Podcasts about tax solutions

Episode 141: This week, Kyle Van Pelt talks with Erik Brenner, CEO, President, and Founding Partner at Hilltop Wealth and Tax Solutions. With more than 30 years of experience, Erik has assisted thousands of individuals in integrating retirement, tax, and estate strategies. At Hilltop, he blends leadership and client advisory responsibilities, shaping the firm's future vision and strategies while providing personalized financial guidance to select clients. Erik talks with Kyle about what happens when advisory firms stop treating tax and wealth management as separate conversations and start thinking holistically. He discusses the strategic decisions that helped transform Hilltop, including integrating in-house tax services, rethinking the client experience, and doubling down on education-driven growth. Erik also shares how to run great seminars and use technology to keep up with business complexities. In this episode: (00:00) - Intro (01:06) - Erik's money moment (03:30) - Hilltop's one-stop model: Integration of tax and wealth management (07:13) - How Hilltop manages large wealth with tax problems (09:35) - How the SECURE 2.0 Act impacts generational wealth (16:37) - Using seminars as a modern growth engine (20:28) - What makes a 5-star seminar experience (23:39) - Managing tech across multiple business lines (25:29) - Navigating the transition from being an advisor to a CEO (27:33) - Erik's outlook on the future of the financial industry (29:03) - Erik's Milemarker Minute Key Takeaways Don't outsource critical expertise that directly affects client outcomes. If a core part of your value—like tax strategy—is outside your control, alignment becomes difficult. Integrate tax and wealth management to deliver truly holistic advice. When strategy and execution live under one roof, decisions become more coordinated, proactive, and impactful for clients. For many retirees, taxes are their biggest expense. Plan accordingly. Investment returns matter, but unmanaged tax exposure can quietly erode wealth faster than most clients realize. Education builds trust faster than selling ever will. Whether it's seminars or client meetings, people lean in when they feel informed, not when they feel pitched. Teach first, and the business follows. Quotes "For most of our clients who are into retirement, taxes are their number one expense." ~ Erik Brenner "If you don't know the right questions to ask about how laws are changing, even the most powerful AI won't be able to help you." ~ Erik Brenner "Marketing is about getting the ball rolling. You want to get that ball rolling, but you do not want the snowball to melt." ~ Eric Brenner Links  Erik Brenner on LinkedIn Hilltop Wealth and Tax Solutions Holistiplan The Personal CFO Revolution Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

What if the biggest threat to your retirement is not the market, but the taxes you failed to plan for?In this episode, host Gary Heldt talks with Erik Brenner, CFP and CEO of Hilltop Wealth & Tax Solutions, about why affluent professionals, physicians, and business owners need more than investment advice and annual tax prep. Erik explains what it really means to act as a Personal CFO and why true wealth planning should coordinate tax strategy, retirement income, estate planning, and long-term decision-making under one roof. Erik breaks down the difference between tax preparation and tax planning, why deferring taxes is not the same as mitigating them, and how many retirees are shocked to discover they may pay more taxes later than they did while working. He also explains why required distributions, longer life expectancy, and poor asset positioning can quietly create major problems in the second half of wealth. If you have ever assumed your CPA, advisor, and attorney were all on the same page, this conversation may make you think again.Key Takeaways→ Wealth planning works best when tax, legal, insurance, and investment decisions are coordinated instead of handled in separate silos. → Tax preparation and tax planning are not the same thing, and many people are not getting the deeper planning they think they are. → Required IRA and 401(k) distributions can push retirees into much higher tax brackets than expected. → Deferring taxes is not the same as reducing taxes. Strategy matters. → Estate planning is still a major gap, with Erik noting that about two-thirds of people do not have an estate plan in place.Connect with Erik on LinkedIn: https://www.linkedin.com/in/erikbrenner/Visit Website: https://www.hilltopwealthtax.com/Enjoyed this episode? Subscribe to Grow Your Business & Grow Your Wealth, leave a review, and share it with a business owner or professional who needs to think beyond tax prep and start planning for lifetime wealth. Visit Gary Heldt's website at https://www.sbadvisors.cc/Connect with Gary on LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr/

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Here we go again — politicians rolling out shiny new tax plans that promise fairness, relief, and billions in revenue. Washington State wants a 9.9% tax on income over $1 million, while senators like Cory Booker and Chris Van Hollen are pitching sweeping changes to deductions, credits, and brackets. It all sounds bold… until you actually think about who these policies hit.In this episode, we break down:• Why Washington's millionaire tax will barely touch the ultra-rich• How executives paid in stock avoid the income taxes politicians are targeting• Why these policies actually squeeze small business owners and entrepreneurs• Why wealth taxes trigger migration — just ask California• How Booker and Van Hollen's proposals complicate the tax code even more• The real issue politicians refuse to address: government spending

In this episode, Jackson Ellis sits down with Ben Borodach, co-founder and CEO of april, the AI-powered tax platform that is fundamentally changing how Americans interact with the tax code. Taxes have long been a "once-a-year headache," isolated from the rest of our financial lives. Ben explains how april is shattering this status quo by embedding tax intelligence directly into the apps and platforms where consumers already manage their money, from banking and payroll to wealth management.

