contrasting Trump's 9th in 11 months with Biden's 9 total in four years. [11:06] Energy Prices and North Dakota's Model: Secretary of Energy Chris Wright praises North Dakota's energy policies under former Governor Burgum, showing a 35% increase in production and a decrease in electricity prices, contrasting with national trends. [15:47] ND Superintendent on Public Education: Levi Bachmeier discusses North Dakota's strong standing in the National Assessment of Educational Progress (NAEP) and the "good to great" push for America's best schools. [20:51] Value of Career & Tech Centers (CTE): Discussing the success and importance of CTE courses and centers, and the role of oil and gas revenue in the Common Schools Trust Fund. [25:39] Tax Savings for Farmers/Small Business: John Hogg explains defined benefit plans as an alternative to buying equipment for tax deductions, with potential deductions of up to $830,000 annually. [30:54] The Trump Accounts & Dell's Philanthropy: Announcing Michael and Susan Dell's $6.25 billion donation to the new Trump Accounts program for 25 million children aged 10 and under. [35:46] Minnesota Police vs. ICE Crackdown: Playing a clip of the Minneapolis Police Chief discouraging citizens from cooperating with masked federal officers during…

If you've ever thought about putting your kids to work (on the payroll, that is), here are practical tips and some fun stories that might just inspire you to take the plunge. You could end up saving money and setting up your kids for financial success down the road!Hey there, and welcome back to the "Empowering Entrepreneurs Podcast" with Glenn Harper and Julie Smith! This episode gets into something a lot of business owners have wondered about, but maybe haven't really dug into—can you actually pay your kids for helping out in your business? And what does that mean for your taxes?Glenn breaks down all the nitty-gritty IRS details and shares some smart ways to shift income, save on taxes, and teach your kids about money at the same time. Plus, Julie Smith adds her take on the real-life lessons kids get from rolling up their sleeves in the family business.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key takeaways for business owners:Tax-smart payroll: Paying your kids through your LLC or as a sole proprietor can offer major tax advantages, as you may avoid the extra 15% in employment taxes that corporations require.It's not just about taxes: Beyond dollars and cents, bringing your kids into your business teaches them real-world financial skills, from how payroll works to the power of compounding through Roth IRAs.Documentation and legitimacy matter: The IRS requires any payments to be reasonable for actual work performed—think marketing help, filing, or even social media management. Keep it legitimate!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named...

As we enter a season of giving, there are also year-end strategies you can use to make the most out of your charitable contributions - or even health expenses. Laurel Steward and Gary Mattson of Mattson Financial Services discuss those steps on this week's episode.And instead of standing in line for hours for Black Friday deals, we have some other moves that could bring you even more savings! Don't forget to add a visit to Mattson Financial to your year-end to-do list. Connect now at www.MattsonFinancial.com. 

Short-term rentals aren't just about cash flow — they're one of the most powerful tax strategies available to W-2 earners and entrepreneurs. In this episode, Lamè Kinikini breaks down how STRs can offset active income, create long-term wealth, and why most investors misunderstand the opportunity. Lamè is the guy behind Elk Ridge Investments and one of the best operators I know in the short-term rental space. He's built a portfolio across 15 states and carved out a niche helping investors use STRs to reduce their tax liability, build equity, and buy properties the right way. We talked about his family's immigrant story, the mindset he built from watching his grandfather chase the American dream, and how door-to-door sales unexpectedly launched him into real estate. Then we got deep into the STR tax loophole, cost segregation, depreciation, and how everyday W-2 earners use these investments to offset active income. If you've ever wondered how the wealthy actually use tax strategy to get ahead — this episode will open your eyes. //CONNECT WITH LAMÈ Instagram: @lamekinikini 

Not all Roth conversions are created equal — and new research shows a clear winner. Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period: • Staying in a traditional IRA/401(k) and taking RMDs • A one-time Roth conversion • A gradual, multi-year conversion strategy We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill. 0:19 - The Sexiest Word in Finance 4:44 - The Roth Account Smile 7:29 - Roth Applications for Different Stages of Life 10:17 - Tax Hierarchy Considerations 14:09 - The Craft of Retirement Income & Withdrawals 19:07 - Roth as a Legacy Tool 21:22 - A Lifetime of Tax Savings with Roth 24:11 - Why a One-time Roth Conversion is Best Option 30:36 - Reconsidering Gradual Withdrawals 33:12 - Retirement Strategies are Personal 33:53 - Tim Allen, Mike Rowe, & Why Men Don't Work 38:14 - Thanksgiving Wishes Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=8mkgUOAZU7Y&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- The latest installment of our new feature, Before the Bell, "Why This Pullback Isn't a Panic" is here: https://www.youtube.com/watch?v=bb8BeVp7ID8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Our Previous Show, "How The Fed Deals Liquidity: The Monetary Toolbox" is here: https://www.youtube.com/watch?v=GnB1pog_r_I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothIRA #RetirementPlanning #TaxStrategy #IRAConversion #PersonalFinance

