Podcasts about tax savings

From Engineer to Real Estate Investor: How Short-Term Rentals Changed Everything | Wanderlust Wealth Show

In this conversation, Dylan Silver interviews Carlos Samaniego, an enrolled agent and tax resolution expert. Carlos shares his unique journey from military service to becoming a tax professional, detailing his personal experiences with tax issues and the importance of seeking help. The discussion covers various aspects of tax deductions for real estate investors, the risks of relying on social media for tax advice, and the growing need for new professionals in the tax industry. Carlos emphasizes the importance of proper tax strategy and the potential for significant savings through informed financial practices.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, John Harcar interviews Jake Hanes, a CPA and real estate investor, discussing various tax strategies for investors. Jake shares his journey from being a CPA to becoming a successful real estate investor, highlighting the importance of understanding numbers in real estate. He recounts early challenges in real estate investments and emphasizes the significance of making informed buying decisions. The discussion also covers common tax mistakes investors make and effective strategies to minimize tax liabilities, including 1031 exchanges and advanced options like Delaware Statutory Trusts and Donor Advised Funds. Jake offers insights into building wealth through real estate and the importance of having a solid team and processes in place. 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   —--------------------

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    Sign up for the Tip Sheet for tons of income opportunities- https://drdavea6500c.clickfunnels.com/sales-pagekwe3so96    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.  --- Check out the sweet Hyper X mic I'm using. https://amzn.to/41AF4px    Check out Dr. Dave's Streams of Income at: www.drdavidpowers.com   www.instagram.com/drdavidpowers  www.youtube.com/@streamsofincomebydrdave  --- Join the Streams of Income community at www.facebook.com/groups/streamsofincomedream  --- Check out Passive Income Engines to find your own Streams of Income at www.SelfCoachYourself.com --- 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

In a year of economic whiplash, staying invested is easier said than done, particularly when the market drops 20% in ten days. But that's when the real opportunities appear.In this special 50th episode, Richard Taylor and James Boyle are back in the trenches to reflect on client behaviour during turbulent times, the emotional traps that investors fall into and the importance of holding your nerve when the pressure is on.Richard and James break down how to navigate volatility with a clear head and a smart strategy. You'll hear their advice on how to:·      Stay invested during downturnsand why resisting the urge to panic can preserve your wealth and even unlock powerful tax advantages.·      Use tax-loss harvesting to your advantage including a real client example where staying the course led to over $20,000 in carry forward losses to offset future gains.·      Avoid emotional investing traps and what the infamous (but false) “dead investor” myth still gets right about behaviour and market performance.·      Watch the economic signals that matter like May's surprising rally and why upcoming jobs data could shape Fed decisions and market sentiment.If you're enjoying the show, please follow it wherever you're listening to it now, and consider leaving a 5 star rating and review to help the mission, which is to help expats and immigrants thrive in America. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn.We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.We're the Brits in America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

Want to keep more of what you earn and build long-term security for yourself and your team? Retirement planning may sound overwhelming — but with the right strategy, it can reduce your taxes, attract better employees, and set you up for the future. In this episode, I talk with Matt Ruttenberg, co-owner and Director of Business Development at Life, Inc. Retirement Services. Matt helps businesses, including bars and restaurants, figure out how to set up retirement plans that actually work for them. In today's episode:Why IRAs aren't always the best choice for bar ownersWhat makes a 401(k) more flexible — and how it can save you moneyThe tax credits that are available right now (they can be big!) How you can set rules around who qualifies — so you're not giving money to short-term staff What to expect when you set one up (it doesn't take as long as you think) Listen now and take the guesswork out of retirement planning for good. Learn more about Life, Inc. Retirement Services Life, Inc. Retirement Services WebsiteLearn More:Schedule a Strategy SessionBar Business Nation Facebook GroupThe Bar Business Podcast WebsiteChris' Book 'How to Make Top-Shelf Profits in the Bar Business'Thank you to our show sponsors, SpotOn and Starfish. SpotOn's modern, cloud-based POS system allows bars to increase team productivity and provides the reporting you need to make smart financial decisions. Starfish works with your bookkeeping software using AI to help you make data-driven decisions and maximize your profits while giving you benchmarking data to understand how you compare to the industry at large. **We are a SpotOn affiliate and earn commissions from the link above. A podcast for bar, pub, tavern, nightclub, and restaurant owners, managers, and hospitality professionals, covering essential topics like bar inventory, marketing strategies, restaurant financials, and hospitality profits to help increase bar profits and overall success in the hospitality industry.

Mike Stubbs speaks with London Deputy Mayor Shawn Lewis about $10-million dollars in savings that should reduce the average London 2026 property tax bill by 0.7%.

In this first episode of a two-part series, tax incentives expert Gian Pazzia provides a high-level overview of key tax-saving strategies for business owners and real estate investors. Gian breaks down major trends like cost segregation and energy tax credits, revealing how these tools can accelerate deductions, reduce taxable income, and unlock significant savings.  This episode sets the stage for Part 2, which will dive deeper into practical implementation with another special guest. Key Takeaways: Cost Segregation Studies: How breaking down your building's components can accelerate depreciation and increase first-year deductions by up to 25%, delivering major cash flow benefits for real estate investors. Real Estate Professional Status & Short-Term Rentals: Insights on how meeting specific IRS criteria or leveraging short-term rental classifications can unlock the ability to offset passive losses against active income. Stacking Incentives: Exploring how commercial real estate investors can combine accelerated depreciation with energy tax credits (like 179D and 45L) to maximize tax benefits. Stay tuned for Part 2, where we'll go beyond the overview and dig into the detailed tactics and implementation steps for these tax-saving strategies. Resources:  For 10% off your residential Cost Segregation study (under $1.2M) : www.costsegregation.com/BREAKAWAY2025 Connect with Gian Pazzia: Website: www.kbkg.com/residential-costsegregator   Linkedin: www.linkedin.com/in/costsegregationservices/

Send us a textTax planning strategies work at every income level, creating legitimate savings that can accelerate your journey to financial freedom. Implementing these approaches strategically can significantly reduce your tax burden while staying within legal boundaries.• Turn side hustles into legitimate businesses with clear profit intentions to create tax deductions• Real estate investing offers tax advantages through depreciation, even at small scales• Those earning under $100K can write off up to $25K in rental losses against ordinary income• Proactive tax planning includes optimizing write-offs for meals, travel, and supplies• Strategic stock portfolio management minimizes capital gains taxes• Traditional IRA contributions can be converted to Roth IRAs for tax-free growth regardless of income• High earners can utilize $14-16K annually in "backdoor Roth" contributions for tax-free growth• Education credits like the American Opportunity Tax Credit provide up to $2,500 in direct tax savingsReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Learn more about applying these strategies to your situation by taking our mini-course at taxplanningchecklist.com, which includes personalized feedback based on your circumstances.