Tax planning has become an integral part of a comprehensive financial planning service offering and a way for advisors to offer hard-dollar value for their clients. In this episode, we explore how integrating tax preparation, proactive tax planning, and outside tax expertise can deepen client value, diversify revenue, and accelerate firm growth. Erik Brenner is the CEO of Hilltop Wealth and Tax Solutions, an RIA based in Mishawaka, Indiana, overseeing approximately $600 million in AUM for 830 client households. Listen in as Erik shares how he doubled his firm's AUM in three years in part by building a comprehensive, three-pronged tax strategy that combines in-house tax preparation, advisor-led tax planning analysis, and outsourced expertise for complex cases. We also discuss why he chose to launch a separate but integrated tax business that is profitable in its own right rather than treating tax prep as a loss leader, how in-person dinner seminars focused on retirement tax strategies drive nearly half of the firm's new clients, and how taking a systematic approach has helped Erik's firm boost the number of Google and other online reviews it receives. For show notes and more visit: https://www.kitces.com/475  

What if retirement isn't the finish line—it's the riskiest part of the journey?Erik Brenner is a 30-year financial veteran who's helped thousands of clients navigate the second half of wealth: how to safely come down the financial mountain. As CEO of Hilltop Wealth & Tax Solutions, Erik serves as a “Personal CFO” for successful individuals— integrating investment, tax, and legacy planning under one roof.Today, he's here to talk about why your parents' retirement won't work for you—and what to do instead. Erik Brenner, CFP®, is the President and CEO of Hilltop Wealth & Tax Solutions, a fiduciary firm that integrates advanced financial planning with in-house tax strategy. With over 30 years of experience, Erik specializes in helping high-net-worth individuals—including pre- retirees, business owners, and medical professionals—transition from saving and building to preserving and distributing wealth with confidence. Through his firm's “Personal CFO” approach, Erik delivers the simplicity, clarity, and strategic guidance clients need to navigate complex financial decisions. He and his team act as the central hub for clients' retirement income planning, tax mitigation, and wealth preservation, so clients can focus on what matters most. Erik's upcoming book, The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement, reflects the heart of his mission—to be the trusted guide when the stakes are highest.Business: Hilltop Wealth & Tax SolutionsWebsite: https://hilltopwealthtax.com/ Free Book: https://hilltopwealthtax.com/podcast Social Media:LinkedIN - https://www.linkedin.com/in/erikbrenner/ Facebook - https://www.facebook.com/hilltopwealthtax/ Instagram - https://www.instagram.com/hilltopwealthtax/ Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services. 

Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it's painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.  Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility. What You'll Learn: Why most CPAs “report the score” and how a true tax strategist changes outcomes Tax flow vs. cashflow: deferring cap gains to compound what would've gone to the IRS A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg) How to define and build TPI (truly passive income) so your time, not the asset, drives your life Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI. 2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma. 3. Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals. Brett Swarts' Final Word “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.” Connect with Brett Swarts: Website: https://capitalgainstaxsolutions.com/ Website https://brettswarts.com/ YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

What are your tax plans for when you exit your business? Do you have one? Our guest today is Brett Swarts, is a capital gains and exit tax planning expert. TODAY'S WIN-WIN:Write down what matters the most.LINKS FROM THE EPISODE:Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/. You can visit our guest's website at: https://capitalgainstaxsolutions.com/Attend our Franchise Sales Training Workshop:  https://bigskyfranchiseteam.com/franchisesalestraining/Connect with our guest on social:https://www.linkedin.com/in/brett-swarts/https://www.youtube.com/@BuildItToBillionshttps://www.youtube.com/@CapitalGainsTaxSolutionshttps://www.facebook.com/brett.swarts/instagram.com/brett_swarts/ABOUT OUR GUEST:Brett Swarts is a best-selling author of "Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in Deferred Sales Trust and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a Deferred Sales Trust. ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

All-In-One Tax Solutions are Terrible

In this conversation, Steven Leahy discusses the challenges entrepreneurs face with tax problems, particularly in the real estate sector. He emphasizes the importance of understanding tax implications and the role of record keeping in avoiding issues with the IRS. Leahy also highlights the impact of artificial intelligence on tax reporting and the need for individuals to stay informed about their tax obligations. He shares insights on building a community for sharing knowledge and resources to help others navigate tax challenges effectively. 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   —--------------------

Unlock the power of Alteryx for tax professionals in this insightful episode of Alter Everything! Join us in an interview with Adrian Steller, Director of Tax Technology at Ryan, to explore how Alteryx revolutionizes tax processes, automates data workflows, and enhances efficiency for tax teams. Discover real-world Alteryx use cases in VAT compliance, transfer pricing, and automation, and learn practical tips for transitioning from Excel to Alteryx. Whether you're a tax analyst, data professional, or business leader, this episode provides actionable insights on leveraging Alteryx for tax data transformation, reporting, and analytics.Panelists: Adrian Steller, Director @ International Tax Technology - LinkedInMegan Bowers, Sr. Content Manager @ Alteryx - @MeganBowers, LinkedInShow notes: Ryan (Company)Ryan Tax Lab (Podcast)Alteryx Community BlogsAlteryx Help Docs Interested in sharing your feedback with the Alter Everything team? Take our feedback survey here!This episode was produced by Megan Bowers, Mike Cusic, and Matt Rotundo. Special thanks to Andy Uttley for the theme music.

In this episode of the Real Estate Pro Show, host Erika welcomes Brett Swarts, founder of Capital Gains Tax Solutions, to discuss innovative tax strategies for real estate investors. Brett explains how the Deferred Sales Trust can help clients defer capital gains taxes and achieve truly passive income. He shares transformative client success stories, including strategies for navigating unique assets like Bitcoin. The conversation emphasizes the importance of building relationships and strategic partnerships 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   —--------------------

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

Ray Schwetz and Brittany Gill get business empowerment from Lorraine Millington, tax strategist and owner of Melanin Tax Solutions, giving individuals and businesses tailored tax solutions.  With over a decade of experience, she helps clients maximize deductions, minimize liabilities and build financial stability.  

