Podcasts about tax strategies

Learn the 6 most overlooked advanced tax strategies used by the wealthy before end of the year to make sure you keep as much money from the government as legally possible before 2026. Our guest is Roger Roundy, the CEO of Strategic Associates, a team of tax professionals committed to helping high income earners only pay what their legally supposed to and not a penny more.Want to Pay Less Taxes to the Government this Year? Connect with the Strategic Associates Team:Book a Call: https://bttr.ly/strategic-associatesEmail: support@strategicag.net Join the Waitlist for the Tax and Assets Community: https://taxandassets.comWant Us to Review Your Current Tax Strategy? Click Here: https://betterwealth.com/taxIntro - 0:00 End-of-Year Tax Planning for Business Owners - 1:39 Pay as Little Taxes to The Government as Possible - 4:30 Why You Need Advanced Tax Strategies - 6:58What Everyone Needs to Know About Taxes - 10:52Understanding 77,000 Pages of the Tax Code - 12:094 Categories of Advanced Tax Strategies - 13:09How Low Should You Keep Your Income? - 18:11 What is the Risk of Being Audited by the IRS? - 22:35How Many Clients of Yours Have Been Audited? - 26:41We Can't Talk About This on Youtube - 30:156 Advanced Tax Strategies Explained - 32:45 The Carry-Forward Losses Strategy - 34:41Tax Code 704B Deferral Strategy - 39:06The Difference Between Deferral & Mitigation - 40:10The "Donation" Volume Strategy - 44:00 Depreciation, Leverage, & Trusts Strategy - 48:39Solar Energy Tax Strategies - 52:53 Tax Code 831B | Captive Insurance - 57:00How to Connect - 1:02:46______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Disclaimer: This is a sponsored episode. 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.  

Welcome back to the show! In this episode, Steve is joined by a special guest to talk about no just ta planning, but tax strategies! Is today a good day to keep your money from heading into the government's coffers?  Of course it is! But how do you do that? What is the best strategy to use? Tune in now and find out! Please remember that Steve is always ready to have a conversation with you. Just send your questions, concerns, and comments to AskSteve@TotalWealthAcademy.com today! 

Kevin Brucher discusses essential financial strategies to consider before the year ends. He emphasizes the importance of tax loss harvesting, Roth conversions, and understanding required minimum distributions (RMDs). Kevin also highlights the significance of protecting personal finances amidst rising national debt and offers insights into health savings accounts and charitable giving. The conversation covers maximizing retirement contributions and the need for progressive tax reforms to address wealth inequality. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.

One of the biggest reasons why affluent families and high-net-worth investors have lost trust in financial services and wealth management firms is that most of the advice they receive is biased and driven by incentives that serve institutions instead of clients.Imagine financial advice and strategies that truly align your wealth with conflict-free guidance. Most investors expect traditional wealth managers and RIAs to act in their best interests. Today's guest will reveal how the financial industry actually operates—and how they are disrupting the status quo.That's why I'm thrilled to welcome Mo Lidsky to the podcast. Mo is CEO and Partner at Prime Quadrant, one of North America's leading multi-family offices. With $26B+ in AUC (Assets Under Consultation™) and over 400 years of combined experience, they've cracked the code on providing financial services that aren't focused on selling products, and empower families to make better financial decisions.They believe that typical family offices with 7-figure net worths should have the same access to institutional-quality options that are enjoyed by billion-dollar corporations, offering aligned interests, a diversity of opportunities, exceptional planning, and predictable outcomes. In our conversation, Mo shares how Prime Quadrant designed a cost-effective family office model that bridges the gap between retail investors and institutions, giving clients access to institutional opportunities and advice tailored solely to their needs. We'll also discuss how their fee-only structure creates transparency and how focusing on your real goals leads to genuinely personalized financial advice.In this episode, you'll learn: 1.) How to identify misaligned incentives in traditional wealth management and avoid paying for biased advice.2.) How Prime Quadrant's family office model delivers institutional-quality access and advice for affluent families.3.) How to clarify what you truly want—and build your financial life around purpose, freedom, and alignment.Show Notes: LifestyleInvestor.com/265Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

101 The Impact of AI and Labor Market Trends | Cary Sparrow, CEO of WageScape   The Entrepenudist Podcast  https://entreprenudist.com AI is transforming how companies hire, pay, and compete for talent and no one understands that shift better than Cary Sparrow, Founder and CEO of WageScape. In this episode of The Entreprenudist Podcast, Cary shares insights from decades of experience in engineering, the U.S. Navy, consulting, and technology leadership. He explains how data and artificial intelligence are reshaping recruiting, pay transparency, and the overall labor market. We dive into:

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

Hannah Cole, founder of Sunlight Tax, is back on So Money. And she's here with big news: Her new book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed, is officially out in the world — funny, joyful, deeply practical, and truly unlike any tax book you've ever read. I'm holding it in my hands right now.And for my Montclair and NYC listeners: Hannah is coming to Montclair on January 15th at 7PM for a special stop on her book tour. I'll be on stage with her at The Rec Room at Lackawanna Plaza, and tickets are available at: SunlightTax.com/MontclairIn today's conversation, Hannah and I dig into so much helpful ground, including:The big goal behind Taxes for Humans and why she believes tax education is actually a form of empowerment.The limiting beliefs and shame traps so many freelancers carry around taxes — and how to break them.Her beautifully simple three-system approach to staying organized (receipts, tax docs, and bookkeeping — yes, they're different).What to do if you can't pay your tax bill, how audits actually work, and why the IRS is often far less scary than we've been taught. Hosted on Acast. See acast.com/privacy for more information.