This conversation explores how AI is transforming tax planning, particularly in optimizing strategies, identifying savings opportunities, and simplifying compliance. The discussion highlights the importance of R&D tax credits and the role of AI in asset protection and estate planning, emphasizing a holistic approach to financial management.Takeaways• AI is revolutionizing tax planning by optimizing strategies.• Automation in tax compliance saves time and reduces stress.• AI-driven analytics can predict future savings opportunities.• R&D tax credits are often overlooked but can provide significant savings.• Asset protection is crucial for safeguarding personal wealth.• AI helps in crafting proactive estate planning strategies.• The integration of AI allows for tailored financial solutions.• AI simplifies complex compliance documentation.• Holistic financial management connects tax strategies with asset protection.• AI is reshaping how individuals and businesses approach financial planning.Sound Bites• It saved their heirs six figures.Listen & Subscribe for More:

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  Sign up for the Tip Sheet for tons of income opportunities- https://drdavea6500c.clickfunnels.com/sales-pagekwe3so96  ---   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.  --- Check out the sweet Hyper X mic I'm using. https://amzn.to/41AF4px    Check out Dr. Dave's Streams of Income at: www.drdavidpowers.com   www.instagram.com/drdavidpowers  www.youtube.com/@streamsofincomebydrdave  --- Join the Streams of Income community at www.facebook.com/groups/streamsofincomedream  --- Check out Passive Income Engines to find your own Streams of Income at www.SelfCoachYourself.com --- 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

Get ready to fast-track your financial freedom. In this power-packed solo episode, Tait Duryea and Ryan Gibson share the top strategies from over 110 episodes of Passive Income Pilots. From unlocking hidden cash in your 401(k) and home equity to leveraging life insurance and short-term rentals for major tax breaks, they distill years of pilot-specific investing wisdom into five key pillars. You'll learn about real estate professional status, cost segregation, bonus depreciation, syndications, and which CPA you need. Whether you're just starting or optimizing your path to passive income, this episode is your blueprint.Show notes:(0:00) Intro(1:59) Five investing categories for pilots(3:38) Finding cash to invest smartly(4:59) Whole life insurance and infinite banking(10:17) 401(k) loans and strategic borrowing(19:31) The short-term rental loophole explained(24:53) Real estate professional (REP) status breakdown(31:03) Cost segregation and bonus depreciation(40:20) OutroConnect with Hall CPA: https://bit.ly/HallCPA Hall CPA - Passive Income Pilots 1-1 Tax Strategy Call: https://calendly.com/tax-smart-rei-plus/pipEpisodes mentioned:#11 - How To Succeed In This High Interest Environment#14 - Depreciation Demystified: Cost Segregation and Tax Savings in Real Estate with Toby Mathis#23 - Counting the Cost: The Risks and Rewards of 401(k) Loans for Pilots#36 - Decoding the Untapped Potential and Complex World of Self-Directed IRAs with Derreck Long#44 - Mastering Year-End Tax Strategies: From IRA Conversions to Short-Term Rental Loopholes#47 - Innovative Wealth Strategies: From Life Insurance to Alternative Investing with Christian Allen and Rod Zabriskie#70 - Leveraging Life Insurance for Passive Income with Rod Zabriskie and Blake Brogan#71 - 5 Creative Ways To Find Investment Cash#74 - The Inside Track: Mastering Real Estate Syndications for Long-Term Success#75 - Unlocking Real Estate Professional Status (REPS) with Brandon Hall#82 - From LLCs and HSAs to Roth IRAs: Mastering Wealth Protection with Mark Kohler#84 - Tax-Free Growth & Infinite Loans: Whole Life Insurance Strategies for High-Earners#85 - Cost Segregation: The Tax Strategy You Can't Afford to Ignore with Erik Oliver#108 - Case Study: Real Estate Professional Status That Held Up in Court with Brandon Hall#110 - The IRA Club Advantage: The Self-Directed IRA Strategy for Pilots with Ramez Fakhoury— 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.

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.  --- Check out the sweet Hyper X mic I'm using. https://amzn.to/41AF4px    Check out Dr. Dave's Streams of Income at: www.drdavidpowers.com   www.instagram.com/drdavidpowers  www.youtube.com/@streamsofincomebydrdave  --- Join the Streams of Income community at www.facebook.com/groups/streamsofincomedream  --- Check out Passive Income Engines to find your own Streams of Income at www.SelfCoachYourself.com --- 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

Paying for college is one of the biggest financial hurdles families face—even as you're chasing or approaching FIRE. What's the smartest way to save for higher education while also securing your financial future? Scott, Mindy, and Amberly are breaking it all down on today's episode! Welcome back to the BiggerPockets Money podcast! There are several ways to fund your child's education, and if you're actively building wealth, you likely have even more options at your disposal. We'll show you how to find “free” money through government grants and scholarships, but since these could be off the table for those who are pursuing financial independence, we'll also compare popular college savings accounts—like the 529 college savings plan and UTMA (Uniform Transfer to Minors Act) account. If you want to limit your tax liability, one option reigns supreme! We know this is a personal decision, and you shouldn't be guilted into one direction or the other. Whether you're saving for your own children, your grandkids, or just curious about how to balance college tuition costs with FIRE goals, we'll equip you with a practical roadmap for funding education on your own terms—one that keeps you on track to retire early! In This Episode We Cover How Scott, Mindy, and Amberly are funding their children's college education The pros and cons of 529 college savings plans versus UTMA accounts How to uncover “free money” to help pay for college tuition costs State-specific tax benefits to keep in mind when contributing to a 529 plan Securing your financial future before saving for higher education And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/money-639 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