In this episode of The Influential Advisor podcast, host Paul interviews Erik Brenner, founder of Hilltop Wealth and Tax Solutions with 32 years of experience in wealth management. Erik discusses his innovative "Personal CFO" model that brings comprehensive financial services under one roof, including integrated tax planning and wealth management. The conversation explores how this approach can transform retirement planning for successful individuals by breaking down traditional silos in financial services and providing family office-level services to non-ultra-wealthy clients.Guest BioErik Brenner is the founder of Hilltop Wealth and Tax Solutions, an independent registered investment advisory firm. With 32 years of experience in the financial services industry, Erik built his practice after growing up in a family business in the aftermarket automotive industry. He specializes in providing comprehensive wealth management services that integrate tax planning, investment management, and estate planning under one roof.The Personal CFO ModelHow the model differs from traditional financial advising by combining multiple services under one roofThe importance of integrating tax planning with wealth managementHow this approach provides family office benefits to clients who aren't ultra-wealthyWhy coordination between financial professionals is crucial for optimal outcomesFive Critical Retirement DecisionsTiming Your RetirementFinancial implications of retiring earlier or laterBalancing emotional readiness with financial preparednessBenefits of working longer during highest earning yearsSocial Security Claiming StrategiesWhy "it's not grandma's Social Security anymore"How couples can maximize benefits through coordinated claiming strategiesConsideration of life expectancy, health history, and age differences between spousesTax implications of Social Security benefits (15% may be tax-free)Distribution StrategyImportance of tax-efficient withdrawals from retirement accountsWhy emptying accounts sequentially isn't always optimalHow proper distribution planning can lower lifetime tax burdenHealthcare PlanningMedicare eligibility at 65 and planning for the gap yearsStrategies for obtaining healthcare coverage before Medicare eligibilityConsideration of long-term care costs in later lifeEstate PlanningCommon oversight of not having or updating estate plansEnsuring assets pass according to your wishesGoing beyond document creation to implementation and funding strategiesThe Window of OpportunityThe critical period between retirement and Required Minimum Distributions (RMDs)How taxable income often drops during this window, creating tax planning opportunitiesStrategic Roth conversions when in lower tax bracketsAddressing the "balloon" of tax-deferred savings before mandatory distributionsBreaking Down Financial SilosHow separate financial professionals (insurance, tax, investments, estate) often don't coordinateThe value of comprehensive financial planning across all domainsPreventing contradictory advice from different specialistsClient Stories HighlightedClaire's Healthcare SavingsSaved over $31,000 in healthcare costs before Medicare eligibilityStrategic income management to qualify for healthcare subsidiesExample of how proper planning can enable earlier retirementHenry's Pension LossSupport the show

Welcome to the Working Moms of San Antonio podcast! In this episode, hosts Erika Radis and Marie Lifshultz welcome Joanne Tlili of Virtual Bookkeeping Solutions. Joanne, an experienced accountant and 'mamapreneur,' shares her 22 years of expertise in bookkeeping, accounting, and taxes. The discussion dives into the critical importance of having your bookkeeping in order before tax season, common mistakes new entrepreneurs make, and the benefits of automation. Joanne highlights valuable tools like QuickBooks and Wave apps and provides practical tips for maintaining financial organization. The episode also explores how having a dedicated bookkeeper can help business owners make educated financial decisions, align with their business goals, and ultimately reduce long-term stress and costs. Don't miss out on Joanne's expert advice to streamline your bookkeeping processes and grow your business successfully!

What happens to your tax debt during a state of emergency? Find out now! Do you have tax debt? Call us at 866-8000-TAX or fill out the form at https://choicetaxrelief.com/If you want to see more…-YouTube:    / @loganallec  -Instagram: @ChoiceTaxRelief @LoganAllec -TikTok: @loganallec-Facebook: Choice Tax Relief // Logan Allec, CPA -Reddit: u/Logan_Allec

This week, Sasha Orloff is joined by Ankur Dahiya, CEO and founder of Fifteenth, a B2B fintech startup using AI to modernize the tax industry, as they discuss his journey from navigating complex stock options at Flexport to transforming CPA services, the challenges of scaling a tax-focused business, the role of AI in automating tax processes, and his vision for more efficient, accessible tax advisory following a successful funding round. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle

On this week's Money Matters, Scott and Pat discuss recent reports of increased bearish sentiment in the market, reaching levels not seen in over a year. Then, they break down the complexities of life insurance policies with long-term care benefits. Are they worth the investment or are there better options? Later, they speak with Suzanne Conrad, Allworth's Director of Tax Solutions, who shares practical tax strategies for high-net-worth individuals looking to optimize their wealth. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Navigating Small Business Finances with John Drawdy of Paragon Accounting & Tax Solutions, LLCIn this episode, we sit down with John Drawdy, the owner of Paragon Accounting & Tax Solutions, LLC, to discuss the critical financial challenges faced by small business owners. With nearly 30 years of experience in auditing, accounting, and tax planning, John shares valuable insights on how entrepreneurs can stay ahead of their finances and avoid common pitfalls.John explains how small business owners can better understand their numbers and why it's crucial to hire the right professionals to handle bookkeeping and tax preparation. We dive deep into the Profit First method, a revolutionary system designed to prioritize profit and ensure businesses are consistently saving for taxes and other expenses. John also discusses how smart financial management can alleviate the stress of tax season, improve cash flow, and lead to better business decisions.Learn how John's journey into business ownership began, how networking and client relations helped Paragon Accounting grow, and the importance of Google reviews and SEO for attracting new clients. This episode is packed with practical advice for small business owners looking to take control of their finances and ensure their long-term success.Tune in for actionable tips and strategies that could transform how you manage your business's financial health!You can find John at www.paragonaccountingandtax.comYou can find your host, Howard Wolpoff, at:www.profitmasterbusinesssolutions.comTwitter - https://twitter.com/hwolpoffInstagram - https://www.instagram.com/hwolpoff/TikTok - https://www.tiktok.com/@hwolpoffThank you for listening!