Not all Roth conversions are created equal — and new research shows a clear winner. Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period: • Staying in a traditional IRA/401(k) and taking RMDs • A one-time Roth conversion • A gradual, multi-year conversion strategy We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill. 0:19 - The Sexiest Word in Finance 4:44 - The Roth Account Smile 7:29 - Roth Applications for Different Stages of Life 10:17 - Tax Hierarchy Considerations 14:09 - The Craft of Retirement Income & Withdrawals 19:07 - Roth as a Legacy Tool 21:22 - A Lifetime of Tax Savings with Roth 24:11 - Why a One-time Roth Conversion is Best Option 30:36 - Reconsidering Gradual Withdrawals 33:12 - Retirement Strategies are Personal 33:53 - Tim Allen, Mike Rowe, & Why Men Don't Work 38:14 - Thanksgiving Wishes Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=8mkgUOAZU7Y&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- The latest installment of our new feature, Before the Bell, "Why This Pullback Isn't a Panic" is here: https://www.youtube.com/watch?v=bb8BeVp7ID8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Our Previous Show, "How The Fed Deals Liquidity: The Monetary Toolbox" is here: https://www.youtube.com/watch?v=GnB1pog_r_I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothIRA #RetirementPlanning #TaxStrategy #IRAConversion #PersonalFinance

From studying tax law at just 14 years old to landing her dream job inside the IRS, Carlotta Thompson seemed destined for a lifelong career in government. But once she stepped behind the curtain as an IRS auditor, she discovered something shocking: countless business owners were leaving hundreds of thousands of dollars on the table in missed deductions — and the system wasn't built to help them. Realizing she was “on the wrong side,” Carlotta walked away from the IRS to pursue a bigger mission: help entrepreneurs pay the least amount of tax legally possible. Today, as the Founder & CEO of Tax Strategists of America, she leads business owners through her signature Pathway to Zero™ program — a proven framework that uncovers hidden deductions, maximizes tax strategy, and empowers owners to keep more of what they earn. In this episode, Carlotta reveals the truths she learned inside the IRS, the most common (and costly) mistakes business owners make, and the practical steps entrepreneurs can take to dramatically reduce their tax burden without ever crossing legal lines. If you're an investor or business owner who wants to stop overpaying the IRS, this is a must-listen.Follow Carlotta

As we close in on year-end, this week's “Henssler Money Talks” tackles three financial decisions that can make a major impact on your long-term plan. First, before you write that last charitable check of 2025, make sure you're doing it strategically. We break down the evolving charitable giving rules—from updated deduction limits to how Qualified Charitable Distributions and Donor Advised Funds can help you give more efficiently. Whether you donate regularly or ramp up your giving at year-end, understanding these rules can help you maximize both your impact and your tax benefit. Next, we dig into a question many listeners are asking: Should you stop saving and pay off the mortgage before retirement? While being debt-free sounds great, it may leave you “house-rich and cash-poor.” We unpack the trade-offs, including how mortgage rates compare to long-term investment returns, the risks of cutting back on 401(k) contributions, and why carrying some debt into retirement may actually support your overall financial flexibility. Finally, we explore the recommended “order to savings”—and why it's not a one-size-fits-all formula. From employer retirement plans to Roth IRAs to taxable brokerage accounts, where you save first can depend on your goals, timeline, and tax picture. We break down the most common prioritization framework and help you think through the right path for your personal situation. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — November 15, 2025  |  Season 39, Episode 46 Timestamps and Chapters 7:35: Smart Strategies for 2025 Charitable Contributions 21:32: Stop Saving to Pay Off the House? Let's Talk About It.26:58: Your Savings, Your Strategy: Where to Start 38:17: Shutdown Ends, Earnings Season and Selling NVIDIA Follow Henssler:Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/TikTok: https://www.tiktok.com/@hensslerfinancial?lang=enX: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode, financial advisor and coach Christopher Gandy discusses strategies for tax reduction and asset protection, specifically for healthcare practice owners. Gandy shares insights from his 26 years of experience, highlighting the importance of structuring income through separate entities to minimize tax liabilities. He also delves into defined benefit plans as a potent tool for deferring significant amounts of income, reducing tax rates, and protecting personal assets through the strategic use of trusts and proper ownership structures. Gandy emphasizes the need for profitable practices to explore advanced financial strategies and shares actionable advice for preserving wealth and ensuring long-term financial stability.

Welcome back to The Starting Line Podcast with host Cole Taylor!In this episode, Cole interviews Jeff Hiatt, entrepreneur, real estate tax expert who has helped 27,000 businesses use real estate to minimize their tax liability. We discuss the secrets to decreasing tax liability and accelerating personal & business growth. Tune in!Connect with our guest;https://www.instagram.com/depreciationdoctorWww.CostSegStudies.comOur resources:Book a call with us here:Business Coaching Health Coaching Free health resources & community:The Optimized Entrepreneur GroupFree faith brotherhood:www.facebook.com/groups/winnerscirclebrotherhood/Connect with Cole:www.instagram.com/coledavidtaylorwww.cole360.com

Taxes become more exciting, especially when it's with Toby Mathis. Tait Duryea and Ryan Gibson welcome back tax strategist and investor Toby Mathis for another powerhouse session on how to keep more of your money before year-end. From bonus depreciation and the short-term rental loophole to smarter charitable giving and donor-advised funds, Toby reveals how high-income earners can legally slash their tax bills. Whether you're a pilot, business owner, or passive investor, you'll walk away knowing which moves to make before December 31, and how to turn your taxes into one of your biggest wealth-building tools.Toby Mathis is a tax attorney, investor, and co-founder of Anderson Advisors. With decades of experience advising thousands of investors, Toby simplifies complex tax laws into real-world strategies for building wealth. Known for making tax planning engaging and actionable, Toby helps high-income professionals, especially pilots and real estate investors, protect their assets and minimize taxes through smarter planning.Recommended episodes:#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment Strategies with Toby Mathis#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate with Toby Mathis

In this episode, R. Kenner French of VastSolutionsGroup.com reveals how business owners — especially in the real estate and entrepreneurial space — can literally get paid by the government for using artificial intelligence in their business. He explains how combining AI and Research & Development (R&D) tax credits can turn innovation into real dollars, often money business owners didn't even know they were entitled to.