You've heard the strategy. You've seen the market updates. But what's it actually like to invest in rental properties in Jacksonville with JWB?On this episode of the Not Your Average Investor Show, we're sitting down with a real client to walk through their journey—how the decision to work with JWB was made, what the experience has been like so far, and how it's helping push toward long-term financial goals.This investor brings deep experience in commercial real estate from California and is now applying that knowledge to build a single-family rental portfolio in Jacksonville.Join show host, Pablo Gonzalez, to hear:✅ Why they chose JWB and the Jacksonville market✅ What the investment process actually looked like from their side✅ How their properties are performing—and how they think about returns✅ What advice they'd give to anyone considering a similar pathIf you've been wondering what it's really like to build a rental property portfolio with a vertically integrated team behind you, this episode is your chance to hear the full story—straight from a fellow investor.Listen NOW!Chapters:00:00 Introduction and Welcome01:54 Renee's Investment Journey Begins03:18 Diversification and Risk Management05:24 Navigating Market Choices08:00 Choosing Jacksonville and JWB12:15 Long-Term Investment Mindset19:00 The Importance of Good Management30:14 Comparing Different Markets33:37 Renee's Portfolio and Future Plans35:39 Discussing Initial Investment Experiences35:56 Expanding the Portfolio: Timberman Properties36:52 Financing Strategies and Property Acquisitions38:29 Navigating 1031 Exchanges39:30 Evaluating Returns and Profit Centers44:14 Insights on Property Appreciation and Market Trends50:20 Tax Savings and 1031 Exchange Benefits53:23 Advice for New Investors56:14 Importance of Reserves and Long-Term Strategy59:49 Final Thoughts and Community EngagementStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

Welcome back to the Dollar Wise Podcast. In this episode, Jason Gabrieli, CFP, is joined by Andrew Barhardt, CFP, to explore how charitable contributions can be optimized for tax efficiency. They discuss practical strategies such as donor-advised funds, gifting appreciated stock, and estate planning techniques to ensure your generosity also leads to tax benefits. Whether you're navigating a high-income year or planning your legacy, this episode offers valuable insights to help you give wisely.Tune into this episode to also learn:● How donor-advised funds can provide flexibility and immediate tax deductions.● The benefits of gifting appreciated stock to eliminate capital gains taxes.● When charitable remainder trusts (CRTs) are appropriate for advanced planning.● Why designating charities as IRA beneficiaries can be a smart estate strategy.What we discussed● [00:00:06] Why many charitable contributions don't provide tax benefits under current standard deduction rules.● [00:02:45] Introduction to donor-advised funds and how they work.● [00:05:29] When donor-advised funds are most advantageous, especially in high-income years.● [00:07:12] How deduction bunching can help maximize tax deductions.● [00:11:37] Gifting appreciated stock to avoid capital gains taxes.● [00:14:00] Overview of advanced charitable trusts like CRATs and CRUTs.● [00:17:03] The best assets to leave to charity versus heirs in estate planning.● [00:18:26] The importance of tax-efficient charitable giving both during life and after death.3 Things To Remember1. Donor-advised funds offer a flexible way to manage charitable giving while optimizing tax deductions.2. Gifting appreciated assets can eliminate capital gains taxes and enhance the impact of your donations.3. Strategic estate planning ensures that both your heirs and charities benefit in the most tax-efficient manner.Useful LinksConnect with Jason Gabrieli: https://www.linkedin.com/in/jasongabrieliLike what you've heard…Learn more about HFM HERESchedule time to speak with us HERE

In this episode of the 9innings Podcast, Kevin Thompson delves into the topic of "above the line deductions" to help listeners lower their adjusted gross income (AGI). Using relatable analogies like baseball, Kevin breaks down complex tax concepts into understandable and actionable steps. He covers common deductions such as educator expenses, retirement contributions, student loan interest, and Health Savings Account (HSA) contributions. Kevin also highlights additional deductions for self-employed individuals. Throughout the episode, he emphasizes the importance of understanding these deductions to maximize tax savings and keep more money in one's pocket.Understanding Above the Line Deductions (00:01:05) Importance of Adjusted Gross Income (00:02:30)Common Above the Line Deductions (00:03:43) Health Savings Account Contributions (00:06:17) Self-Employment Tax Deductions (00:07:31) Unique Deductions and Wild Cards (00:08:58) Action Steps for Tax Savings (00:10:14) Conclusion and Wrap Up (00:11:17) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

Unlock powerful small business tax strategies with seasoned financial expert Sohail Sadeghi, Principal at Atlantis Tax Group and Financial Services. In this episode, Sohail shares insider tips on reducing tax liability, avoiding costly tax mistakes, and navigating international tax laws.

Key Takeaways: Put As Much As You Can into Your 401(k) A 401(k) lets you save money before the government takes taxes out. That means you pay less in taxes now and get to save more for your future. Free Money from Your Job (Company Match!) Some jobs will match part of the money you put in — like if you put in $100, they might also add $100. That's basically free money, and it helps your savings grow faster! Older = Can Save More When you get older, you're allowed to put even more money into your 401(k). It's like getting extra space in your savings locker the closer you get to retirement. Save on Taxes Today Since the money you put in your 401(k) is pre-tax, you won't pay taxes on it right now. That helps keep more of your paycheck today while you prepare for the future. Plan Like a Championship Team Winning with money takes strategy and discipline — just like a sports team working hard to reach the Final Four. If you stick to your plan, you'll be ready for a strong finish later in life. Chapters: Timestamp Summary 0:29 NCAA Tournament and Retirement Planning 1:16 Tax Benefits of Maxing Out Retirement Plans 2:25 401(k) Plan Contribution Limits Explained 4:09 Withdrawal and Tax Implications 5:39 Encouragement to Maximize Contributions   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Send us a textTake our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com Ready to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/newsletter-subscriptionAre you unknowingly falling into these 5 hidden state tax traps that could be costing you thousands? In this video, we break down the most overlooked state tax issues that business owners, real estate investors, and high-income earners often miss—and how you can maximize your tax savings and avoid compliance risks.Here's what you'll learn:- Why the location of your LLC doesn't impact state tax obligations (and what actually matters).- How losses from out-of-state properties might not offset your income where you live.- The key differences between federal and state K1 income that could lead to costly errors.- How to leverage state tax credits and pass-through entity tax elections for bigger deductions.- The importance of timing your major financial moves to avoid high-tax states.These practical strategies are designed to help you keep more of your hard-earned money, whether you're navigating complex state tax rules or planning for long-term wealth-building. Don't let hidden tax traps derail your financial goals—start optimizing today!