Are you missing out on some of the most powerful year-end tax strategies available to small business owners and entrepreneurs? In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen break down 20 actionable moves you can still make before December 31 to save thousands on taxes and set yourself up for long-term financial success. From retroactive S-corp elections to HSAs, Solo 401(k)s, and smart income timing, this episode is your complete year-end playbook.Unlike generic tax tips you'll find online, these strategies are tailored for real entrepreneurs — whether you're running an LLC, managing rentals, or building your side hustle. Mark and Mat explain how to pay your kids the right way, leverage 100% bonus depreciation on vehicles and equipment, and take advantage of HRAs, Roth conversions, self-rental rules, and tax-loss harvesting before the clock runs out. They also share which moves are still possible after year-end and which deadlines you can't afford to miss.Whether you're just getting started or already running a profitable business, this episode will help you keep more of what you earn and make smarter tax decisions for 2025. By the end, you'll know exactly how to finish the year strong — and start the next one with a strategy that builds wealth, not stress.If you're serious about saving money, staying compliant, and maximizing every deduction possible, this is an episode you can't afford to skip!How to implement 20 year-end tax strategies that help business owners, investors, and the self-employed keep more of their moneyHow to use S corporation elections, payroll planning, and paying your children legally to reduce self-employment taxWhy HSAs, HRAs, and Solo 401(k)s are some of the most powerful tools for deductible medical and retirement planningHow to unlock startup deductions with a first sale and maximize write-offs through year-end equipment and vehicle purchasesSmart ways to shift income and expenses between tax years to optimize your tax bracketHow Roth conversions, rental real estate strategies, and the self-rental rule build long-term tax-efficient wealthWhy scheduling a personalized tax review ensures that these strategies are actually implemented before December 31Get a comprehensive tax consultation with one of our Main Street tax lawyers that can build a tax strategy plan with an affordable consultation that will leave you speechless!! Here's the link - https://kkoslawyers.com/services/comprehensive-bus-tax-consult/?utm_source=buzzsprout&utm_medium=description-link&utm_campaign=main-street-business-podcast&utm_content=msbp601-20-year-end-tax-strategies Grab my eBook 30 Unique Strategies Every Business Owner Should Know! You don't want to miss this! Secure your tickets for the #1 Event For Small Business Owners On Main Street America: Main Street 360 Looking to connect with a rock star law firm? KKOS is only a click away! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification. Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

What if we told you the government owes you money…and you didn't even know it? In this episode, Matt and Luigi sit down with Julio Gonzalez, founder and CEO of Engineered Tax Services, to peel back the curtain on how the tax code can actually become a tool — not a penalty — for entrepreneurs and real‑estate investors.  We talk about the game‑changer "big beautiful bill," why R&D tax credits matter even to non‑tech firms, how cost segregation among real‑estate players is far more than "just depreciation," and why your accountant might be asleep at the wheel.  Julio brings the engineering + tax combo that's usually reserved for the Fortune 500 … but we're showing you how to use it too.

Nov 14, 2025 – Chris Hennessey shares tips on maximizing deductions, managing SALT limits, and estate planning essentials before 2026 tax law changes. Don't miss his expert advice for investors and high earners...

From understanding how taxes differ for S-Corporations and LLCs to deciding when to accelerate expenses or defer income, we break down what really matters — and what's just noise when it comes to your taxes. You'll also learn how to use deductions like the Augusta Rule, mileage reimbursements, and home office expenses the right way (with documentation that keeps you audit-proof).If you're a painting contractor or small business owner who's tired of getting surprised at tax time, this episode will help you make smarter financial moves, keep more of your hard-earned money, and start 2026 on the right foot.Need help planning financially or strategizing for taxes in your business? Schedule a free business analysis meeting with us at www.elitebusinessadvisors.com!

Host and Certified Financial Planner, Bryan Kuderna, delves into the "Buy, Borrow, and Die" strategy, a financial approach to minimize taxes. After three straight years of high stock market returns, investors should be aware of how to use their portfolio most efficiently. He discusses capital gains taxes, the benefits of long-term investing, tax loss harvesting and "wash sale" rules, step-up in basis for heirs, and the strategic use of donor-advised funds. This episode is brought to you by Weekly Wealthy Wisdom, my free e-newsletter. Go to www.bryankuderna.com to sign up now! This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian. This material contains the current opinions of the speakers but not necessarily those of PAS, Guardian or its subsidiaries and such opinions are subject to change without notice. None of the organizations mentioned in this podcast have any affiliation with Guardian or PAS. Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd. Woodcliff Lake, NJ 07677 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194 