Maximize Your Business Tax Savings with Expert Tips from Douglas Carpenter Books4hospitality.com About the Guest(s): Douglas Carpenter is a seasoned financial expert with over 40 years of experience in the industry. As a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), Douglas started his career as the youngest registered stockbroker in America at the age of 17. He has worked at a top four accounting firm and held various consulting and chief financial officer roles. Currently, Douglas owns and operates Comprehensive Accounting Solutions, providing a full spectrum of accounting services, particularly for small businesses and the hospitality sector. Episode Summary: In this engaging episode of The Chris Voss Show, Chris talks with Douglas Carpenter, a renowned CPA and CFA, about smart financial strategies for businesses as the year-end approaches. Douglas shares his extensive knowledge on tax-saving tactics, business accounting, and financial planning, aiming to help business owners maximize their tax returns and keep more money in their pockets. As tax season looms on the horizon, Douglas's expert advice is especially pertinent. Throughout the conversation, Douglas delves into various strategies for minimizing tax liabilities, discussing everything from different business structures like S Corps and C Corps to the importance of understanding cash flow and business accounting. He offers insights into how businesses can leverage opportunities for tax deductions, highlighting the need for strategic financial planning throughout the year. The importance of having a knowledgeable tax advisor is also emphasized, with Douglas warning against the risks of poorly managed finances and tax filings. Key Takeaways: End-of-Year Tax Strategies: Business owners should focus on maximizing their tax efficiency before the end of the year, utilizing strategies such as HSA contributions, equipment purchases, and appropriate salary distributions. Business Structure Insights: Choosing the right business structure (e.g., S Corp, C Corp) is crucial for tax efficiency and should align with your overall financial strategy. Professional Financial Advice: Engage a qualified CPA for expert financial advice and ensure you are not overpaying on taxes. Relying on professional help can unveil potential savings. Importance of Documentation: Meticulous record-keeping and proper documentation of business expenses are essential and can lead to significant savings if managed correctly. Cash Flow Management: Douglas highlights the critical nature of cash flow management for businesses, asserting that understanding and predicting cash flow are crucial for sustaining and growing a business. Notable Quotes: "Billionaires do pay taxes. They don't overpay taxes. You shouldn't overpay your taxes either." "What are you going to do different next quarter that you didn't do this quarter?" "Fulfill your obligations, but don't pay more than you absolutely have to. There's a lot more that people leave on the table than they realize." "Don't cheat on your taxes. It's not worth the risk when you can save in legal ways." "Cash flow is the lifeline of any business. Knowing where your business stands today and where it's headed is crucial."

Tired of paying massive taxes on your real estate commissions? High earners get hammered in taxes, but top investors use a simple agent tax strategy to get ahead. This episode reveals the ultimate wealth-building tactic, where your host Jose Luiz Morales and expert guest Jimmy Vreeland show you the powerful strategy for how real estate agents pay less taxes in California and across the country by leveraging advanced deductions. The key is achieving Real estate professional status to offset active income so your passive losses can wipe out federal taxes with real estate.This path is designed for keeping more of your income, eliminating anxiety, and accelerating your wealth.The Wealth & Tax Strategy Inside:✅ Real estate professional status to offset active income: Unlock the ultimate cheat code to use paper losses against your commission income. ✅ Cost segregation bonus depreciation for rental property: See how accelerated depreciation creates massive, non-cash Real estate tax write offs in Year 1. ✅ Wipe out federal taxes with real estate: Learn the exact steps to potentially zero out your tax bill, as proven by the host's own story. ✅ The BRRRR method tax advantages and leverage: Combine the power of the BRRRR strategy to multiply your capital, allowing you to scale your portfolio fast and maximizing depreciation. ✅ Passive real estate investing for high income earners: Solutions for agents and other high-net-worth professionals (doctors, lawyers, etc.) to invest passively out of state in high-cash-flow markets.Stop funding the government and start funding your portfolio. This advanced strategy is the greatest tax savings instrument ever.

Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you're not prepared. In this episode, we break down six smart financial moves to make before RMDs begin at age 73, so you can stay in control of your taxes, income, and investment strategy. Whether you're approaching RMD age or helping a parent prepare, this episode gives you the tools to protect your wealth and avoid common retirement pitfalls. 0:19 - Winners & Laggards in Earnings Season 4:30 - Earnings Season Beats Are Not Being Rewarded 9:39 - Time to Think About Taxes and RMD's 14:34 - Changes to RMD Rules 17:16 - Tapping the IRA First 20:01 - Qualified Charitable Distributions (QCD) 22:12 - RMD Deferral 25:43 - The Backdoor Roth 27:00 - Tax Savings with 401k 29:25 - The Retirement "Smile" 32:35 - When's the Best Time to Take RMD? 36:24 - Special Considerations 37:46 - Adulting at the Library Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- The latest installment of our new feature, Before the Bell, "Earnings Beat, Stocks Drop" is here: https://www.youtube.com/watch?v=6B2pV8tKyHw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Smart or Risky? How Investors Are Adapting to Today's Markets," is here: https://www.youtube.com/watch?v=GyKGGi6LSV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketUpdate #EarningsSeason #StockMarket #RiskManagement #Investing #RetirementPlanning #FinancialAdvice #TaxStrategy

Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you're not prepared. In this episode, we break down six smart financial moves to make before RMDs begin at age 73, so you can stay in control of your taxes, income, and investment strategy. Whether you're approaching RMD age or helping a parent prepare, this episode gives you the tools to protect your wealth and avoid common retirement pitfalls. 0:19 - Winners & Laggards in Earnings Season 4:30 - Earnings Season Beats Are Not Being Rewarded 9:39 - Time to Think About Taxes and RMD's 14:34 - Changes to RMD Rules 17:16 - Tapping the IRA First 20:01 - Qualified Charitable Distributions (QCD) 22:12 - RMD Deferral 25:43 - The Backdoor Roth 27:00 - Tax Savings with 401k 29:25 - The Retirement "Smile" 32:35 - When's the Best Time to Take RMD? 36:24 - Special Considerations 37:46 - Adulting at the Library Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s ------- The latest installment of our new feature, Before the Bell, "Earnings Beat, Stocks Drop" is here: https://www.youtube.com/watch?v=6B2pV8tKyHw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Smart or Risky? How Investors Are Adapting to Today's Markets," is here: https://www.youtube.com/watch?v=GyKGGi6LSV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketUpdate #EarningsSeason #StockMarket #RiskManagement #Investing #RetirementPlanning #FinancialAdvice #TaxStrategy

In this episode of EisnerAmper's Healthcare Podcast, EisnerAmper's Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy shares insights on how healthcare organizations can optimize their retirement strategies to attract talent, reduce tax burdens, and ensure long-term financial wellness. Whether you're a healthcare executive, HR leader, or financial advisor, this episode delivers actionable strategies to elevate your retirement planning game. ✨ What you'll learn:

Aligator Tours and Tax Savings.

In this highly informative episode, recorded at the 2025 MakeMore Manufacturing Summit, Small Biz Florida host Tom Kindred talks with Michael Lauer, founder of Taxster, a boutique CPA firm specializing in helping small and mid-sized manufacturers uncover valuable, often-overlooked tax opportunities. Lauer breaks down two of the biggest current incentives: a newly fixed R&D tax credit available retroactively through July 4th and a powerful new provision that allows manufacturers to fully write off new facility costs in the first year. He also explains why showing profitability on tax returns is crucial not just for tax purposes, but also for securing loans and preparing for a business sale. Whether you're building a new plant or innovating on the shop floor, this episode offers timely advice that could put serious money back in your business. This podcast episode was recorded live at the MakeMore Manufacturing Summit hosted at the Embassy Suites Downtown Orlando. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guest: https://www.taxster.co/

Columbia County School Board Trustee Philip Kent joined us, with great news on huge potential tax savings for homestead residential property tax payers in the county! He believes the majority of the 5 member school board would vote to eliminate property taxes if the windfall promised by the construction of the proposed Appling Data Center goes through as planned...Philip and Austin discussed that, and other topical (and tragic) BOE business Wednesday afternoon.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textWe show high‑earning W‑2s how to cut taxes now, not months from now, and convert savings into immediate cash flow. We walk through year‑end tactics, stacking limits, overlooked credits, and why adjusting your W‑4 can supercharge wealth growth.Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/applyTake our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribe• Foundational strategies for high‑income W‑2 tax reduction• Year‑end actions still available in Q4• Real estate limits and how to stack credits• Turnkey short‑term rentals and cost segregation• Capital gains planning and expense acceleration• Solar credits and bonus depreciation on rentals• Adjusting W‑4 to unlock cash now• Reinvesting savings for compounding growth• Strategic Roth conversions in low‑bracket years• Building a multi‑year plan to preserve wealthGo to Prosperal, ProsperWithan L, CPA.com slash opportunity report, and you'll talk about how we can put that together for youProsperoCPA.com slash apply if you want to get started

In this episode of the Mornings with Joel Commercial Real Estate Podcast, Amar Patel, Principal at KBKG, breaks down how commercial real estate investors can uncover hidden tax savings through cost segregation. Amar explains what cost segregation really is, how it works, and why it's one of the most powerful tools for improving cash flow and maximizing returns in CRE. He also shares real examples and insights that can help investors, developers, and property owners make smarter financial decisions. 

Joining us on this episode of Living Off Rentals is someone who helps investors keep more of what they earn by using powerful, legal tax strategies. Ryan Carriere is a Client Services Manager at Hall CPA, a firm that specializes in helping high-income earners maximize tax savings through real estate. As both a CPA and real estate investor, Ryan has worked with hundreds of clients to save millions by leveraging strategies like bonus depreciation and the short-term rental (STR) loophole. Listen as he shares how to make the most of these tax advantages, what a cost segregation study actually involves, how to qualify for the STR loophole, and how even everyday investors can use these tools to build long-term wealth. He also breaks down creative tax-saving strategies like shifting income to your kids—and why documentation is key to staying audit-proof. Enjoy the show! Key Takeaways: [00:00] Introducing Ryan Carriere and his background [02:06] Getting into the niche of tax strategy in real estate [07:12] How he combined CPA work with real estate investing [11:00] Bonus depreciation is back to 100% and why it matters [12:40] How bonus depreciation works [14:41] 100% bonus depreciation explained in plain English [16:31] Real-world example of $35,000 in tax savings on a $500K property [17:52] The most common kind of tax strategy for short-term rental investors/W-2 earners [19:05] How the short-term rental loophole works and who qualifies [20:30] Meeting the 100-hour material participation test [25:32] The beauty of being married: Seen as one taxpayer instead of two [26:47] Is it too late to use tax-saving tools? [28:42] Determining the price point for the cost segregation study [31:36] Bonus depreciation beyond real estate—vehicles, equipment, and more [35:44] Benefits of shifting income to your kids [42:05] Does using these strategies increase audit risk? [48:08] Best practices for bookkeeping and compliance [49:28] Connect with Ryan Carriere [50:47] Outro Guest Links: Website: https://www.therealestatecpa.com/  LinkedIn: https://www.linkedin.com/in/ryancarriere/  Cost Segregation Study Affiliate: Get 10% off on Rental Property Refund's tax tool by checking out their free webinar here: https://www.livingoffrentals.com/costseg Show Links: Living Off Rentals YouTube Channel – youtube.com/c/LivingOffRentals  Living Off Rentals YouTube Podcast Channel - youtube.com/c/LivingOffRentalsPodcast  Living Off Rentals Facebook Group – facebook.com/groups/livingoffrentals  Living Off Rentals Website – https://www.livingoffrentals.com/  Living Off Rentals Instagram – instagram.com/livingoffrentals  Living Off Rentals TikTok – tiktok.com/@livingoffrentals 