Farming isn't just about what you grow above ground—it's also about what lies beneath. The fertility of your soil could be worth thousands in tax savings through a little-known provision that's been hiding in plain sight for over 60 years.Stephanie Scherbinski from Arthur Companies joins us to unpack Section 180 of the IRS tax code, a powerful tax strategy allowing farmers to depreciate soil nutrients when purchasing farmland. While farmers have long been able to depreciate equipment, buildings, and improvements, the land itself has traditionally offered few tax advantages—until now.We explore how this overlooked tax provision works in practice. When you purchase farmland, comprehensive soil testing can identify valuable nutrients—from nitrogen and phosphorus to zinc and boron—that represent a depreciable asset. The numbers are striking: farmers in the Red River Valley are seeing deduction values of $1,800-$1,900 per acre, while those in central North Dakota average around $1,200 per acre. On a quarter section of land, that could mean tax savings approaching $100,000 for farmers in higher tax brackets.Stephanie walks us through who qualifies (active farmers, inherited land) and who doesn't (gifted land), while addressing common questions about the process. Unlike some tax strategies, Section 180 can be utilized repeatedly as land changes hands through inheritance, creating multi-generational tax advantages for farm families.As land prices continue to climb and margins tighten, this tax strategy could be the competitive edge farmers need when expanding operations or helping the next generation get started. Whether you purchased land recently or years ago, Section 180 might be the financial tool you've been overlooking.Follow at www.americalandauctioneer.com and on Instagram & FacebookContact the team at Pifer's

Want to pay less in taxes during retirement? You actually have more control over your tax rate than you might think. James breaks down how different investment accounts—like brokerage accounts, 401(k)s, Roth IRAs, HSAs, and inherited accounts—are taxed and how smart withdrawal strategies can help you minimize taxes over time. He also explains key concepts like the 0% capital gains bracket, step-up in basis, and Social Security taxation. Learn how to make tax-smart moves with your retirement income so you can keep more of what you've saved.Questions answered:1. How can I reduce the amount of taxes I pay in retirement?2. How are different retirement accounts—like 401(k)s, Roth IRAs, brokerage accounts, and HSAs—taxed when I withdraw money?Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply HereTimestamps:0:00 - Brokerage accounts4:29 - Standard 401(k)6:27 - Health savings account9:54 - HSAs after age 6511:00 - Inheritance13:01 - Inherited IRA account15:33 - Social Security17:00 - Wrap-upCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

This episode explains bonus depreciation—certain assets like computers or fuel can be fully deducted at the time of purchase, while buildings are depreciated over time unless components like sidewalks or HVAC systems qualify for faster, accelerated depreciation. Thanks to the 2017 Tax Cuts and Jobs Act, 100% bonus depreciation now applies even to used assets, making cost segregation studies more valuable for identifying eligible components and maximizing deductions—learn more at https://www.recostseg.com.   This episode was originally posted on June 19, 2023   If you liked this clip, you can watch the full 90 minute discussion on my YouTube channel.   Here's part 1: https://youtu.be/3v_hFH9yr68?si=NVhPuY2IlepGFgTp   and part 2: https://tinyurl.com/5n72edjn   Thanks for listening!   Like this video? I think you'll love my newsletter. I write a long form essay on how to build wealth and succeed to 250K+ readers each week. Subscribe here: https://www.nickhuber.com/newsletter   Want to see all of my companies? Click here: https://www.nickhuber.com/portfolio   Want more of my content? I'm @SweatyStartup everywhere:   Say hello on X: https://www.x.com/sweatystartup LinkedIn: https://www.linkedin.com/in/sweatystartup Instagram: https://www.instagram.com/sweatystartup TikTok: https://www.tiktok.com/sweatystartup Apple Podcasts: https://podcasts.apple.com/us/podcast/the-nick-huber-show/id1576120606 https://sweatystartup.ck.page Spotify: https://open.spotify.com/show/7L5zQxijU81xq4SbVYNs81   Want my team and I to help sell your business? Click here: https://www.nickhuber.com/sell   Want to buy a business that my brokerage represents? Click here: https://www.nickhuber.com/buy   Are you an accredited investor and interested in learning more about potential deals? Fill out this form: https://www.nickhuber.com/invest   Want my free PDF on how to analyze a self-storage facility? Click here: https://sweatystartup.ck.page/79046c9b03   Want to hire me as a consultant? Click here: https://sweatystartup.com/storage   Here are the links to my businesses: Business Brokerage - https://nickhuber.com/ Personal Brand - https://sweatystartup.com/ Self Storage - https://boltstorage.com/ Bold SEO - https://boldseo.com/ Insurance - https://titanrisk.com/ Overseas Staffing - https://somewhere.com/ Tax Credit - https://taxcredithunter.com/ Cost Segregation - https://recostseg.com/ Performance Marketing - https://adrhino.com/ Pest control - https://spidexx.com/   That's all for now. Thank you again for joining me on my Sweaty Startup journey.   Onward and upward! -Nick

Are you missing out on significant tax savings in your retirement? Frank & Frankie Guida explore the importance of strategic tax planning for retirement. Roth conversions can potentially save retirees hundreds of thousands of dollars in taxes throughout their retirement years, enhancing their financial stability and maximizing their income. Frank & Frankie explain that by addressing tax burdens now, retirees could ensure a more prosperous future for themselves and their families. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed-use subdivisions and started 12 different companies from the ground up. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in the process.Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations. This channel is all about Entrepreneurship, Real Estate Investing and Real Estate Development*Nothing in this video or podcast is meant to be construed as legal or investment advice, it's for entertainment purposes only. The video is accurate as of the posting date but may not be accurate in the future.WATCH OUT FOR SCAMMERS IN THE COMMENTS I do not have a telegram, discord or any tother type of paid group. I will not contact you here or on other platforms. Scammers are using my name and picture. My real profile has a dark background around my name. I will not ask you to contact me, ask you for money or give you any contact info. Do not contact anyone in the comments. PLEASE HELP BY REPORTING AND DELETING ALL THESE SCAMMERS. Thank you!