Why do profitable giants like Apple and Amazon report billions in earnings yet often pay surprisingly low effective tax rates (ETR)? On this episode of Corporate Finance Explained on FinPod, we pull back the curtain on corporate tax strategy, focusing on legal optimization and the strategic levers finance teams use to manage this massive cash outflow. Listen in to learn how taxes are not just a cost, but a manageable and critical strategic function.The Corporate Tax Playbook: 5 Key LeversFinance teams at multinationals use a sophisticated toolkit to legally minimize their ETR, often utilizing government-built policy incentives:Tax Deductions and Credits: Maximizing credits for R&D investment and strategically using accelerated depreciation to generate short-term cash flow benefits.Transfer Pricing: The controversial method of setting internal prices for goods and intellectual property (IP) traded between subsidiaries. The goal is to allocate more profit to low-tax jurisdictions while adhering to the arm's length standard.Holding Structures: Parking high-value assets (like core IP/patents) in subsidiaries based in low-tax jurisdictions (e.g., Ireland, Luxembourg) to have associated royalties taxed at a lower rate.Deferred Tax Assets: Booking tax benefits now that relate to future profits or past losses, providing financial flexibility.Corporate Inversions: The ultimate move of changing a company's legal home to a lower-tax country (largely curtailed by 2017 US regulations).Real-World Pitfalls and Regulatory ChallengesOptimization is a tightrope walk. We examine where legal planning clashes with public opinion and regulatory pressure:Apple and the EC: A stark example of a legal structure being challenged retroactively as illegal state aid by the European Commission, forcing the company to pay back billions.Starbucks in the UK: Faced massive reputational risk and boycotts because of paying almost no corporation tax, despite generating high sales, by using large transfer pricing royalty payments to a Dutch subsidiary.Pfizer and Policy Risk: The company's multi-billion-dollar inversion strategy was instantly killed by a sudden US Treasury change in administrative rules, demonstrating how policy shifts can wreck financial models.Amazon's Strategy: A focus on maximizing R&D deductions and using geographical allocation to book operating costs in high-tax countries while recognizing profit in lower-tax jurisdictions.The Modern Tax Mandate for FinanceThe focus has shifted from mere compliance to strategic resilience. The modern tax mandate requires a global, proactive approach:Align Tax with Business Strategy: The tax structure must support real business activity and have economic substance; structures built purely for tax avoidance are major red flags.Focus on Cash Taxes: Finance must rigorously forecast cash taxes paid out the door, not just the accounting tax expense, as cash flow impacts liquidity and valuation.Rigorous Documentation: Meticulous records and data are the best defense against audits for complex intercompany policies like transfer pricing.Monitor Global Trends (BEPS): Understanding the OECD's BEPS (Base Erosion and Profit Shifting) initiative and the push for a 15% global minimum corporate tax rate is essential, as it fundamentally undermines traditional low-tax strategies.

Is your retirement plan ready for a “stuck in the mud” economy? This episode with Art McPherson explores how slow growth, new tax rules, and required minimum distributions (RMDs) are reshaping retirement strategies. Discover actionable insights on Roth conversions, budgeting for life after work, and navigating unexpected layoffs—so you can make informed decisions for your financial future without missing key opportunities. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Think you’re diversified? You might be risking more than you realize. This episode JoePat Roop & Taylor Lee unpacks why true diversification goes beyond owning a mix of stocks and bonds, highlighting the critical roles of tax planning, principal protection, and personalized risk analysis as you approach retirement. Discover how a comprehensive plan—covering taxes, Social Security, Medicare, and estate strategies—can help you avoid costly mistakes and navigate market uncertainty. Whether you’re seeking a second opinion or want to ensure your savings last, this conversation reveals what most financial advisors miss when it matters most. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss four powerful tax strategies you can start looking at now to lower your 2025 tax bill and create more long-term flexibility in retirement. They unpack the difference between simple tax filing and true tax planning, walking through how proactive tax projections, IRA tax planning, and coordinated strategies can help reduce taxes over your lifetime—not just this year. You'll hear how their team uses a comprehensive tax checklist and planning process to help you secure your retirement and avoid costly surprises.Listen in to learn about practical ways to reduce taxes, from Qualified Charitable Distributions (QCDs) and Donor Advised Funds to Tax Loss Harvesting inside a Direct Indexing strategy, and long-term Roth conversion planning. Whether you're focused on charitable giving strategies, concerned about Medicare IRMAA surcharges, or just looking for tax savings tips and ideas on how to save on taxes in retirement, this episode will help you think beyond April 15 and build a smarter, more intentional retirement tax plan.In this episode, find out:· The key difference between tax filing and true tax strategy—and why tax moves to lower your 2025 bill must be done before December 31.· How Qualified Charitable Distributions (QCDs) can lower your taxable income, satisfy Required Minimum Distributions (RMDs), and help you avoid Medicare IRMAA surcharges.· Ways a Donor Advised Fund can “bunch” charitable giving, turn what you were already going to give into a bigger deduction, and enhance your overall charitable giving strategies.· How a Direct Indexing strategy with ongoing Tax Loss Harvesting can create “tax alpha,” making your brokerage account more tax-efficient and reducing capital gains over time.· Why a multi-year Roth conversion plan—guided by tax projections—can dramatically lower lifetime retirement taxes for you and your heirs, and support a more confident retirement planning and retiring comfortably strategy.Tweetable Quotes:“Real tax planning is not about what happened last year—it's about using tax projections and tax strategies today so you can decide how and when you want to pay taxes over your lifetime.” — Murs Tariq“When you combine tools like Qualified Charitable Distributions, Donor Advised Funds, tax loss harvesting, and Roth conversions, you're not just checking a tax box—you're building a coordinated tax plan that can help you save on taxes and truly secure your retirement.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!"To access the course, simply visit POMWealth.net/podcast.