Most business owners think making more money is the key to building wealth. The truth? It's keeping more of what you earn. In this episode, Tiffany Phillips shares powerful tax strategies that wealthy entrepreneurs use to slash tax bills and grow long-term wealth. You'll learn how to use rental property, cost segregation, 1031 exchanges, and capital loss harvesting to unlock major tax savings before December 31. She also explains how high-income earners use oil and gas deductions to cut taxes fast. Every strategy is time-sensitive, and waiting even a week could cost you thousands. This isn't theory—these are proven strategies that save business owners real money every year. Don't let the IRS take more than their share. Hit play now and discover how to protect your income, make smarter money decisions, and set yourself up for lasting wealth.   Next Steps:

This week on "Investing Simplified," Matt Sudol and Matt Mai examined the recent market rebound following earlier volatility, drawing parallels to previous downturns and emphasizing how quickly markets can recover. They discussed the importance of keeping your financial “buckets”—growth, emergency, and protection—balanced, and explained how every investor's situation is unique, whether accumulating wealth, approaching retirement, or actively drawing income. The duo highlighted the need for ongoing portfolio review and rebalancing to manage risk, especially given high market valuations, and encouraged listeners to schedule complimentary consultations to discuss their individual financial roadmap.Additionally, the show covered significant updates from the newly signed tax bill, effective for 2025, which brings changes such as expanded deductions for seniors, an increased SALT cap, and boosts to child tax credits. Matt and Matt stressed the importance of proactive tax planning in light of these changes and reminded listeners about the value of thorough estate planning—including trusts and privacy provisions—to protect family assets.Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation

Navigating the 2025 SMB Landscape: Proactive Tax Strategies and Expert Insights from Adam WilliamsSmall and medium-sized business owners are facing unprecedented challenges in 2025, from rapid legal changes to AI-driven disruption. In a recent episode, Josh Elledge sat down with Adam Williams, author and Co-founder of Pennywise Tax Strategies, to explore actionable strategies for SMB founders navigating complex tax, legal, and operational environments. Adam shared insights on proactive tax planning, leveraging expert advisors, and adapting to technological changes to help businesses thrive in an increasingly dynamic landscape.The Power of Proactive Tax PlanningAdam emphasizes that reactive tax preparation is no longer sufficient for SMBs looking to maximize profits and future-proof their businesses. Forward-thinking strategies like auditing profit and loss statements, employing family members, leveraging the Augusta Rule, choosing the right business entity, and utilizing cost segregation can save businesses significant money while maintaining compliance. He also highlights the importance of ongoing education and expert advisors, ensuring owners can confidently navigate new laws, AI integration, and changing economic conditions.Proactive planning goes beyond minimizing taxes—it's about optimizing operations and leveraging every available advantage. SMB owners can use these strategies to automate processes, structure their teams effectively, and ensure every deduction, credit, or exemption is captured. Adam's guidance demonstrates how combining thoughtful planning with expert support allows businesses to remain agile, profitable, and competitive in 2025 and beyond.Entrepreneurs who implement these strategies not only reduce risk but also position their businesses for sustainable growth. From cost-saving opportunities to AI-driven efficiency improvements, the insights Adam shared provide a clear roadmap for SMB founders seeking long-term success. By taking a proactive approach, business owners can reclaim control over their finances, optimize operations, and confidently scale their enterprises.About Adam WilliamsAdam Williams is the Co-founder of Pennywise Tax Strategies and a seasoned author focused on actionable tax and business advice for small and medium-sized enterprises. With deep expertise in tax planning, business law, and strategic consulting, Adam empowers SMB owners to make informed decisions that maximize profits and minimize risk.About Pennywise Tax StrategiesPennywise Tax Strategies helps small and medium businesses implement proactive tax planning, optimize deductions, and leverage financial strategies to grow efficiently. Their team specializes in forward-looking solutions that combine expert knowledge with practical, actionable tactics for entrepreneurs navigating a rapidly evolving business environment.Links Mentioned in this EpisodePennywise Tax StrategiesAdam Williams LinkedInKey Episode HighlightsHow SMBs can navigate complex tax and legal changes in 2025Strategies for proactive tax planning and financial optimizationLeveraging expert advisors and mastering profit and loss statementsTips for employing family members, leveraging the Augusta Rule, and entity selectionInsights on cost segregation and maximizing deductions for SMBsConclusionThe 2025 SMB environment demands proactive planning, strategic partnerships, and a keen understanding of tax and operational opportunities. Adam Williams' insights provide a roadmap for entrepreneurs seeking to thrive amid uncertainty by optimizing finances, leveraging expert guidance, and positioning...