Welcome to episode 83 of the One for the Money podcast. This episode airs in April, which means we are in the final days of tax season. I've never met anyone who likes paying more taxes than they have to, and in this episode, I'll share how you can utilize the standard or itemized deductions so you don't have to pay them. Hence the title of this episode, not your standard tax savings strategy. In the tips, tricks, and strategies portion, I will share a tip regarding how paying it forward can save you on taxes. In this episode...Standard vs. Itemized Deductions [2:15]Tax Planning Strategies for Deductions [7:04]Benefits of Donating Stock vs. Cash [9:17]Importance of Tax Planning in Financial Strategy [11:32]MAINOne of the best financial planning quotes I've read is this “In America, there are two tax systems; one for the informed and one for the uninformed. Both are legal.”How true that is. But the challenge with being “informed” about taxes is that Taxes are incredibly complex. Just the federal tax code alone is over 6700 written pages, and the US treasury's interpretations of the tax code, because it isn't sufficiently clear, are tens of thousands of pages more. For these reasons and others, many individuals ignore the tax laws altogether and consequently pay more taxes than required. However, with a little bit of better tax planning, you can have a better life because you will pay less in taxes and have more money to spend on great experiences.A particular area that many taxpayers don't understand is the deductions everyone receives on their income. Deductions are the amount of your income that is not taxed at all. Taxpayers will take one of two forms of these deductions, which are known as either the standard deduction or itemized deduction. The standard deduction is a default amount of income that you would pay no taxes on. The itemized deductions are for those individuals who have certain key items (such as medical expenses, mortgage interest, gifts to charity, and state and local taxes) that would provide a higher amount of their income that is not subject to tax.Just what are the amounts not subject to tax, well in 2025 the standard deduction for an individual is $15,000, and for a married couple it is just double that or $30,000. A reminder, what that means is on the first $15,000 of income an individual pays 0% in taxes. So if a person has $65,000 of income in 2025, they would only have to pay Federal taxes on $50,000 because the first $15,000 of their $65000 salary is not taxed. I should note that the standard deduction wasn't always this high, but back in 2019 when the Tax Cuts and Jobs Act was passed, it doubled the standard deduction from what it was previously. Before this doubling of the standard deduction, just over two-thirds of taxpayers took the standard deduction and just under one-third itemized deductions, but now with the increase of the standard deductions, over 90% of taxpayers claim the standard deduction with just around 9% taking itemized deductions. That's a good thing for most tax payers as lower earners had more of their income not subject to tax.Just what are these itemized deductions? Itemized deductions are when individuals have items on which they spent their income, that in total, were higher than the standard deduction. Itemized deductions are captured on Schedule A of the tax forms. There are primarily four items. The first is Medical expenses, the second is mortgage interest on your primary and secondary residence, the third is state and local taxes, and the fourth is charitable contributions. For medical expenses, it is only for those that are above 7.5% of your AGI. So if your adjusted gross income was $100,000, you would include with your itemized deductions any medical expenses that were more than $7500 for that tax...

Most people don't realize that the largest bill they pay each year is their federal tax bill.. yet they trip over dollars to save pennies on the price of eggs or gas.That's why we're bringing a real estate investor who has reduced her federal tax bill to just 12% for this week's Not Your Average Investor Show! Join co-founder of JWB Real Estate Capital, Gregg Cohen, and "The Maven From The Mountains of Denver", Leslie Wilson, to learn about:✅ why focusing on tax savings can speed up your ability to retire✅ how Leslie retired early with a low tax, high quality lifestyle✅ what to do right now to maximize your tax savings in rental propertiesThis is your chance to hear a real investor's experience—straight from the source—so you can see what's possible when you invest with the right strategy.Listen NOW!Chapters:00:00 Welcome to the Not Your Average Investor Show01:33 Introducing Our Special Guest: Leslie Wilson02:53 Leslie's Journey into Real Estate Investing04:05 The Power of Tax Savings in Real Estate05:21 Building a Successful Real Estate Portfolio12:03 The Importance of Real Estate Education15:02 Understanding Tax Savings and Deductions27:03 Q&A: Transitioning from W2 to Passive Income34:05 Leveraging Equity for Investment35:36 Understanding Return on Equity39:00 Reducing Liability with Mortgages40:07 Good Debt vs. Bad Debt40:50 Tax Savings and UBIT43:52 Leslie's Client Success Story45:54 Mindset and Strategy for Real Estate Investment49:23 Financial Freedom and Retirement Planning55:32 The Importance of Choosing the Right Market59:01 Q&A and Final ThoughtsStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

If you are an entrepreneur with a thriving business, you will likely have a huge tax bill on your income unless you figure out a way to lessen that tax burden. A rental portfolio can accomplish that for you. On this episode, Andrew is joined by Martha Razo, entrepreneur and organizer of the Xcelerator Business Summit, to discuss how she uses real estate investing to lower her tax burden on the income from her thriving pallet business. She'll also share how she goes about selecting the properties in which she invests.The Cashflow For Life podcast is about one thing: using real estate investing as a tool to create consistent cashflow every month for the rest of your life. Our mission is to help everyone in America buy their first 5 properties in the next 2 years, and have them paid off in 7 years. This is the 2-5-7 Cashflow For Life philosophy. Tune in to witness how ordinary people in our community have put this philosophy into action to increase their net worth and create consistent monthly cashflow as they continue their journey to build wealth for themselves and their families.

Join Nick Lamagna on The A Game Podcast with our guest James Lascara a full time real estate investor and former Navy Seal turned entrepreneur taking over the Florida market!  After serving well over a decade and 4 deployments he is now freshly retired and focused on his special op tactics to dominate the Tampa real estate market.  His journey started focusing on implementing strategies and discipline for personal financial freedom and understanding money as early as high school.  In 2020 he stepped it up when rates dropped and timed the market perfectly to pick up a number of rental properties and made a huge impact on his life with real estate in a very short time.   He has completed over 28 million in sales volume, raised and earned millions ranging from single family townhomes, multi family syndications, hotels and ground up land developments.  He is the founder and CEO of many successful real estate verticals including Lascara Real Estate Group, Lascara Capital, Poseidon 26 Developments, Trident Real Estate Group and the Elite Investors Mindset Group which is one of the biggest Meetups in Tampa boasting over 350 active members attending regularly.  Catch this great interview and learn from someone who is going to be a household name as a real estate rockstar soon!   Topics for this episode include: ✅ Top ways to save money on taxes in real estate investing  ✅ What is a 1031 Exchange and how do we do them? ✅ Navy Seal secrets to handling stress and fear ✅ Making money in land development and multifamily  ✅ How to change the use of real estate for massive profits  + More See the show notes to connect with all things James!   Connect with James: James Lascara on Instagram James Lascara on LinkedIn James Lascara on Facebook James Lascara on Youtube James Lascara on TikTok James Lascara on Threads     Connect with The Elite Investor Mindset Group: Elite Investor Mindset Group info   --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers

Most investors leave thousands on the table every year—because they don't know these tax loopholes. In this episode, David sits down with real estate tax strategist Ana Klein to break down 8 tax strategies the wealthy use to keep more cash in their pockets. From cost segregation to the Augusta Rule, learn how to legally lower your tax bill and maximize your real estate profits. If you're in real estate, you can't afford to miss this one. KEY TALKING POINTS:0:00 - An Overview of Ana Klein's Business1:40 - Some Standard Tax Savings You Can Get From Owning Real Estate4:14 - What Is Cost Segregation?6:47 - Other Tax Strategies With Real Estate9:16 - Self-Directed IRAs12:16 - Can You Write Off Part Of Your Rental Properties?15:28 - Writing Off Interest On Your Real Estate Debt17:36 - Understanding Capital Gains Tax On Real Estate19:49 - Paying Reduced Property Taxes With Homestead Tax Exemption22:51 - How Real Estate Taxes Can Fluctuate & Flipping Land27:02 - Paying Taxes With House Flipping28:14 - Why Ana Got Into Real Estate Tax Strategy32:24 - How To Get In Touch With Ana33:01 - Outro LINKS:Instagram: Ana Kleinhttps://www.instagram.com/taxbossana/ Website: Ana Kleinhttps://linktr.ee/taxbossana Instagram: David Leckohttps://www.instagram.com/dlecko Website: DealMachinehttps://www.dealmachine.com/pod Instagram: Ryan Haywoodhttps://www.instagram.com/heritage_home_investments Website: Heritage Home Investmentshttps://www.heritagehomeinvestments.com/

Send us a textAre taxes and money management overwhelming you? In this episode, Dr. Sherry Peel Jackson shares expert insights on tax reduction, financial security, and wealth-building for female entrepreneurs. Learn how to avoid tax pitfalls, grow your income, and build lasting financial freedom.

This week on the Life Changing Money podcast, Barbara Schreihans sits down with Emily Countryman, CEO and founder of Shift Set Go, to uncover the strategies behind building a successful weight loss business and maintaining personal wellness.If you've ever wondered how to grow a health-focused company or balance a hectic schedule with self-care, this episode is for you!Emily shares actionable insights on:

In this week's episode, hosts Matt Reese and Joe Everett sit down with Clint and Joe Nester of Nester Ag, LLC in Williams County to discuss how excess soil fertility can be depreciated for tax savings after purchasing farmland. Also in this episode: Joel Penhorwood catches up with Wendy Osborn of Ohio Corn & Wheat to recap the latest corn and wheat yield contest winners. Matt talks with Ohio Department of Agriculture Director Brian Baldridge and Darke County Commissioner Matt Aultman about the devastating impact of high path avian influenza in western Ohio, including an update on the human case of bird flu in Mercer County. Jenna Reese shares insights from the Ohio Forestry Association.

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Tyler Grace discusses his exciting plans to build a new home, including the challenges of a high water table and the detailed thought process behind his decision to purchase an excavator to assist with site work.    The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Tyler Grace  Podcast Produced By: Motif Media Tyler's Top Blogs: How I Started My Business Books that Build Site Protection Principles My Preconstruction Process: Part 1 Becoming Proficient in Multiple Trades

In this episode, Ryan and Thomas pull back the curtain on LLCs, busting the biggest myths that trip up real estate investors—and revealing how to truly protect your rental portfolio. They discuss: - Asset Protection vs. Tax Savings—understanding what LLCs really do (and don't do). - The Right Structure—single-member, multi-member, or holding company? - Pitfalls to Avoid—from the “due on sale” clause to S corp mix-ups. - And more! If you're eager to make sure your LLC is set up the right way—or wondering if you even need one—this episode is for you. Tune in and discover how to keep your real estate assets safe and sound. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Are You Ready for the 2025 Tax Changes? Click HERE to Access the FREE Tracker: go.therealestatecpa.com/4gDayj7 Join the Tax Smart Insiders Community: go.therealestatecpa.com/3Xx1Cpd Check out Thomas's new YouTube channel: www.youtube.com/@thomascastelli The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Are you a dental practice owner overpaying taxes? Casey and Jarrod discuss powerful tax deductions and strategies with CPA Kevin Rhoton. Learn how to maximize retirement contributions (401(k)s, SEP IRAs, and more), leverage HSAs, and understand the rules around gifts and charitable donations. Kevin also covers mileage tracking and stresses the importance of proactive, year-round tax planning with a trusted CPA.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Many entrepreneurs do an incredible job at building wealth, but then they lose it all because they don't have good exit plans. 1031 exchanges can be a nightmare for so many entrepreneurs, but a lot of times they don't see any other options besides taking huge losses.Capital Gains Exit Plan Expert, Brett Swarts, is here to help explain insights and strategies to business owners, so they don't end up losing all of the wealth they worked so hard for. Brett has helped save billions of dollars for his clients over the decades.Brett wrote the book, BUILDING A CAPITAL GAINS TAX EXIT PLAN. Brett shares his own family's story of destruction that came because of mismanaged money. He also shares other stories of entrepreneurs who lost everything, including their marriages because of bad tax strategies and bad exit plans.Brett desires to help see individuals and families stay united and benefit from well thought out, custom strategies to help achieve goals and dreams. Listen as Brett shares thoughts and information of how you can best save your hard-earned wealth for you, your children, and beyond.BRETT'S WEBSITE: BrettSwarts.comBRETT'S BOOK: https://www.brettswarts.com/books

In episode 33 of Wake Up to Wealth, Brandon Brittingham interviews Wes Nichols, the Managing Director at Paramount Property Tax Appeal, as he shares his unique approach to navigating the property tax system, arguing for value reductions, and helping property owners maximize their savings.Tune in to learn more about strategies for effective property tax consultation and reduction.Brandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Wes NicholsFacebook: https://www.facebook.com/wes.nichols.54LinkedIn: https://www.linkedin.com/in/wesnichols/WEBSITESBrandon Brittingham: https://www.brandonsbrain.org/homeParamount Property Tax Appeal: https://www.paramountpropertytaxappeal.com/