Are you a builder, tradie or engineer in Western Sydney who needs help with bookkeeping and payroll? Save your business time and money with Tax Solutions. To learn more, visit https://taxsolutions.net.au Tax Solutions City: Parramatta Address: Suite 2/105 – 107 Church St Website: https://taxsolutions.net.au/ Phone: +61 2 96333170 Email: info@taxsolutions.net.au

Send us a textEver felt trapped by the looming capital gains tax when selling your business or real estate? Join us as Brett Swarts, founder of Capital Gains Tax Solutions, reveals how the Deferred Sales Trust can unlock wealth and provide freedom for high-net-worth individuals. From tackling the real estate market to embracing life's adventures with his family, Brett shares insights into leveraging tax strategies, lessons from the 2008 financial crash, and the power of surrounding yourself with growth-minded people. Listen in to discover how intentionality, resilience, and innovative tax planning can transform your wealth, lifestyle, and legacy.Connect with Brett here:Capital Gains Tax Solutions WebsiteCapital Gains Tax Solutions Facebook Page Brett Swarts LinkedinLinkedIn Business pageCapital Gains Tax Solutions BiggerPockets Page Capital Gains Tax Solutions Youtube Page Brett Swarts TwitterBrett Swarts FB PersonalBrett Swarts InstagramInstagram Business pageConnect with Dionne Malush Instagram: @dionnerealtyonepgh LinkedIN: /in/dionnemalush Website: www.dionnemalush.com Facebook: /dmalush LinkTree: https://linktr.ee/dionnemalush

In episode 80 of This Week's Economy, I discuss the SALT tax deduction problems, California's social media law concerns, nuclear power race with China, VP debate challenges, presidential candidates miss pro-growth policies, and Texas can eliminate property taxes.Watch the episode, or listen to it on Apple Podcast or Spotify, and visit my website vanceginn.com or newsletter vanceginn.substack.com for more information.

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Dive deep into the world of tax debt resolution with Morgan Anderson, an experienced Enrolled Agent and NTPI Fellow, in this enlightening episode. With over 24 years of tackling tax issues, Morgan brings a wealth of knowledge and a proven track record of resolving tax debts related to IRS and state agencies. This episode will explore the common causes of tax debt, the emotional impact on those affected, and the various pathways to resolution. Morgan will also debunk myths surrounding tax settlement programs and offer practical steps for individuals and businesses looking to navigate their way out of debt. Whether you're facing minor tax troubles or grappling with more significant debt, join us for an episode packed with expert advice, empathy, and real-world solutions. To connect with Morgan, visit her website: https://www.goldenliontaxsolutions.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Join our Patreon Community: https://www.patreon.com/user?u=87512799 Join our Spotify Community: ⁠https://podcasters.spotify.com/pod/show/christopher-loo/subscribe⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024

Tax season is right around the corner and Sheila Chaplin from Reliable Tax Soultions answers a few of the most common questions that many small business owners have. turfnutritionmanagementpodcast@gmail.com @turf_nutrition_mangmt_podcast Doug Gray dgrayghost69@gmail.com Kevin Salters Instagram @rootdevelopmentllc Facebook Root Development LLC rootdevelopmentllc@gmail.com New England Regional Turfgrass Conference and Show www.NERTF.org March 5-6-7th Creative Content By Jessica Instagram @creativecontentbyjessica creativecontentbyjessicaanne@gmail.com Green Frog Web Designs www.greenfrogwebdesign.com Ezra Mcarthy Sheila Chaplin, CFP® Reliable Tax & Business Services-screliabletax@gmail.com The Landscaping Bookkeeper www.gulfcoastbk.com @thelandscapingbookkeeper --- Send in a voice message: https://podcasters.spotify.com/pod/show/rootdevelopmentllc/message

In this groundbreaking episode of the Pilla Tax Podcast, Dan Pilla, a luminary in the field of tax litigation and compliance, takes on one of the most pressing issues in modern finance: the tax implications of cryptocurrency. With the digital currency landscape evolving rapidly, Dan provides crucial insights into how these changes impact taxpayers and the IRS alike.In this episode, we delve deep into the world of cryptocurrency and its intersection with tax law:Privacy vs. IRS Oversight: Dan addresses the common belief that cryptocurrency trades are private and beyond the reach of the IRS. He explores whether the IRS can access your crypto trade history and what that means for traders.IRS Focus on Crypto Compliance: Is cryptocurrency compliance really a significant concern for the IRS? Dan examines how the IRS views crypto transactions and why understanding this perspective is crucial for anyone involved in digital currency trading.Understanding the Taxability of Crypto: What are the most common misunderstandings about the taxability of cryptocurrencies? Dan breaks down the complexities and misconceptions surrounding crypto taxation, providing clarity in a field often shrouded in confusion.Staying Compliant with Crypto Taxes: Lastly, Dan offers invaluable advice on what you need to know to stay on the right side of the law when it comes to cryptocurrency and taxes. From record-keeping to reporting, learn how to navigate these murky waters effectively.This episode is a must-listen for anyone engaged in or interested in the world of cryptocurrency. Whether you're a seasoned investor, a curious newcomer, or a tax professional looking to stay ahead of the curve, Dan's insights offer a clear path through the intricate and often misunderstood world of crypto taxation.Tune in to "Decrypting Crypto Taxes" on the Pilla Tax Podcast and arm yourself with the knowledge you need to navigate this rapidly evolving landscape confidently and compliantly.#DanPilla #TaxExpert #PillaTaxPodcast #Cryptocurrency #CryptoTaxes #IRSScompliance #DigitalCurrency #TaxLaw #Finance #CryptoTrading #TaxPlanning #IRS #TaxCompliance #Blockchain #CryptoInvestment