Why do so many high-earning pilots struggle to build real wealth?Hosts Tait Duryea and Ryan Gibson get candid about the habits, mindset, and blind spots that keep aviators from achieving true financial independence. They reveal the five biggest mistakes pilots make, from lifestyle creep and tax traps to ego-driven investing, and how to replace them with smarter, more sustainable wealth strategies. Whether you're a first officer just starting out or a captain eyeing retirement, this conversation will challenge how you think about money, success, and the long game of building lasting freedom.Show notes:(0:00) Intro(1:32) The pilot ego and knowing it all(3:14) Why pilots don't get rich(7:01) The 401(k) balloon problem(11:37) Multiple streams of pilot income(18:25) #1 Lifestyle creep and paycheck trap(19:21) #2 The investing knowledge gap(20:31) #3 Ego over education(21:46) #4 The silent thief: Taxes(23:24) #5 Peer pressure and social influence(29:37) OutroEpisode suggestions:#10 - Reduce Your Taxes & Maximize Returns Using PROVEN Investment: https://tinyurl.com/2kmd7y7z#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate: https://tinyurl.com/4e2nex6d—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.

Should your tax saving strategies stay the same with the new tax law changes? The guys are going back to the basics with the five savings environments, diving into where the best places to put your money are, depending on your unique plan. Tax diversification is crucial to your financial plan, so when the unexpected happens, your financial planner can adjust accordingly to maximize your savings.   LINKS Podcast Video cainwatters.com Submit a Question Facebook | YouTube | Instagram

What if you’re missing out on thousands by ignoring the latest tax law changes? This episode breaks down the new rules for Social Security, Roth conversions, and self-directed IRAs, plus why timing matters for year-end retirement moves. Damon Roberts and Matt Deaton explain how to take advantage of low tax rates, avoid costly RMD penalties, and make smart decisions before December 31st. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Send us a textTaxes can feel overwhelming without the right strategies and help. Aesthetic practice owners risk leaving money on the table or worse, paying more than they should. In this episode of Shorr Solutions: The Podcast, CEO & Founder Jay Shorr and Senior Client Success Manager Nan Maddox join Host Cristian Devoz to break down how to prepare in Q3 and Q4 so you can minimize your tax liability. You'll learn how to make smarter purchases, leverage deductions like Section 179, and explore strategies to help your practice maximize savings.Schedule your free consult with our expert, Jay Shorr, here. To sign up for our Conversion Cascade 2.0 online course, click here. Don't forget to enter code PODCAST at checkout for 20% OFF! Connect with us:Website: https://shorrsolutions.com/Instagram: https://www.instagram.com/shorrsolutionsFacebook: https://www.facebook.com/shorrsolutionsLinkedIn: https://www.linkedin.com/company/shorrsolutionsYouTube: https://www.youtube.com/user/TheBestMBS1/featured

 What if the IRS helped pay for your business car or equipment? In this episode, Tiffany Phillips reveals how wealthy business owners use smart tax strategies to turn everyday purchases into massive tax savings. Learn how Section 179, bonus depreciation, and the “6,000-pound rule” can help you write off vehicles, equipment, and even buildings faster than you thought possible. Hear real stories of clients who turned tax savings into rental properties and steady cash flow. Tiffany also explains the money mindset shift that separates wealthy business owners from everyone else. If you want to save thousands in taxes while building long-term wealth, this episode is a must-listen. Don't wait—discover how to make tax planning work for you today.   Next Steps:

Send us a textAre you spending money the wrong way? Every dollar is either pre-tax or after-tax money. Knowing the difference is the key to thousands in tax savings.In this episode, we cover how to turn everyday expenses into business deductions. From meals and travel to home office and even hiring your kids, you'll learn the mindset shift that could save you thousands each year. 

Starting a new job always brings changes and new opportunities. For some docs, it may bring the question if being a 1099 contractor will create tax savings or a headache? Nate Reineke breaks down what you should consider if you are deciding between being a W-2 employee or a 1099 contractor. We discuss how things like benefits and employer costs should factor into the decision. Be sure to listen to the end to hear what you should ask your CPA in order to make the best decision. We also answer your colleagues' questions. A Surgeon in New York is planning to pay for their child to attend undergraduate and graduate school in the Northeast. They are worried about overfunding a 529 and want to know if they should use a 529 to save everything for college. An audience member at our webinar asked us how to choose a 529 plan since the state they live in doesn't offer any state benefits. An Ophthalmologist in Chicago says, we are building a house and are being offered a “lender's credit”. Should we put it toward closing costs or use it to buy down the interest rate? Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

On today's episode, Dr. Mark Costes is joined by CPA Brent Saunier of Pro-Fi 20/20 and Phase One Dental CPAs to break down the Big Beautiful Bill and its major tax advantages for dentists and business owners. Brent explains how 100% bonus depreciation and updated Section 179 limits can create six-figure savings, why the PTE tax election is a game-changer, and what to know about the new SALT cap and permanent 37% top rate.  They also dig into tax planning fundamentals, like cost segregation, the Augusta Rule, employing your kids, oil & gas strategies, and how to avoid major headaches with solid bookkeeping. Brent wraps up by introducing Phase One—a new, lower-cost accounting solution for startups and growing practices. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://www.profi2020.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Joseph Lombardi, a real estate expert focused on tax savings and wealth building strategies. Joseph shares his insights on navigating the complexities of the financial landscape, particularly for blue-collar business owners. He discusses the importance of ethical business practices, building strong relationships, and the pitfalls of traditional retirement plans like 401ks. Joseph emphasizes the need for financial education and the legacy one can leave for future generations.   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   —--------------------