Send us a textAre you tired of overpaying on taxes and looking for straightforward strategies to save money while growing your business?In this episode, Mike Jesowshek announces the launch of his new book, Small Business Tax Savings Handbook. The book aims to help small business owners, entrepreneurs, and freelancers reduce taxes legally and build financial stability. Designed to be accessible and action-oriented, it includes proven tax strategies, practical examples, and end-of-chapter checklists. Mike also discusses launch week bonuses, including a tax strategy checklist, a live Q&A webinar, and a bonus chapter. The episode emphasizes the importance of year-round tax planning and implementing strategies to maximize savings.[00:00 - 05:40] What the Book OffersMike explains the book's purpose: reducing taxes and empowering small business owners.Understanding tax incentives is crucial for financial success.He shares step-by-step guides to make complex tax topics easy to understand.Implementing strategies leads to immediate and long-term savings.[05:41 - 07:17] Who the Book is ForThe book is designed for small business owners, entrepreneurs, and freelancers.Mike highlights the need for year-round tax planning.Effective tax planning can create opportunities for wealth growth.[07:18 - 09:11] Launch Week Bonuses and Call to ActionMike gives details about bonuses: tax strategy checklist, live Q&A, and a bonus chapter on 2025 strategies.He encourages listeners to purchase the book and leave reviews.Direct Quotes:“This isn't just another tax book; it's a game plan for small businesses ready to take control of their financial future.” - Mike Jesowshek, CPA“You can learn all day, but until you implement it, you don't see tax savings.” - Mike Jesowshek, CPA“Effective tax planning isn't just for tax season—it's a year-round effort.” - Mike Jesowshek, CPACheck out this episode's blog post: https://www.taxsavingspodcast.com/blog/introducing-the-small-business-tax-savings-handbookOrder your very own copy of the Small Business Tax Savings Handbook: How to Save on Taxes While Growing Your Business and Wealth by visiting Amazon!______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/YouTube: www.TaxSavingsTV.com 

Time for another AMA with Jesse! First, Randy asks what it means to be rich, leading to an interesting evaluation of personal values, goals, and circumstances. Jesse explores relativity, “keeping up with the Joneses”, and what it means to have “enough”. Then, Bob asks about the potential tax burdens on beneficiaries and heirs, and Tom wonders whether some tax savings are worth the effort of logistical complexity. The fourth question comes from regular listener, Yogi, asking about the role of bonds in diversifying a portfolio. Jesse gets into the details of which bonds are which, which financial goals they're good for, and when you should consider other options. To wrap up the show, Hector asks about the “buy, borrow, die” strategy employed by the ultra-wealthy: buy appreciating assets, borrow against them for liquidity without selling, and pass them to heirs with a stepped-up cost basis, avoiding capital gains taxes.  If you'd like a question in a future AMA, send Jesse a message! Tune in next week for the 100th episode celebration!   Key Takeaways:• Wealth varies based on individual values and circumstances. It's less about achieving a specific number and more about feeling secure and content with your resources. • The tax burden of inherited IRAs is based on the beneficiary's income and tax bracket, which can differ significantly from the original contributor's tax savings. • Decisions like Roth conversions depend on whether the potential tax savings justify the added effort and complexity for an individual. • Bonds provide stability and dependability for short-term goals. Short-duration, high-quality bonds like U.S. Treasuries are less sensitive to interest rate changes and offer more reliability. • While effective for minimizing taxes, the “buy, borrow, die” strategy involves risks such as margin calls, regulatory changes, and the cumulative cost of loan interest potentially outweighing benefits. • Wealth strategies should focus on understanding and minimizing tax liabilities without excessive risk, avoiding overly aggressive tax avoidance tactics.   Key Timestamps:(02:17) Question 1: What Does It Mean to Be Rich? (09:11) Question 2: Concerns About 529 College Savings Plans (16:57) Question 3: Roth Conversions and Tax Savings (23:50) Question 4: Evaluating Bond Performance and Diversification (31:23) Question 5: The Buy, Borrow, Die Strategy   Key Topics Discussed:The Best Interest, Jesse Cramer, Rochester New York, financial planner, financial advisor, wealth management, retirement planning, tax planning, personal finance, buy borrow die, Roth conversions, tax avoidance, inheritance, bonds, diversification, rich, five year rules   More of The Best Interest:Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog The Best Interest Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

In this episode, we explore a clever tax strategy that can help Canadian couples potentially lower their overall tax bill: the spousal loan strategy. Ever wondered how to legally shift taxable investment income from a higher-income spouse to a lower-income spouse? Tune in as we demystify the ins and outs of using a prescribed-rate loan to optimize your family's tax situation.

In this episode: Form 944 will no longer be used after 2025. Additional Foreign Tax Credit benefits. Delaware and Maryland Paid Family Leave taxability information. A deep dive into steps that can be taken to maximize tax savings now and into 2025.

Welcome to another episode of the Know Your Numbers REI podcast with your host, Chris McCormack! In this episode, we dive deep into a tax strategy that many people reference but often misunderstand: hiring your children for your business. Chris breaks down the essential requirements and best practices to ensure you can take advantage of this strategy without running afoul of the IRS. Learn about age requirements, reasonable wage expectations, and the importance of contracts and timesheets. Discover how this strategy can potentially save your family thousands of dollars in taxes while also teaching your kids valuable lessons about work and entrepreneurship. Whether you're a seasoned investor or just starting out, this episode is packed with valuable insights to help you navigate the complexities of tax planning. Don't miss out on the opportunity to set your family up for financial success! If you find this episode helpful, please share it with a friend and follow for more valuable content. Stay connected with us on YouTube and Instagram for regular updates and short-form content, while Spotify and Apple provide the long-form podcast experience. •••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team ➤➤ https://www.betterbooksaccounting.co/contact •••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chrismccormackcpa LinkedIn: https://www.linkedin.com/in/chrismccormackcpa Instagram: https://www.instagram.com/chrismccormackcpa Join our Facebook Group: https://www.facebook.com/groups/6384369318328034 → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@chrismccormackcpa The Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.

Summary:In this episode, Nate Reineke and Ben Utley explore how donor advised funds (DAFs) can provide significant tax benefits for physicians. They return from their holiday break to answer important listener questions about DAFs, 529 accounts, retirement savings strategies, and the implications of health insurance on financial planning for doctors in 2025.Key Takeaways:1. Tax Savings with DAFs: Donor advised funds provide an opportunity to reduce taxes twice—first when making donations and again during the distribution to charities.2. Building Educational Wealth: 529 accounts serve as a tool for families to save for future educational expenses effectively.3. Health Insurance Considerations: Physicians should consider health insurance costs as part of retirement planning, and options exist for delaying Medicare enrollment in certain situations.4. Retirement Account Strategies: A solid understanding of the differences between traditional and Roth retirement accounts plays a significant role in tax efficiency.5. Value of Time: Quality time with family may influence financial decisions and help shape priorities.Call to Action:For more information, visit www.physicianfamily.com.Disclosure: See marketing disclosures at www.physicianfamily.com/disclosures.Remember, you're not just making a living; you're making a life. Pursue what lights you up!

Right About Now with Ryan AlfordJoin media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.Resources:Right About Now NewsletterFree Podcast Monetization CourseJoin The NetworkFollow Us On InstagramSubscribe To Our Youtube ChannelVibe Science MediaSUMMARY In this episode of "Right About Now," hosted by Ryan Alford, tax attorney Mark J. Kohler, known as the "Main Street Tax Attorney," shares actionable advice for small business owners and individuals to improve their financial situations through effective tax strategies. Kohler emphasizes the importance of understanding tax laws, treating side hustles as legitimate businesses, and taking an active role in tax planning. He discusses practical tips like documenting expenses, involving family in business activities, and leveraging tax benefits for children. The episode aims to empower listeners with knowledge to maximize financial growth and navigate tax complexities.TAKEAWAYSImportance of small businesses in the U.S. economyUnderstanding tax laws and their implications for financial successCommon tax-related challenges faced by small business ownersThe rise of side hustles and their potential for tax savingsTax strategies for maximizing financial benefits for small businessesDifferentiating between tax brackets and effective tax ratesLearning from wealthy individuals about tax engagementThe necessity of a proactive mindset in managing tax responsibilitiesPractical advice for treating side hustles as legitimate businessesThe significance of documentation and record-keeping for tax planning If you enjoyed this episode and want to learn more, join Ryan's newsletter https://ryanalford.com/newsletter/ to get Ferrari level advice daily for FREE. Learn how to build a 7 figure business from your personal brand by signing up for a FREE introduction to personal branding https://ryanalford.com/personalbranding. Learn more by visiting our website at www.ryanisright.comSubscribe to our YouTube channel www.youtube.com/@RightAboutNowwithRyanAlford.

Discover how to save more on your taxes with personalized, expert advice! At Katz Milanec CPA Tax Firm, we go beyond the numbers to ensure you're not paying a penny more than you owe. Whether you're a business owner, a veteran, or a family juggling financial decisions, our team of professionals is here to guide you. From navigating self-employment taxes and deductions to understanding incorporation options and tax law changes, we've got you covered.

Dive into the intricacies of Opportunity Zones with this episode of Passive Income Pilots. Hosts Tait Duryea and Ryan Gibson are joined by CPA Nathan Sosa of Hall CPA, who demystifies Opportunity Zone (OZ) investments and their potential for tax deferral and appreciation. Whether you're an active investor or prefer passive opportunities, learn how OZs can defer taxes on gains from stocks, businesses, or real estate, and how they compare to other tax strategies like 1031 exchanges. Nathan explains the steps, requirements, and benefits, all while offering actionable insights tailored to high-income earners, especially pilots.Nathan Sosa is a Certified Public Accountant (CPA) with Hall CPA, a firm specializing in real estate tax strategy. As a seasoned tax strategist, Nathan works closely with high-income professionals and investors to navigate complex tax codes and optimize financial outcomes. With expertise in Opportunity Zones, real estate syndications, and tax planning, Nathan empowers clients with proactive strategies to minimize tax liabilities and build wealth.Show notes:(0:00) Intro(3:45) Why OZs matter for tax deferral(5:35) Hands-off investing in Opportunity Zones(7:16) What qualifies as a capital gain?(9:49) The difference between OZ boundaries and OZ funds(16:25) IRS requirements for OZ investments(27:30) Doubling basis and the 10-year hold explained(31:04) Depreciation recapture benefits in OZs(49:45) Connecting with Hall CPA(51:00) OutroRelated Episode:#75 - Unlocking Real Estate Professional Status (REPS) with Brandon HallConnect with Nathan Sosa:Book a Discovery Call with Nathan Sosa: https://bit.ly/HallCPA — 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.

Don't Miss the Year's Final Tax-Saving Masterclass Are you a real estate investor Looking to maximize your tax benefits? Join us for the last masterclass of the year on Wednesday, DECEMBER 11, where we'll dive deep into the powerful strategy of cost segregation. What is Cost Segregation? Cost segregation is a tax strategy that allows real estate owners to accelerate depreciation deductions on their properties. By breaking down a property into its individual components, you can claim larger tax deductions sooner, boosting your cash flow and long-term returns. Why Attend This Masterclass? Learn from the Experts: Gain insights from industry professionals on how to implement cost segregation effectively. Maximize Your Tax Savings: Discover how to significantly reduce your tax burden and increase your bottom line. Accelerate Your Financial Goals: Learn how to optimize your cash flow and reinvest in more properties. Register Now: To secure your spot in this free masterclass, visit https://www.jasonhartman.com/Wednesday. Don't miss this opportunity to take control of your financial future and unlock substantial tax savings. #RealEstateInvesting #TaxSavings #CostSegregation #FinancialFreedom #Dubai #Masterclass #WealthBuilding #TaxStrategies #RealEstateTips   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com    

Unlock the secrets of minimizing tax liabilities with KC Chohan of Together CFO! In this episode, KC provides expert guidance on sophisticated tax strategies tailored for high-net-worth individuals and business owners. Discover invaluable knowledge about tax structures, including cost segregations and opportunity zones, and learn how specific areas like downtown Clinton, Iowa, are providing unique tax advantages through revitalization projects.Achieving success in real estate isn't just about making smart investments—it's also about preserving wealth. We discuss the importance of setting clear daily goals to stay productive, building a knowledgeable team, and leveraging private foundations for asset protection and legacy planning. These strategies are essential for anyone with significant tax liabilities looking to optimize their financial approach and ensure long-term prosperity.Ever wondered how to transition from corporate life to starting your own business? Hear firsthand experiences of the entrepreneurial journey, from overcoming challenges to celebrating triumphs. We delve into the significance of instilling a strong work ethic in the next generation, the difference between being rich and being wealthy, and the impact of gratitude in everyday life. This episode is brimming with insights for anyone eager to enhance their financial strategies and leave a lasting legacy. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!