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Shannon Weinstein is a CPA, coach and mentor for growth-minded small business owners. Her company, Fitnancial Solutions, offers fractional CFO and tax strategy services delivered from the heart of a teacher. Top 3 Value Bombs 1. Hire a pro who'll teach you how to implement and execute strategies. 2. Make sure your tax professional is a good match for you. You have to invest in engaging with that person and making sure you're part of the conversation and decision-making. 3. Tax strategy is about playing to win the game and build wealth. We help you Keep What You Earn - Keep What You Earn Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.

What’s the real cost of holiday spending as you approach retirement? This past weekend’s radio show dives into the financial frenzy of the season, the truth about required minimum distributions (RMDs), and why tax planning is more critical than ever. Host Abe Abich shares real stories from local retirees, strategies for Roth conversions, and how a comprehensive retirement roadmap can turn confusion into confidence. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What can a chili cook-off teach you about retirement planning? This past weekend’s show explores why shortcuts might work in the kitchen but can backfire with your finances. Mike Douglas shares real stories about RMDs, Roth conversions, and the importance of building a plan that fits your life—not someone else’s recipe. Plus, hear cautionary tales of windfalls gone wrong and how to avoid costly mistakes as you approach retirement. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

In this conversation, Kristen and Adam Remis, a CPA, discuss various strategies for real estate investors, focusing on cost segregation, tax benefits, and proactive tax planning. Adam emphasizes the importance of understanding tax laws, especially in light of recent legislation, and offers practical tips for tax preparation and resolving IRS debt. The discussion also highlights the prevalence of scams targeting taxpayers and the need for professional guidance.   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   —--------------------

100 How a Construction Worker Built a Fast-Growing SaaS Company   The Entrepenudist Podcast  https://entreprenudist.com From the construction site to the startup world, this episode of The Entreprenudist Podcast features Fabian Videla, CEO of Permit Rockstar Inc., who shares how he went from swinging hammers to scaling SaaS. He breaks down the real-world pain points that inspired him to build Permit Rockstar, a platform transforming how contractors navigate the permitting process. In this episode, we explore:

99 Business Brokerage & Exit Strategies for Contractors | Jonathan Buehler   The Entrepenudist Podcast https://entreprenudist.com Thinking about selling your construction or home service business? In this episode, Jonathan Buehler, founder of Buehler Business Brokers, breaks down how to value, prepare, and sell your company for maximum profit. We discuss key strategies for exit planning, business valuation, and brokerage insights tailored to the construction trades and home service industries. Whether you're preparing for retirement or simply ready for your next chapter, this conversation helps you understand what drives business value and how to make your exit smooth and successful. --------------------------- About Jonathan Buehler Jon Buehler is the founder of Buehler Business Brokers, where he helps owners of HVAC, plumbing, electrical, and other home service companies sell their businesses with confidence. With over 16 years of experience spanning contracting, distribution, and manufacturing, Jon brings deep industry insight to every deal he manages. After nearly two decades in the trades, Jon transitioned into business brokerage in 2022, driven by a passion for helping business owners unlock the full value of their life's work. As both a Certified Business Intermediary (CBI) and Certified Exit Planning Advisor (CEPA), he guides clients through every stage of the sale process—from valuation and preparation to finding the right buyer and closing successfully. Jon has been recognized as a top business broker by the Business Brokers of Florida and the International Business Brokers Association, and he's a frequent speaker at national and regional trade events, including ACCA and FRACCA, where he educates contractors on building more valuable, sellable businesses. Based in Jacksonville, Florida, Jon lives with his wife Tiffany and their four kids. When he's not advising clients, you'll find him spending time with his family or helping business owners plan their next big chapter. ---------------- About the Host: Randolph Love III, is the Founder and President of, ShieldWolf Strongholds, a wealth protection company that specializes in providing Business Owners, Franchise Owners, and Retirees with high level Business Exit Planning, Retirement Income Planning, and Tax Free Cash Value Life Insurance education as a Certified IUL Master. He is a Partner and Consultant with The Franchise Consulting Company; one of the most renowned American owned franchise consulting companies in the world. He is the Author of the forthcoming Financial Literacy book, "The Miracle Money Vehicle: How To Make Money Make Babies;" which gives individuals and business owners a step by step guide on what they need to do to have the option to retire, or exit their current position in less than 5-10 years, with properly structured, and funded Trusts and Tax Strategies. Also, he is the host of, "The Entreprenudist Podcast: The Place To Hear Real Entrepreneurs and Business Owners BARE IT ALL;" ranked in the TOP 10% of podcasts for Business Owners and Entrepreneurs by ListenNotes.com.

Far too many entrepreneurs equate growth with complexity and remain hyper-focused on offering more products on more platforms, spending countless hours for minimal profit. This mindset often results in burnout, wasted spending, and a business that owns them instead of a business that runs without you.But it doesn't have to be that way. And today's guest is here to show you how.Allan Dib has built and scaled multiple companies by simplifying the complex. As the bestselling author of The 1-Page Marketing Plan and Lean Marketing, he's helped millions of business owners cut through the noise, strip away what isn't working, and create marketing systems that scale and generate profit. His mission is simple: turn chaos into clarity and help leaders reclaim their time freedom while still making a profit.In our conversation, Allan and I explore what it really means to build a “lifestyle empire”—a business that not only runs efficiently, but one that generates wealth and fuels your life without sacrificing everything you love. In this episode, you'll learn: 1.) How subtraction leads to exponential growth and why simplicity—not more tactics—is the ultimate growth strategy in marketing and business.2.) How to focus on your “Genius Zone” by building a business that allows you to focus your time on where it matters most.3.) The biggest expense for most entrepreneurs and why hiring a tax strategist is a gamechanger to preserve your wealth.Show Notes: LifestyleInvestor.com/264Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack:Strategies for effective charitable givingTax deductions for retirees and business ownersDonor-advised funds and philanthropy tipsCommon mistakes to avoid when givingIRS rules and documentation best practicesKey Links & Resources:Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtubeSubscribe for weekly tips on retirement, taxes, and financial planning.CD Financial helps federal employees, retirees, and business owners create sustainable, tax-smart retirement income. For more, visit our website or follow us on socialSocials:Instagram: https://instagram.com/cdfinancial.llc/Facebook: https://facebook.com/cdfinancialLinkedIn: https://linkedin.com/company/cd-financial

Welcome to another episode of Building the Premier Accounting Firm. Today, host Roger Knecht welcomes Mark Myers, a former Marine and CEO of Tax Wise Partners, to discuss his journey from managing health clubs to specializing in tax advisory. This episode delves into effective tax planning strategies, the power of B2B collaborations for accounting firms, and personal insights on entrepreneurship and work-life balance. In This Episode: 00:00 Introduction to Mark Myers 02:16 From Operator to Tax Consultant 06:39 The Value of Tax Planning 09:27 B2B Marketing for Tax Strategies 13:19 Collaboration and Pricing Model 17:46 Business Mantra & Ideal Client 21:51 Entrepreneurial Journey & Freedom 27:37 Sacrifices, Gratitude, and Legacy 33:03 Advice for Budding Entrepreneurs 37:58 Charitable Giving & Final Thoughts 46:50 Podcast Wrap-up and Resources Key Takeaways: Explore tax efficiency beyond standard preparation by understanding the 75,000 pages of tax code. Leverage B2B partnerships with RIAs, CPAs, EAs, and bookkeepers to expand service offerings without increasing bandwidth. Prioritize service quality and responsiveness to maintain strong relationships with strategic partners and their clients. Identify ideal clients for advanced tax strategies, typically those with $400,000+ in ordinary income or significant capital gains. Plan your entrepreneurial transition by securing a baseline income and managing expenses to reduce stress. Featured Quotes: "There's 75,000 pages of tax code. There's a lot of ways to reduce your taxes if you know where the coupons are." — Mark Myers "You only have so much time in a day and there's compliance work that has to be done… Where do you have time to figure out what is possible, not just what's the norm?" — Mark Myers "I always say, don't take that huge jump and say, 'I'm just gonna figure it out.' Retract as much as you can… and have some metric of income that can at least get you 80 or 90% to your number." — Mark Myers Behind the Story: Mark Myers recounts his unexpected entry into the tax world, initially drawn by the tax efficiency of insurance in estate planning. His experience as an operator, focused on revenue and margins, gave him a unique perspective on optimizing finances. This led to his specialized B2B tax advisory model, partnering with existing financial professionals to offer advanced tax strategies without competing with their core services. He reflects on the personal sacrifices and the unwavering support of his wife during the challenging early days of building his business, emphasizing the importance of planning transitions. Top 3 Highlights: Tax Strategy Specialization: Mark Myers focuses solely on tax planning, differentiating it from tax preparation to offer significant savings (average 50%) to clients. B2B Partnership Model: Instead of direct client marketing, Mark Myers collaborates with CPAs, RIAs, and bookkeepers, providing advanced tax advisory as a complementary service. Strategic Entrepreneurship: Mark Myers advises aspiring business owners to plan their transition carefully, secure a baseline income, and manage expenses to mitigate stress. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Book a Free Consultation & possible partnership - https://taxwisepartners.com/   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Send us a textIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palm Valley Wealth Management, discusses the importance of proactive tax planning before the year ends. He explains how most people mistakenly focus on taxes in April when it's too late to make significant savings. Instead, he emphasizes the need for strategies such as Roth conversions, tax loss harvesting, charitable giving, and other overlooked year-end tax plays. Hunter also provides actionable steps for implementing these strategies, highlighting the potential to save thousands of dollars. Listeners are encouraged to review their financial standing now and not wait until the last minute.00:00 Introduction and Year-End Tax Planning Overview00:32 Welcome to the Retire Early Retire Now Podcast02:22 The Importance of Tax Planning vs. Tax Preparation05:30 Roth Conversion Strategies07:44 Smart Charitable Giving Tactics10:47 Tax Loss Harvesting Explained13:37 Maximizing Tax-Advantaged Accounts and Final Tips15:29 Conclusion and How to Get HelpCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

What do skyrocketing gold prices, massive IRAs, and family caregiving have in common? This episode unpacks the financial crossroads facing retirees: whether to rebalance portfolios, manage required minimum distributions, or update legacy plans before the year ends. Jackie Campbell and the team discuss the impact of market highs, tax strategies like Roth conversions, and the emotional realities of supporting aging parents. Discover why proactive planning—especially around taxes and beneficiaries—can help protect your wealth and your family’s future. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

What happens to your 401(k) when you retire—and how do you avoid costly mistakes? This episode of Empower Your Retirement with Frank and Frankie Guida breaks down the crucial choices facing retirees: keep your savings in a 401(k) or roll it into an IRA? Discover the pros, cons, and tax implications of each move, plus real-life stories of risk, return, and how the right strategy can protect your hard-earned money. Get clear, practical insights to help you make smarter decisions for your retirement years. 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 | YouTube See omnystudio.com/listener for privacy information.

KC Chohan is the founder of Together CFO, a premier advisory firm specializing in advanced tax strategies for high-net-worth business owners and family offices. Known as the secret weapon for CPAs and financial advisors, KC has helped clients save millions by implementing innovative solutions that go far beyond standard tax loopholes. Born in England and now based in Beverly Hills, Los Angeles, KC has built a reputation as a trusted authority in wealth and tax planning. His expertise has been featured in Forbes, Entrepreneur Magazine, NBC, Yahoo Finance, and Fox News, where he is recognized for breaking down complex strategies into clear, actionable insights. A dynamic speaker, KC has shared his knowledge on global stages including the Accounting and Finance Conference, The Money Show, Quantum Mastermind, Amplify, and Market Disruptors. Today, he continues to empower entrepreneurs, financial professionals, and family offices to minimize taxes, protect wealth, and create lasting financial legacies. During the show we discussed: Biggest tax mistakes high-net-worth owners make How strategic giving cuts taxes and builds wealth Role of asset protection in minimizing taxes Why a CPA or bookkeeper isn't enough Creating a custom tax strategy beyond loopholes When to bring in a CFO Key financial roles every business needs Bookkeeping vs. high-level tax strategy How Together CFO's approach stands apart Saving millions through proactive tax planning Overlooked tax breaks for 7–8 figure entrepreneurs Tying legacy and generational wealth to tax strategy Using AI and automation for smarter tax planning Strategic giving for impact and savings Building the right financial team for tax efficiency Resources: https://togethercfo.com/ https://financialfusion.io/   

In this episode of the Real Estate Pros podcast, host Q Edmonds interviews tax strategist Roderick Robeson, who shares his journey from military service to becoming a tax expert. Roderick discusses the importance of proactive tax strategies, especially for real estate investors, and emphasizes the need for accountability and robust processes in business. He also highlights the significance of building relationships and networks in the industry, offering advice for aspiring entrepreneurs to keep pushing through challenges and to never give up on their dreams.   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   —--------------------

97 What Every Entrepreneur Should Know About Sales, and Business Growth   The Entrepenudist Podcast https://entreprenudist.com On this episode of The Entreprenudist Podcast, we sit down with Samir Maignan, President of Public Trust Mortgage LLC, to unpack the evolving relationship between business, technology, and human connection. From the rise of AI and social media in modern business to understanding why sales are truly a process, not a one-time event, Samir shares valuable insights every entrepreneur and business owner should hear. Drawing from his deep experience in the mortgage and financial services industry, he breaks down how today's business leaders can stay grounded, adapt fast, and thrive in an ever-changing economy.

A follow-up to the first excavator video—now that it's seen real use. Tyler shares what's working, what surprised him, and what he'd rethink after owning and running it for a while. Show Notes:  Initial Investment and Purchase Details (0:00) Financing and Tax Benefits (3:56) Usage and Maintenance (5:59) Cost Considerations and Insurance (32:58) Operational Efficiency and Tax Strategy (33:44) Consulting and Future Plans (37:49) Video Version: https://youtu.be/6lnrWjeBQ20   Partners:  Andersen Windows Buildertrend Harnish Workwear  Use code H1025 and get 10% off their H-label gear   The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media

Far too many investors seek out advice and chase ROI without realizing how much bias and hidden costs are influencing their decisions. Pay-to-play is very common in the mastermind space, but there is one community that has a different set of rules.I've been a member of many mastermind groups over the years, and that's why I want to highlight what sets the Lifestyle Investor communities apart from the rest. What started as a handful of friends talking shop and sharing deals over a glass of wine has become one of the fastest-growing investment communities in the world.Today, I'm joined by Ryan Casey, Chief Operating Officer of The Lifestyle Investor, to pull back the curtain on how our communities have evolved into a global ecosystem with world-class due diligence, exclusive deal flow, and unforgettable live event experiences around the world.You'll hear how we've redefined the way people build wealth. From eliminating bias in investing and spending upwards of $300k/year on vetting and due diligence, to creating programs like our Foundations group for young adults, the Open Community for new investors, and even a financial literacy book for kids.Whether you're just starting your wealth journey or scaling into financial freedom, this episode shows how to build a life designed around freedom, purpose, and the people you love.In this episode, you'll learn: 1.) How we've built an investment ecosystem that is the opposite of a “pay-to-play” group and helps our members avoid costly mistakes with industry leading experts and strategies.2.) The difference between our four communities—Lifestyle Investor, Tribe of Investors, Foundations, and the Open Community—and how to know which one's right for you.3.) How we're empowering families to build wealth across generations through mentorship, education, and actionable investment frameworks.Show Notes: LifestyleInvestor.com/263Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Tax Strategy Fact Bookkeepers Don't Want You to Know

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what's on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what's on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

Even the most well-planned retirements can trigger massive, unexpected tax bills — but it doesn't have to be that way.In this episode, Adam D. Olson, CFP®, explains the unknown tax strategy that helps retirees reduce lifetime taxes by $50,000 to $200,000 — using Roth conversions, bracket management, and timing that most advisors overlook.You'll discover:Why Required Minimum Distributions (RMDs) create a Retirement Tax BombHow to use the Conversion Opportunity Window between retirement and age 73The annual Bracket Management Strategy that optimizes conversionsHow to avoid IRMAA Medicare surcharges and Social Security taxationAnd how strategic Roth planning creates a tax-free legacy for your heirs

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you'll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

Most CPAs play it safe. That's costing you money. In this episode, you'll learn the truth about vehicle write-offs and how smart business owners use them to save tens of thousands in taxes every year. We break down the two IRS-approved methods, show you why one works better, and reveal the “heavy vehicle strategy” that could change the way you buy your next car or truck. You'll also learn how to stay audit-proof with simple documentation and why timing matters more than you think. If you're tired of outdated advice and want real tax savings strategies, this is the episode for you. Listen now and discover how to keep more of your hard-earned money with smart tax planning.   Next Steps:

What if you could turn your tax bill into a wealth-building opportunity using the same IRS-approved strategies as high-income earners? In this insightful conversation, guest host Sam Russell, Retirement & Leverage Consultant at Drass Insurance Agency, sits down with Ralf Reinberg, CEO of Taxes Made EZ, to explore creative yet compliant tax strategies that help business owners and W-2 earners save—and even earn—money through the power of smart tax equity planning.Ralf shares over 40 years of experience working with thousands of clients nationwide, explaining how strategies like solar tax equity can deliver both tax deductions and passive income. He walks through real-world examples showing how a six-figure tax bill can become a multi-year return on investment. Whether you're a doctor, real estate investor, or entrepreneur, this episode reveals actionable ways to make your taxes work for you—not against you.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs your corporation's cash sitting idle, costing you opportunities — but pulling it out would mean a massive tax hit?Many Canadian entrepreneurs find themselves stuck in the corporate cash trap: profits that feel safe inside the company but are losing ground to inflation and taxes. You've worked hard to build retained earnings, but now they're just sitting in low-yield accounts — too expensive to withdraw and too inefficient to grow. In this episode, you'll hear how one Ontario entrepreneur turned that same challenge into a wealth-building strategy that gave him control, flexibility, and peace of mind.You'll discover:How to transform trapped retained earnings into a tax-advantaged, liquid asset that compounds quietly in the background.Why a properly structured, corporately owned whole life policy can double as a source of opportunity capital for future investments.The mindset shift that helps business owners move from feeling stuck to feeling in control of their corporate wealth.If you're ready to make your corporate cash work for you — without sacrificing liquidity or facing a tax hit — press play and learn how to unlock your own “opportunity capital.”Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Many Canadian entrepreneurs unknowingly fall into the corporate cash trap, letting retained earnings sit idle instead of turning them into opportunity capital. A well-designed Canadian wealth plan can unlock that trapped cash through strategies like whole life insurance, tax-efficient investing, and corporate structure optimization, helping business owners achieve greater financial flexibility and liquidity. By aligning personal vs corporate tax pReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This week's blogpost - https://bahnsen.co/48Xhibo Mastering Year-End Financial Planning: Contributions, Tax Strategies, and Generosity In this episode of the Thoughts on Money Podcast, hosts Trevor Cummings and Sean Ullrich dive into year-end financial planning strategies. They discuss the importance of being proactive with financial and tax planning as the year closes, including various Roth IRA strategies, tax planning measures, and charitable giving options. Trevor and Sean highlight the necessity of preparing for the end of the year well in advance to avoid bottlenecks and maximize benefits. Additionally, they emphasize proper portfolio management, especially given recent strong market performance, and encourage reviewing previous tax returns for further planning insights. From maximizing 401k contributions to exploring donor-advised funds, they offer listeners actionable advice to improve their financial standing while concluding the year on a generous note. 00:00 Introduction and Guest Introduction 00:53 Discussing the Importance of Proactive Financial Planning 02:03 Analogies Between Sports and Financial Planning 04:25 Key Financial Planning Strategies 14:20 Tax Planning Insights and Strategies 27:15 Charitable Giving Strategies 34:11 Investment Strategy and Market Performance 39:21 Conclusion and Listener Engagement Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

Today I sit down with Jason Henderson, my partner in Insurity, to break down one of the most misunderstood topics in finance: life insurance strategy. Together, we explain how properly structured life insurance can reduce taxes, protect assets, and build generational wealth that lasts for decades.Listen in as we unpack how families like the Rockefellers used life insurance strategies to preserve wealth for six generations, while others lost fortunes in just two. Whether you're an entrepreneur, a high-income earner, or someone planning for the future, this conversation will show you how to use life insurance strategies to build legacy wealth, lower your tax burden, and gain control over your money, for life and beyond.Loral's Takeaways:Understanding the Journey to Becoming a Millionaire (01:13)Generational Wealth and Family Dynamics (02:30)The Role of Insurance and Financial Planning (05:28)The Importance of Tax Strategy and Planning (06:53)The Impact of Financial Education and Mindset (12:21)The Benefits of Whole Life Insurance (12:40)The Role of Mutual Companies in Whole Life Insurance (24:44)The Practical Application of Whole Life Insurance (26:57)Meet Jason:Dr. Jason I. Henderson has been a financial coach for over 10 years. Both of His parents were teenagers during the depression. As a result, he grew up knowing the importance of having control over one's own financial situation, and the devastating effects of dependence on common market practices.Jason's passion for financial education has fostered in him a desire to constantly explore and research creative, safe ways to build wealth. His introduction to IBC 10 years ago spurred his desire to teach the vital message of financial independence. He has since helped many individuals and small business owners increase their security, wealth, and profitability. His favorite part about teaching IBC is the thrill that comes when those he coaches recognize how these principles can change their lives. The most common response he gets from those he coaches is,“I wish I had known about this years ago.”In this time of economic uncertainty I feel that I am doing a service to my clients and community by educating them through our workshops and by making them aware of what is really going on when it comes to personal and government debt and how that will effect generations to come.Connect with Jason:https://insuretysystems.com/Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting...

What if you could spend just one day sharing your product or service with an irresistible offer—and turn that one event into a multimillion-dollar business by harnessing the power of a single presentation?Most entrepreneurs spend years trying to grow their business through endless marketing tactics, but few realize they could be just one presentation away from the breakthrough they've been chasing. Whether it's on a stage or in a boardroom, one powerful presentation can change everything. Which is exactly what happened to today's guest.Today, I'm thrilled to welcome Colin Boyd back on the podcast. Colin is a Certified Speaking Professional, founder of the Sell From Stage Academy®, and author of One Presentation Away. Colin has helped some of the biggest names in the expert space design presentations that convert clients without sales-y or slimy tactics. In addition to experts such as Amy Porterfield, James Wedmore, and Jenna Kutcher, he has also collaborated with major corporations, including Coca-Cola, Suncorp, and Hewlett-Packard, to name a few.In our conversation, Colin explains how anyone can craft their origin story into a conversion story, one that connects and converts authentically to drive exponential growth in their business.In this episode, you'll learn: 1.) How to reframe selling as an act of service and remove feelings of guilt from your mindset. 2.) How to structure presentations that organically leads to a yes and convert more prospects into clients.3.) How to sell from stage without feeling “salesy,” by using Colin's framework for turning selling into serving and making irresistible offers that people are excited to say yes to.Show Notes: LifestyleInvestor.com/262Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What if the secret to building wealth wasn't working harder—but paying smarter?In this episode of The Proven Entrepreneur Show, host Don Williams sits down with Mike Milligan, Certified Financial Planner and founder of 1 Oak Financial, to unpack the tax strategies and mindset shifts that helped him build a multi-million dollar business—while legally paying just 2% in total tax.Mike shares his journey from counting cash in coffee cans for his grandmother's cornbread sandwich hustle to becoming a bestselling author of The One-of-a-Kind Financial Plan. You'll hear how desperation sparked innovation, and how real-life lessons shaped his mission to help entrepreneurs build wealth and reclaim time.Topics Discussed:The #1 financial mistake entrepreneurs make (and how to fix it)Tax-saving strategies like the Augusta Rule and Section 179 depreciationWhy Mike moved to Puerto Rico for tax optimizationA real-life case study: how a realtor went from $40K to $1M net worthThe importance of working with entrepreneurs—not employeesListener Benefits:Learn how to legally reduce your tax burdenDiscover practical wealth-building strategiesGet inspired by real transformation storiesUnderstand how to reclaim time by outsourcingHear why working with entrepreneurial advisors mattersWhether you're a founder, real estate agent, B2B leader, or aspiring entrepreneur, this episode delivers actionable strategies and real-world wisdom to help you thrive financially.

Are you paying more in taxes than you should? Chances are, yes. Most business owners are losing thousands every year because their CPA only files returns instead of creating a smart tax strategy. In this episode, you'll learn five powerful tax strategies every LLC owner should know—ones that could legally save you $15,000 or more. From startup cost deductions and home office write-offs to vehicle expenses, marketing deductions, and the S-Corp election, we're breaking down exactly how to keep more of your hard-earned money. You'll discover why tax planning isn't just for the wealthy, and how simple steps can create immediate savings for your business. Stop leaving money on the table. Listen now to uncover the tax secrets your CPA isn't sharing—and start taking control of your business finances today.   Next Steps:

Many high achievers chase success at the expense of their health—believing burnout is just part of the price you pay for greatness. But what if the opposite were true?Today, I'm sitting down with Lauren Pronger—entrepreneur, author, certified holistic health expert, and founder of SuperWell Living and Well Inspired Travels—to reveal how peak performers can achieve wealth and wellness without burning out in the process.Lauren has worked with elite athletes, CEOs, and high-net-worth families around the world to help them reclaim their energy, focus, and joy. Her new book, SuperWell: The 8 Pillars to Living a Life You Love, isn't about diets, fads, or shortcuts—it's a sustainable lifestyle for those striving to be their best in every area of life.In this episode, we talk about how Lauren turned her own season of burnout into a global wellness brand, how she carved a niche in luxury wellness travel, and what high performers can do to feel healthy, focused, and in control again.In this episode, you'll learn: 1.) How Lauren turned burnout into balance. She shares the real story behind hitting her breaking point—and how rebuilding her health one habit at a time led to the creation of SuperWell.2.) How Lauren created a category-of-one luxury wellness travel brand that redefined wellness experiences for professional athletes, entrepreneurs, and C-suite executives.3.) The 8 Pillars of SuperWell Living—the daily habits that fuel energy, focus, and longevity for high performers everywhere.Show Notes: LifestyleInvestor.com/261Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.