Suze reviews the past week in the markets and then we go to Suze School for a lesson about whether you really get a true tax savings, by writing off your mortgage payments. Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

The One Big Beautiful Bill has passed, and it could put thousands of dollars back in your pocket. In this episode, we're breaking down how this powerful piece of legislation could help lower your tax bill and supercharge your returns, whether you're relatively new to real estate investing or actively scaling your portfolio!   Welcome back to the Real Estate Rookie podcast! Today, we're joined by Amanda Han and Matt MacFarland from Keystone CPA, who break down the latest tax bill, what it means for rookie investors, and a few of the best tax strategies to implement. We'll cover things like 100% bonus depreciation, cost segregation studies, and the short-term rental loophole. You'll even learn about the extended qualified business income (QBI) deduction that benefits many Americans—including real estate investors!   But that's not all. We'll also provide realistic examples of how a rookie can double their write-offs, the “marriage loophole” that helps couples maximize their tax savings, and the biggest (and most expensive) rookie tax mistakes to avoid at all costs! In This Episode We Cover How the One Big Beautiful Bill could more than double your tax savings in 2025 Why 100% bonus depreciation is a game-changer for real estate investors The short-term rental loophole that could help offset your W-2 income by thousands How to use a cost segregation study to accelerate property deductions The “marriage loophole” high earners use to lower their taxable income Tweaking your investing strategy to maximize your tax breaks And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/rookie-615 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

Gian Pazzia is the Chairman & Chief Strategy Officer at KBKG, where he oversees all strategic initiatives for one of the nation's leading specialty tax firms. With over 25 years of experience in the cost segregation industry, Gian is a recognized authority in his field and a former President of the American Society of Cost Segregation Professionals (ASCSP). During his tenure, he spearheaded the publication of the first technical standards for cost segregation reports and worked closely with the IRS on audit techniques, repair regulations, and landmark tax cases. As one of the first professionals in the U.S. to earn the Certified Cost Segregation Professional (CCSP) designation, Gian has provided expert testimony before the IRS and has been published in journals such as Accounting Today, AICPA's Tax Advisor, and Bloomberg Tax. Before joining KBKG, he worked at two of the Big Four accounting firms, helping to develop proprietary cost segregation software and advanced training programs. Today, Gian is a sought-after speaker who has educated thousands of CPAs and real estate professionals nationwide. In this episode, Gian and I dive into the world of cost segregation and its powerful role in boosting cash flow for real estate investors. We explore how accelerating depreciation can save investors significant money on taxes, why bonus depreciation is such a game-changer, and how even small property owners can benefit. Gian also shares insights into energy efficiency tax incentives, how technology and AI are making cost segregation more accessible, and why running real estate like a true business is the key to long-term wealth.   What You Will Learn: Who is Gian P. Pazzia, and how did he become one of the nation's leading experts in cost segregation? What exactly is cost segregation, and how can it accelerate depreciation to maximize investor cash flow? How has bonus depreciation reshaped the tax landscape for real estate owners? What practical examples show the impact of cost segregation on small and mid-size properties? How KBKG's software empowers everyday investors to take advantage of strategies once reserved for large institutional players. What energy efficiency tax incentives are available to multifamily investors and developers? Why treating real estate like a business—and leveraging the right tax strategies—is critical for building lasting wealth. Gian's story is proof that expertise, strategy, and innovation can transform the way investors approach real estate. Whether you're a new landlord with a duplex or a seasoned multifamily developer, this episode will give you practical tools to minimize taxes, maximize cash flow, and grow your portfolio more effectively.   Links & Resources: Email Address: gian.pazzia@kbkg.com Facebook: https://www.facebook.com/KBKGTaxIncentives/ X: https://twitter.com/KBKG LinkedIn: https://www.linkedin.com/company/kbkg/ Youtube: https://www.youtube.com/user/KBKGinc Discount for listeners: Use code MASSIVE2025 at checkout for 10% off KBKG's residential cost segregation software.   Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit: Join GIA Team | The Global Investor Agent Team to see what we can offer and to schedule your FREE consultation! Our NEW book is out…order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX   HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

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We'd love to hear from you. What are your thoughts and questions?In this conversation, Allen Lomax and Scott Smith discuss the critical importance of legal protection in wealth building, emphasizing that a strong portfolio is only as secure as its weakest link. Scott shares his personal journey from being a litigator to creating Royal Legal Solutions, a firm dedicated to helping investors protect their assets through comprehensive legal strategies. They explore the complexities of insurance, the ethical considerations in financial planning, and the necessity of a solid legal foundation for long-term financial freedom. The discussion highlights the need for a shift in mindset from merely chasing returns to prioritizing stability and protection.Main Points:A single lawsuit can wipe out your portfolio overnight.Legal protection is the missing piece in wealth building plans.True wealth is about what you keep, not just what you earn.Insurance companies often deny coverage when it matters most.A strong umbrella policy is essential for asset protection.Saving money on taxes is the best investment you can make.Life is about the journey, not just accumulating wealth.Visual diagrams help in understanding complex legal structures.People often neglect the importance of estate planning.A holistic approach to asset protection is crucial for success.Connect with Scott Smith:scott@royallegalsolutions.comhttps://www.linkedin.com/in/scottroyalsmith/royallegalsolutions.comhttps://www.facebook.com/royallegalsolutions/https://www.linkedin.com/company/royal-legal-solutions/