In this must-listen episode of the Pilla Tax Podcast, Dan Pilla, celebrated as a titan in tax consultation and strategy, delivers an exceptional deep dive into critical year-end tax planning, investment strategies, and business tax considerations. With his unique blend of expertise and clarity, Dan elucidates complex tax scenarios, offering actionable advice for our listeners.This episode covers three significant topics:Reviewing Financial Portfolios: Dan begins by discussing the crucial task of reviewing financial portfolios, focusing particularly on the tax implications of capital gains and losses. This segment is invaluable for anyone looking to optimize their investment strategy for tax efficiency, understand market trends, and navigate the often confusing landscape of investment taxation.Making Smart Equipment Purchases: Next, Dan takes us through the advantages of making business equipment purchases under Code §179. This is a goldmine of information for small business owners seeking to understand how strategic investments in their business can lead to substantial tax savings. Dan's expertise breaks down this complex code into practical, easy-to-implement strategies.Crypto Currency Tax Considerations: Lastly, addressing the burgeoning field of digital currencies, Dan provides essential insights into the key tax considerations for crypto transactions. As crypto continues to gain traction, understanding its tax implications is crucial. Dan's guidance is especially timely and relevant, demystifying the nuances of crypto taxation.Dan Pilla's ability to articulate these intricate topics in a clear and concise manner makes this episode a standout. Whether you're a seasoned investor, a small business owner, or simply keen on staying ahead in the world of finance and taxes, you'll find this episode packed with invaluable insights and tips.Tune in to this episode of the Pilla Tax Podcast for an enlightening journey through the landscape of year-end tax planning and strategic financial decision-making. And remember, for more expert insights from Dan Pilla, don't forget to like, share, and subscribe!Remember to like, share, and subscribe to the Pilla Tax Podcast for more expert insights from Dan Pilla.Be sure to check out the Pilla Tax Academy website for all your tax resources at:www.PillaTaxAcademy.comYouTube: https://www.youtube.com/@pillataxacademyFaceBook: https://www.facebook.com/pillataxacademyInstagram: https://www.instagram.com/pillataxacademy#DanPilla #TaxExpert #PillaTaxPodcast #YearEndTaxPlanning #InvestmentStrategies #BusinessTaxes #FinancialPortfolios #CapitalGains #TaxSavings #Section179 #CryptoCurrency #TaxAdvice #TaxPlanning #FinancialEducation #CryptoTax #BusinessGrowth

Welcome to a crucial episode of the Pilla Tax Podcast, especially designed for those looking to make smart tax moves as the year draws to a close. In Episode 38, we have the privilege of having Dan Pilla, a tax expert with over four decades of experience, who will provide invaluable insights into strategic tax planning as we approach the end of the year.In this episode, we're focusing on three key areas:Prepaying State Income Taxes: Dan addresses the strategy of prepaying state income taxes before December 31st. He elaborates on how this can be a smart move for some taxpayers, while also cautioning about potential downsides. It's a nuanced discussion that can help you decide if this strategy works for your situation.Wage Withholding and Estimated Payments Review: Next, we delve into the often-overlooked aspect of wage withholding and estimated tax payments. Dan guides us through the process of reviewing these payments and identifies common errors that taxpayers should avoid. This segment is essential for anyone looking to optimize their tax situation and possibly increase their take-home pay.Financial Review and Tax Liability Forecast: Finally, Dan emphasizes the importance of reviewing your financial situation before the year ends. He explains how this proactive step can be crucial in managing unexpected tax liabilities and avoiding unpleasant surprises during tax season.This episode is packed with expert advice and practical tips for both individual taxpayers and small business owners. Whether you're seeking ways to minimize your tax liability or just looking to better understand the end-of-year tax landscape, this podcast is for you.Tune in now and step into the new year with confidence, equipped with the knowledge to make informed tax decisions.Remember to like, share, and subscribe to the Pilla Tax Podcast for more expert insights from Dan Pilla.Be sure to check out the Pilla Tax Academy website for all your tax resources at:www.PillaTaxAcademy.comYouTube: https://www.youtube.com/@pillataxacademyFaceBook: https://www.facebook.com/pillataxacademyInstagram: https://www.instagram.com/pillataxacademy#DanPilla #TaxExpert #PillaTaxPodcast #EndOfYearTaxPlanning #TaxStrategies #StateIncomeTax #TaxWithholding #FinancialReview #TaxLiability #TaxTips #FinancialPlanning #TaxAdvice #SmallBusiness #PersonalFinance #IRS #TaxSeasonPrep

Welcome to a new episode of the Pilla Tax Podcast, where we dive deep into one of the most talked-about topics in the tax world today: the Employee Retention Credit (ERC). With his unparalleled expertise in tax law and a knack for simplifying complex issues, Dan Pilla, America's leading tax authority, breaks down everything you need to know about the ERC. In this episode, Dan addresses the core questions surrounding this hot topic: What is the Employee Retention Credit? - Dan starts with the basics, explaining what the ERC is and its significance for businesses navigating the challenging economic landscape. Why is the IRS Concerned? - We then shift focus to understand why the IRS is paying close attention to the ERC. Dan delves into the reasons behind the IRS's concern and what it means for businesses. Safely Benefiting from the ERC - The most crucial part of our discussion revolves around how small businesses can maximize the benefits of the ERC while minimizing risks. Dan provides actionable strategies and compliance tips to ensure businesses can confidently claim the credit without fear of repercussions. Whether you're a small business owner, a tax professional, or just interested in the dynamics of tax incentives, this episode is packed with invaluable insights. Dan's detailed breakdown not only clarifies the concept and implications of the ERC but also offers practical guidance on navigating it effectively. Don't forget to like, share, and subscribe to the Pilla Tax Podcast for more expert insights from Dan Pilla. Stay informed and stay ahead in the ever-evolving world of taxation! Be sure to check out the Pilla Tax Academy website for all your tax resources at:www.PillaTaxAcademy.comYouTube: https://www.youtube.com/@pillataxacademy FaceBook: https://www.facebook.com/pillataxacademy Instagram: https://www.instagram.com/pillataxacademy #DanPilla #TaxExpert #PillaTaxPodcast #EmployeeRetentionCredit #ERCTaxCredit #SmallBusiness #TaxAdvice #IRSGuidelines #TaxIncentives #BusinessFinance #TaxCompliance #TaxStrategy #BusinessGrowth #IRSConcerns #TaxBenefits #FinancialPlanningSee omnystudio.com/listener for privacy information.

Welcome to another enlightening episode of the Pilla Tax Podcast, where today's focus is on a subject that offers hope and relief to many: Forgiveness of Tax Debt. Join us as Dan Pilla, a renowned tax litigation expert with a wealth of experience, sheds light on this critical topic. In this episode, Dan answers some of the most pressing questions about tax debt forgiveness: Qualifying for Tax Debt Forgiveness - Dan begins by explaining the specific circumstances that can lead to the forgiveness of tax debt and who typically qualifies for such relief. This segment is particularly insightful for those who feel overwhelmed by their tax obligations. The Process and Timeline - Next, we delve into the procedural aspects. What does applying for tax debt forgiveness involve? How long does the process usually take? Dan's answers provide a clear roadmap for those considering this option. Long-Term Implications - Finally, an often-overlooked aspect: the long-term consequences and considerations. Dan discusses what taxpayers need to know about the future financial and legal implications of having their tax debts forgiven. This episode is not just about finding a way out of tax debt; it's about understanding the journey through it. Whether you're a taxpayer facing daunting debt, a tax professional seeking to guide clients, or simply interested in the complexities of tax law, this podcast offers valuable insights and guidance. Tune in to gain a deeper understanding of tax debt forgiveness from one of the most knowledgeable minds in the field. Remember to like, share, and subscribe for more expert insights from Dan Pilla on the Pilla Tax Podcast. Be sure to check out the Pilla Tax Academy website for all your tax resources at:www.PillaTaxAcademy.com YouTube: https://www.youtube.com/@pillataxacademy FaceBook: https://www.facebook.com/pillataxacademy Instagram: https://www.instagram.com/pillataxacademy #DanPilla #TaxExpert #PillaTaxPodcast #TaxDebtForgiveness #TaxRelief #FinancialFreedom #TaxLaw #DebtRelief #IRSDebt #TaxResolution #FinancialPlanning #TaxAdvice #TaxStrategy #TaxLitigation #TaxGuidance #DebtManagementSee omnystudio.com/listener for privacy information.

In this episode of Capital Gains Tax Solution Podcast, Vance Lowe CEO of Private Banking Strategies,® explores the power of Infinite Banking Concepts (IBC) as the ultimate financial strategy. IBC focuses on building and preserving wealth by becoming your own bank and minimizing taxes. The aim is to establish a financial system that allows you … Continue reading Capital Gains Tax Solutions Podcast with Guest Vance Lowe →

Kirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as backup generation, co-generation, solar energy, and energy efficiency. Kirk's deep expertise in the area of Energy Consumption and Strategic Use allows him to provide utility rate and tariff analysis and cost savings for DCI's clients. In addition, Kirk oversees the marketing of the firm's CORE and Tax Solutions to current and prospective clients. Kirk received his B.S. in Electrical Engineering from San Diego State University.Learn more:https://www.dcisolutions.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kirk-conole-partner-and-chief-operating-officer-with-dci-solutions

Kirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as backup generation, co-generation, solar energy, and energy efficiency. Kirk's deep expertise in the area of Energy Consumption and Strategic Use allows him to provide utility rate and tariff analysis and cost savings for DCI's clients. In addition, Kirk oversees the marketing of the firm's CORE and Tax Solutions to current and prospective clients. Kirk received his B.S. in Electrical Engineering from San Diego State University.Learn more:https://www.dcisolutions.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kirk-conole-partner-and-chief-operating-officer-with-dci-solutions

Welcome to the latest episode of the Pilla Tax Academy! As America's leading tax authority, Dan Pilla dives deep into a topic that has been causing ripples in the small business community: the increased frequency of IRS business audits. In today's episode, we tackle the pressing questions that have been on the minds of entrepreneurs and business owners: Why has the IRS been signaling an uptick in business audits for over the past year? As a small business owner, should you be alarmed? How does the IRS determine which businesses to scrutinize? Most importantly, what strategies and insights can you employ to emerge victorious in an IRS audit? With over 40 years of tax litigation expertise and a vast repository of knowledge on IRS problems, Dan Pilla unravels the nuances of the auditing process, offers preventative advice, and empowers businesses with the tools they need to face potential audits confidently. This episode of the Pilla Tax Academy is a listen to for every small business owner, tax professional, and anyone interested in understanding the inner workings of the IRS audit process. Equip yourself with knowledge straight from the industry's best, and ensure your business stands strong in the face of any IRS scrutiny. Know what to do, and if you don't Pilla Tax Academy is here to quickly help you. Don't forget to like, share, and subscribe for more invaluable insights and guidance from the Pilla Tax Academy.     #DanPilla #TaxExpert #PillaTaxAcademy #IRS #BusinessAudits #AuditPrevention #TaxCompliance #TaxLitigation #SmallBusiness #IRSProcedures #AuditStrategies #TaxPlanning #AuditTips #IRSInsights #BusinessStrategy #TaxProtection #AuditDefenseSee omnystudio.com/listener for privacy information.

Welcome to the "Pilla Tax Podcast," where we bring you face-to-face with Dan Pilla, renowned as the USA's Top Tax Expert. With more than four decades of real-world tax resolution experience, Pilla's insights are your passport to an enlightened understanding of the complex tax system. As an innovator and the 'father' of the tax resolution industry, Dan has shaped the approach of tax resolution practitioners nationwide. Join us as we delve into the nitty-gritty of tax matters - from prevention to resolution. Regardless of your vocation - whether you're a taxpayer, enrolled agent, tax attorney, CPA, or business owner, Pilla Tax Podcast is your go-to platform for all things tax. Stay ahead of the IRS and understand the ever-evolving tax code with Dan Pilla as your guide. Let's beat taxes, one episode at a time!In this 1st Episode Dan discusses the IRS' release that they will no longer show up to a person's home unannounced. Dan covers this and goes into his incredible history of how he got started at the age of 18 in the Tax Resolution Business. Be sure to take advantage of all Dan's resources at www.PillaTaxAcademy.comFollow us on the Social Media channels:YouTube: https://www.youtube.com/@pillataxacademy FaceBook: https://www.facebook.com/pillataxacademy Instagram: https://www.instagram.com/pillataxacademy  See omnystudio.com/listener for privacy information.

In this episode Dan Pilla covers the fact that last year Congress granted $80 billion additional funding to the IRS. Now we hear that money was cut. What's the deal? What can we expect from IRS enforcement going forward? Are they planning to spend any money on taxpayer assistance?Dan goes in deep on this topic and much more!Be sure to take advantage of all Dan's resources at www.PillaTaxAcademy.com Follow us on the Social Media channels: YouTube: https://www.youtube.com/@pillataxacademy FaceBook: https://www.facebook.com/pillataxacademy Instagram: https://www.instagram.com/pillataxacademy  See omnystudio.com/listener for privacy information.

Jacqueline Sheldon Jacqueline Sheldon/Bottom Line Tax Solutions Bottom Line Tax Solutions specializes in the 3 "P's" of income taxes: Tax Preparation, Tax Planning and Tax Problem Solving. Are you paying too much in taxes? You probably are! Bottom Line Tax Solutions saves their clients thousands in taxes each year; visit them today. Also a Community Partner with our studio! […] The post Jacqueline Sheldon with Bottom Line Tax Solutions appeared first on Business RadioX ®.

It is said that cashflow is king. That remains to be true, but in this day and age, tax flow is becoming the new king because the government has a spending problem. It is inefficient with capital, and that money can be used for more good if it's in the hands of the people who created it. Brett Swarts strongly believes in the need for people to take back more of their hard-earned wealth. He wrote the book Building a Capital Gains Tax Exit Plan, that teaches how we can defer capital gains tax and use that money to expand our investments further. In this episode, he talks about the importance of having a tax flow mindset, how to defer capital gains tax specifically in real estate, the advantages of a deferred sales trust, and more. Join in the conversation and learn how you can create even more wealth by saving on taxes!

Dave's long-time OB teaching friend Judi Strauss-Lipkin talks with him amid another 'taxing' Tax Season. How can she be so upbeat? Her boutique business is dedicated to clients whom she has helped for years to understand the complexities of their financial situations with Judi's considerable teaching talent and financial acumen. Why still do this? She loves her clients, and they love her. 

Today we talk with Brett Swarts to find out how to unlock the Secrets of Capital Gains Tax Solutions. How can we keep more of our hard earned money!   Links from episode: Brett's website https://capitalgainstaxsolutions.com/meet-brett/ Brett's YouTube channel https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA David Sloan example https://capitalgainstaxsolutions.com/deferred-sales-trust-client-shares-his-experience-and-his-new-multifamily-deal-with-david-sloan/ New BOOK coming out soon! Building a Capital Gains Tax Solutions Plan Amazon

Get ready for an exciting new show of the Kern County Real Estate Review! We're thrilled to have Brett Swarts, founder and CEO of Capital Gains Tax Solutions, as our special guest. Listen now to learn about Deferred Sales Trusts, a powerful alternative to the traditional 1031 exchange. If you're curious about how to defer capital gains tax, you won't want to miss this show. Stream this episode now to gain valuable insights and take your real estate investing to the next level.

Break out of capital gains tax jail using a legal, innovative strategy with Brett Swarts in today's episode about an overview of a deferred sales trust and how it can help your real estate business thrive. So if you want to learn a tactical way to defer your taxes, this episode is the one for you!Key Takeaways to Listen forDeferred sales trust: How it works and how it differs from a 1031 exchangeHow to leverage a DST to reduce your capital gains taxDST structures that help create generational wealth for your familyUnique benefits of having a deferred sales trustActionable steps to starting a successful businessResources Mentioned in This EpisodeKevin HarringtonBuilding a Tax-Deferred Exit Strategy by Brett P. Swarts | PaperbackRun Like ClockworkFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Brett SwartsBrett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers in the United States. He is the founder of Capital Gains Tax Solutions, an exclusive Deferred sales trust trustee, host of the Capital Gains Tax Solutions Podcast, and an eXp commercial multifamily broker in Sacramento, California.He equips hundreds of millionaires each year to break out of capital gains tax jail. His experience includes numerous deferred sales trusts, Delaware statutory trusts, 1031 exchanges, and $400,000,000 in closed commercial real estate brokerage and deferred sales trust transactions. He is a licensed California real estate broker passionate about educating high net-worth individuals in capital gains tax deferral with a deferred sales trust. Connect with BrettWebsite: Capital Gains Tax Solutions | Expert Tax SecretsPodcast: Capital Gains Tax Solutions PodcastLinkedIn: Brett SwartsYouTube: Capital Gains Tax SolutionsTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GowYourShow.com and Schedule a call with Adam A. Adams

Once January comes around, it's not just the new year, its Tax Season!  Bookkeepers, accountants, CPA's and tax preparation providers hunker down, get focused and put their full attention to their clients for the next quarter plus. I am so excited to share this latest episode of Small Business Marketing – Then & Now with my guest Katherine Grooms of Accounting & Tax Solutions LLC.  Katherine is focused on her clients all twelve months of the year, providing multiple layers of added value while providing exceptional services to small to medium-size businesses and corporations handling accounting, payroll, and tax functions.  Her multi-state business also provides hands-on service for individual and their tax preparation needs. She shares her journey where she was guided by a mentor to start her business while in school and the lessons she learned through developing relationships and growing her network to create a thriving business.  She provides great detail on how she built the successful Accounting and Tax Solutions and the growth path she has developed for the future. To learn more, please click https://accttaxsolutions.com/. As always, this podcast is brought to you by Profit Master Business Solutions, implementing measured marketing for small businesses while calming the chaos and creating the confidence and competence to exceed expectations.  Click www.profitmasterbusinesssolutions.com.You can find your host, Howard Wolpoff, at:www.profitmasterbusinesssolutions.comTwitter - https://twitter.com/hwolpoffInstagram - https://www.instagram.com/hwolpoff/TikTok - https://www.tiktok.com/@hwolpoffThank you for listening!

Let's face it — nobody likes doing taxes. And staying on top of changing codes, rates, and regulations can be a time-consuming endeavor for companies. Avalara is a tax compliance automation platform that's making tax solutions easier for businesses all around the world. Avalara's EVP of Engineering and CTO Danny Fields joins us to discuss the wide scale of innovation required to deliver fast and accurate tax computations globally, and why companies still using manual methods should make the switch to automation now.Tune in to learn:What is Avalara and what does it do? (01:09)How Avalara keeps track of constant changes in the tax code (10:45)What it was like moving Avalara toward automation (16:39)Why some companies are slow to adopt tax automation (27:03)IT Visionaries is brought to you by Salesforce. With Salesforce's low-code app dev tools, you can be more efficient, more productive and save money by reducing development time by up to 90%. Get Salesforce's Low-Code Playbook and increase time to value for your team and your customers. Download the free playbook today.Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

  What if one of these ten tax tools could be the tax opportunity that you've been missing? If you are looking to increase your wealth over your lifetime you'll want to ensure that you have the best tax planning strategies in place for long-term success.  Paying more taxes now to lower your lifetime tax rate may seem unconventional, but if you are serious about building wealth, this could be the kind of strategy to use. Listen in to hear our top ten tax planning strategies with our resident tax expert, Will Holt.  As life changes, your opportunities for tax saving change which is why it is important to stay on top of these changes. Make sure to check out all of our episodes to hear details on many of these tax-saving strategies and more. Subscribe now to never miss an episode. Outline of This Episode [2:12] Bunching multiple years of charitable giving together can be tax efficient [5:38] How to use highly appreciated stock as a gifting tool [6:32] Using qualified charitable distributions [10:22] Long-term financial planning is critical to long-term tax success [13:19] How to take advantage of tax loss harvesting [18:53] Use your retirement accounts  Resources & People Mentioned Article - Qualified Charitable Distributions – A Retiree's Secret Weapon to Slash Taxes Episode 59 - Tax Solutions for Charitable Giving Episode 104 - How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums Episode 174 - Should You Use a Non-Qualified Deferred-Compensation Plan for Your Retirement Savings? Episode 140 - Choosing the Right Investment Vehicles to Save for Retirement Article - Tax Loss Harvesting: A Silver Lining in Bear Markets Episode 144 - Your Retirement Secret Weapon: The Mega Backdoor Roth Connect With Chad and Will https://www.financialsymmetry.com/podcast-archive/  Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts  Stitcher  Google Play

In this episode, we continue to unravel the mystery of tax strategies as we dig deeper into cost segregation, what it means, how it works, and the benefits it offers your year-end taxation and cash-on-cash return. So, don't miss these wealth-generating opportunities made available through real estate!     WHAT YOU'LL LEARN FROM THIS EPISODE What is straight-line depreciation, and how is it calculated? Cost segregation: Definition, categories, and advantages How cost segregation works on a specific property The impact of tax strategies on your cash-on-cash return     RESOURCE MENTIONED IN THIS EPISODE #203: The TAX CODE Magic with Warren Taryle     CONNECT WITH US: If you need help with anything in real estate, please email: invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community

In today's episode of Discount Property Investor Podcast, David Dodge has a special guest Brett Swart, Founder of Capital Gains Tax Solutions, helping people learn and implement capital gains tax strategies through his company. Capital Gains Tax Solutions. Brett works primarily with high-net-worth investors to develop deferred sales trust tools to solve capital gains tax deferral limitations. In this episode, Brett defines a deferred sales trust, explains the difference between a 1031 exchange, and when this strategy works for real estate investing. If you are interested in Real Estate this is an inspiring interview.Links Mentioned in Today`s Episode Website: https://capitalgainstaxsolutions.com/Youtube: Capital Gains Tax Solutions