In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with CPA Dawn Polin, who specializes in real estate incentives, particularly cost segregation. Dawn discusses her approach to helping small investors maximize their returns through innovative software solutions and emphasizes the importance of customer service and automation in her business. She shares insights on handling pressure during tax season, her future goals of leveraging technology, and the significance of building strong client relationships in the real estate industry.   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   —--------------------

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you overlooking a tax-saving tool worth thousands that's sitting right in front of you?Many high-income professionals and real estate investors get caught up in complex strategies like the Smith Maneuver or cash damming—powerful, yes, but painfully slow to pay off. The truth is, these long-game approaches can distract you from simpler, more immediate wins. In this episode, we break down how one investor, focused on advanced tactics, was missing an obvious opportunity that could put thousands of dollars back in his pocket this year. If you've ever wondered whether you're working too hard for too little tax relief, this conversation will hit home.You'll discover:How cash damming works—and why clean record-keeping is non-negotiable.When it makes sense to hire an investor-savvy accountant and how the costs compare to the actual tax savings.Why RRSP contributions, often ignored by real estate investors, can create instant tax refunds worth thousands while still supporting your long-term wealth strategy.Press play now to learn how to stop missing the forest for the trees and unlock immediate tax savings while still building for the future.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just working hard—it's about mastering tax strategies and aligning them with a clear Canadian wealth plan. From cash damming and RRSP optimization to investment loans and corporate wealth planning, T4 earners and Canadian entrepreneurs alike can unlock powerful tax savings. With the right accountant and smart financial planning tools, you can balance salary vs dividends in Canada, create effective financial buckets, and design a financial visiReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

In this episode, Tiffany unpacks the deep connection between your money mindset and your bottom line. You'll hear powerful stories from real clients who've saved over $60K in taxes—not just through smart tax strategies, but by transforming their relationship with money. If you're a female entrepreneur tired of overworking and under-earning, this conversation will shift how you think about small business finance, wealth planning, and tax minimization. Tiffany reveals how scarcity thinking silently sabotages success, why women often resist tax strategies, and how to develop the financial mindset to build real, lasting wealth. You'll leave with practical strategies, tax tips, and the clarity to make better money decisions today.   Next Steps:

Taking the occasional break from interviews to cover some sessions to help you save money on your taxes as an entrepreneur. The way I look at it, saving money on taxes is like a side hustle all on its own. These shows were originally produced for the education section inside the Passive Income Engines membership program.   The book Home Business Tax Savings Made Easy can be purchased on Amazon at  https://amzn.to/4be7uJ3    Full disclaimer- I am not a tax professional, nor do I claim to be one. Consult a tax professional about anything you hear on this show. Treat everything I say as the ravings of a madman unless confirmed with a professional.    --- Click here to change your life- http://eepurl.com/gy5T3T   Hit me up for a one-on-one brainstorming session- https://militaryimagesproject.com/products/brainstorming-session-1-hour    Check out my Linktree for different ways to rock your world! https://linktr.ee/ruggeddad    Check out the sweet Hyper X mic I'm using. https://amzn.to/41AF4px    Check out my best-selling books: Rapid Skill Development 101- https://amzn.to/3J0oDJ0 Streams of Income with Ryan Reger- https://amzn.to/3SDhDHg Strangest Secret Challenge- https://amzn.to/3xiJmVO This page contains affiliate links. This means that if you click a link and buy one of the products on this page, I may receive a commission (at no extra cost to you!) This doesn't affect our opinions or our reviews. Everything we do is to benefit you as the reader, so all of our reviews are as honest and unbiased as possible. #passiveincome #sidehustle #cryptocurrency #richlife

Send us a textEpisode ResourcesWebsite: taxgoddess.comClark St Digital helps you grow your real estate company with:Amazing Overseas Talent who cost 80% less than their US equivalentsDone-For-You subscription servicesDone-For-You project servicesGo to ClarkStDigital.com to schedule your free strategy meeting. Additional Resources: Clark St Capital: https://www.clarkst.com Clark St Digital: https://www.clarkstdigital.com Podcast: https://bit.ly/3LzZdDx Find Us On Social Media: YouTube: https://www.youtube.com/@clarkstinvestorsacademy LinkedIn: https://www.linkedin.com/company/clark-st-capital

In this episode of Zero to CEO, I speak with Yesit Campo, an experienced valued professional, about how tax planning can drive business growth. We explore how smart strategies around deductions, credits, and exemptions can reduce tax liability and free up resources to invest back into your business. Whether you're running a startup or scaling a company, this episode breaks down how tax planning is more than just a seasonal task, it's a growth strategy. Learn how to expand your budget, reinvest your savings, and build lasting financial strength.

In this final episode of the New Tax Laws Decoded series, we unpack how the end of popular clean energy tax credits is creating surprising new tax-saving opportunities for business owners. Host [Name] explains which incentives are disappearing—including electric vehicle, solar, and home improvement credits—and reveals what's replacing them. Learn how to pivot your business strategy toward advanced manufacturing, childcare credits, and opportunity zones to stay aligned with shifting government priorities. Whether you're looking to reduce taxes, boost profits, or build a more adaptive business, this episode gives you the strategic insights and tax tips you need to thrive. Don't miss the practical advice, smart strategies, and clear breakdowns of where the money's going now.   Next Steps:

Laura explains how an HSA helps you reduce taxes, build wealth, and cut the cost of just about any healthcare expense, even if your insurer doesn't cover it. Transcript: https://money-girl.simplecast.com/episodes/tips-to-maximize-an-hsa-from-tax-savings-to-retirement/transcriptHave a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDT