Podcasts about tax strategies

Learn what the ultra wealthy do to write off cash flowing assets and take advantage of the 100% bonus depreciation. In this masterclass you'll understand the dos and don'ts of advanced tax planning, asset depreciation, and see first hand case studies of entrepreneurs and business owners who are taking advantage of these strategies.0:00 - Intro1:07 - Who is Michael Williams?6:01 - The Three Steps to Tax Efficiency8:46 - Who are these Tax Strategies for?11:29 - Prioritizing Low-Hanging Fruit First13:14 - What is Depreciation for Tax Write-Offs?15:50 - Finding the Right Assets for Bonus Depreciation 19:58 - Two Main Risks: Tax Risk and Economic Risk23:54 - Passive vs. Active Income24:58 - Strategies for Writing Off Against Active Income26:56 - Structuring a Trader Business27:43 - Risk of IRS Audits31:21 - Tax Arbitrage32:59 - Understanding the Economic Risk34:02 - Differentiating the Strategies from Real Estate37:55 - Case Study Walkthrough with GPUs40:17 - Turning $150K Investment into $1M Write-Off 43:00 - Recapturing Cash on Residual Value as Ordinary Income45:58 - Cash-on-Cash Return Targets48:12 - After-Tax Return on Investments51:16 - GPUs Residual Value52:20 - Pulling Assets Out of the Revenue Pool53:14 - Services and Fees (Maintenance, Insurance)54:02 - Debt Payment Responsibility55:00 - Tax Implications of Debt Service57:41 - Final AdviceJoin the Tax and Assets Community: https://taxandassets.comConnect with Michael & His Team: Email - michael@trusttpc.comWebsite - https://www.trusttpc.com/Want Us to Review Your Current Tax Strategy Before the End of the Year? Click Here: https://betterwealth.com/tax______________________________________________ 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.

Many aspiring investors believe that only significant capital and experience build wealth in real estate. Today's guests show that with work ethic, resourcefulness, mentorship, and determination, anyone can create extraordinary results.I'm thrilled to be joined by Dedric and Krystal Polite, a husband and wife team and co-founders of Be Polite Properties. Dedric and Krystal are real estate investors, serial entrepreneurs, and stars of the TV series 50/50 Flip on Hulu and A&E.Their journey began in 2012 with listing Krystal's apartment on Airbnb, which then led to wholesaling and renovating properties, building a real estate education company, and expanding into Sky Zone trampoline park franchises.You'll hear how creative financing became the springboard for building generational wealth in real estate, the benefits of joining mastermind communities, and how sharing their journey on social media attracted more deals and helped them get discovered by a hit TV show.Together, they're helping aspiring real investors fulfill their dreams through their coaching and education programs. Whether you're early in your investing journey or looking for help to grow your real estate portfolio, their story will inspire you to take the next step in your entrepreneurial journey.In this episode, you'll learn: 1.) How Dedric & Krystal left their corporate jobs and how a single Airbnb led to them flipping over 100 properties and eventually starring in a hit TV series on A&E.2.) Why creative financing and seller financing became their breakthrough strategy—and how these methods can help anyone scale without large amounts of cash.3.) The importance of mentorship, mastermind communities, and surrounding yourself with people who've had success at a higher level.Show Notes: LifestyleInvestor.com/267Tax 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.

Send us a textYear-end is the last chance to lock in major tax savings for your business.In this episode, Mike walks through the exact steps business owners need to take now, from S Corp requirements and accountable plans to AGI phaseouts, QBI planning, and the Augusta Rule.You'll also learn how to hire your kids correctly, hit retirement deadlines, use timing strategies as a cash-basis filer, harvest tax losses, and document every move so you enter tax season clean, organized, and ready.

Are you paying yourself what you're worth, or is your practice managing you?In this episode of The Millionaire Dentist™, host Jarrod Bridgeman sits down with CPAs Kevin Rhoton and Brodie Hough from Four Quadrants Advisory to dismantle the "one-size-fits-all" approach to dental practice finances.Too many dentists rely on generic quarterly tax estimates, leading to cash flow crunches and nasty surprises at year-end. Kevin and Brodie explain why proactive tax management is the key to keeping more of what you earn. They dive deep into the strategies that separate struggling practices from profitable ones, including how to properly structure owner compensation and how to leverage 401(k) plans for massive tax savings.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

Proactive Tax Strategies for Entrepreneurs: Insights from Danielle Michel, CEO of Oro Tax AdvisorsIn this episode, host Josh Elledge sits down with Danielle Michel, serial entrepreneur, CPA, and CEO/co-founder of Oro Tax Advisors, to unpack the tax strategies most business owners overlook. Danielle shares her journey from running multiple businesses to building a tax advisory firm designed to give small and mid-sized entrepreneurs access to elite, strategic tax planning. This blog distills her most valuable advice—from entity structure to real estate strategies—offering a clear roadmap for business owners who want to save money, protect their wealth, and grow intentionally.Strategic and Underutilized Tax Planning for Business OwnersDanielle opens by emphasizing that true tax savings come from proactive, year-round planning—not the annual scramble most entrepreneurs experience. She explains how ongoing reviews, detailed records, and tax-informed business decisions can prevent costly surprises while unlocking powerful deduction and credit opportunities. The conversation then shifts to often-underused strategies like real estate tax benefits and self-directed retirement accounts, which allow entrepreneurs to accelerate depreciation, diversify taxes, and invest in alternative assets with tax-advantaged structures.Danielle underscores how critical entity structure is, explaining that the right setup can dramatically reduce tax liability as a business grows. Many entrepreneurs start with an LLC but eventually benefit from moving to an S Corporation to optimize self-employment tax and distributions. She also dives into advanced deduction strategies—like accountable plans and strategic reimbursements—that go well beyond standard write-offs, while stressing that tax moves must still align with overall financial goals.Finally, Danielle explains how Oro Tax Advisors stands out with its integrated team of tax strategists, attorneys, compliance experts, and AI-driven systems that make advanced planning accessible to everyday entrepreneurs. She highlights the power of community and ongoing education through Oro's free membership, live weekly expert calls, and mobile app—all designed to help business owners stay ahead of changes and continually improve their tax literacy.About Danielle MichelDanielle Michel is a CPA, serial entrepreneur, and CEO/co-founder of Oro Tax Advisors. With years of experience running multiple businesses, she helps entrepreneurs optimize taxes, protect wealth, and build strategic financial frameworks. Connect with Danielle on LinkedIn: https://www.linkedin.com/in/daniellemichelcpa/.About DanielleMichelVentures.comDanielleMichelVentures.com is the online home for Danielle's tax advisory, education programs, and community resources. Through Oro Tax Advisors and her broader platform, Danielle provides entrepreneurs with proactive tax strategies, integrated advisory support, and access to a free community with weekly expert training.Links Mentioned in This EpisodeDanielle Michel LinkedInDanielle Michel VenturesKey Episode HighlightsMost tax savings come from proactive, year-round planning—not annual filingReal estate strategies (bonus depreciation, cost segregation, RE...

How often do you think about taxes as part of your long-term wealth strategy rather than something you deal with once a year? In this episode, Melissa talks with tax attorney Megan Robin about why proactive tax planning matters for law firm owners who want to build and protect wealth. They explore how treating taxes as a strategic lever, rather than a deadline, opens opportunities to improve your financial position throughout the year.   This conversation highlights patterns Megan sees repeatedly, from overpaying taxes due to missed opportunities to relying on broad advice that does not fit a law firm owner's specific situation. You will hear why your firm is often your most valuable asset and how intentional tax planning can strengthen both your cash flow and long-term wealth. Melissa and Megan bring clarity to an area that many owners overlook, and the guidance offered will help you think more strategically about the money you keep.   Let's talk! If you are a law firm owner looking to talk with us about partnering on your personal and professional growth, book a short, free, no-pressure call with Melissa here: https://velocitywork.com/calendar   Get full show notes, transcript, and more information here: https://www.velocitywork.com/338   Watch this episode on YouTube: https://youtube.com/@velocitywork

What’s the most overlooked opportunity in retirement planning? This episode explores the “sweet spot” for Roth conversions, how timing and tax strategy can make a difference, and why only a quarter of adults use a financial advisor for retirement. Damon Roberts breaks down common misconceptions, shares real-life stories, and discusses how to maximize your financial moves before year-end. Plus, hear how holiday traditions and giving back can enrich your retirement journey. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Is your retirement plan built on myths that could cost you? This episode of Beyond The Money tackles common misconceptions about income, taxes, and annuities, revealing why sustainable planning matters more than chasing big returns. Host Jackie Campbell and the team at Campbell and Company break down how your financial history shapes your future, why tax surprises happen in retirement, and how annuities can provide stability—if you understand the details. Discover why your plan should evolve with your life, not just your assets. 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.

Unlock the secret to giving back while saving on taxes! In this episode, certified financial planner Ryan Oliver reveals how qualified charitable distributions (QCDs) let retirees donate directly from their IRAs, reduce taxable income, and maximize their impact. Discover eligibility rules, annual limits, and practical tips to ensure your charitable gifts count—without triggering tax headaches. Whether you’re planning your first QCD or optimizing your retirement strategy, this episode breaks down the essentials in a clear, actionable way. 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.

This is why 99% of business owners and entrepreneurs are doing the Augusta Rule Wrong. The Augusta rule is one of the most popular tax strategies on the internet with endless amounts of financial gurus and entrepreneurs teaching about it. But so much of what is being shared is wrong and dangerous. In this 60 minute masterclass, Nethaniel Ealy, an Augusta Rule Expert who has been helping people do this properly for 8 years, breaks down the dos and don'ts of this strategy, and gives the industry insights into how to maximize the most money out of this powerful tax deduction. 00:00 Understanding the Augusta Rule02:52 Challenges in Implementing the Augusta Rule05:56 Key Components of the Augusta Rule09:09 Documentation and Compliance Essentials12:06 Historical Context of the Augusta Rule14:56 Practical Steps for Business Owners18:05 Common Mistakes and Misconceptions21:00 Best Practices for Meetings and Documentation24:09 Final Thoughts and Encouragement33:20 Understanding the Augusta Rule and Its Implications39:55 Real-Life Applications and Case Studies45:28 Optimizing the Augusta Rule for Maximum Benefit51:40 Navigating Complexities of the Augusta Rule57:31 The Future of Tax Strategies and Business GrowthLearn More About The Augusta Rule Team: https://theaugustarule.com/Join the Waitlist for the Tax and Assets Community: https://taxandassets.comWant Us to Review Your Current Tax Strategy Before the End of the Year? Click Here: https://betterwealth.com/taxQuestions and Answers from the Podcast: Question: Can multiple unrelated business owners each rent the same property during the year, each personally stay there for 14+ days, and each legitimately use the Augusta Rule?Answer: Yes, technically they can. Each person can establish the property as their own “dwelling unit” for the required days. But doing this can likely be an audit magnet.Q2 (Reverse Augusta with a family member's home)Question: If a family member owns a home, can a business owner use that home for a business purpose and structure it so they receive the rental income instead of the family member, essentially a “reverse Augusta”?Answer: Yes, a reverse Augusta structure is possible, but it must be for a legitimate, defensible business purpose. Proper documentation is essential.Want a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant Us To Review Your Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review______________________________________________ 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.

In this episode, Steve Fretzin and Adam Williams discuss:Planning taxes proactivelyExploring creative tax strategiesBuilding a professional teamImplementing actionable year-end steps Key Takeaways:Most law firms wait until filing to address taxes, missing savings opportunities. Working with a tax strategist year-round aligns decisions with long-term goals. Proactive planning uncovers ways to reduce liabilities and strengthen financial outcomes.Techniques like the Augusta rule, hiring family members, and royalty setups save money. Advanced structures such as captive insurance can provide additional tax benefits. Knowing these options allows law firms to tailor strategies to their unique situation.Successful tax and business strategies require bookkeepers, advisors, and strategists. Delegating responsibilities reduces personal burden while improving firm performance. A strong team empowers owners to focus on growth and long-term success.Year-end is ideal for accelerating deductions and making tax-advantaged purchases. Prepaying vendors or investing in marketing can reduce taxable income efficiently. Evaluating current practices ensures every opportunity for savings is captured. "If they don't bring you ideas throughout the year, you don't have a tax strategist. You have a tax preparer." —  Adam Williams Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Rankings.io: https://rankings.io/HireParalegals: https://hireparalegals.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About Adam Williams: Adam started this business out of frustration with accountants who congratulated him for having a large tax bill.As a serial entrepreneur, Adam is inspired by entrepreneurship and small business, direct response marketing, non-traditional and unexpected solutions, mindset & personal development, helping create businesses that serve the owners, and high-performance driving.Adam received his undergraduate degree in Business from Penn State Behrend and his MBA and J.D. from the University of Pittsburgh. A Cathedral Prep graduate and active member of the community, Adam has served on the Board of Directors for the Erie County Bar Association, Lakeshore Community Services, the Innovation Collaborative, and the Erie Art Museum. He was named to the 2013 Erie Reader 40 Under 40, and has also been listed as a Pennsylvania Super Lawyers Rising Star in 2016, 2017, 2018, and 2019.  Connect with Adam Williams: Website: https://www.pennywise.tax/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

Co-Owner, Bookkeeping Department Lead, AccountantAs founder of Busy Bee Advisors, Melissa Broughton brings a smile to every part of her work. Never one to miss the chance to laugh, she knows that a little humor can go a long way in educating and encouraging clients through complex, even frustrating, bookkeeping situations.Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions.Melissa is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.She and her husband Eric enjoy working together and live in Sacramento with their youngest son and dog. Co-Owner, Tax Department Lead, Tax AdvisorEric Broughton is anything BUT your typical tax professional.A true extrovert, Eric enjoys connecting with his clients to genuinely understand them and their unique tax and financial situation. His goal for his clients is to pay their fair share in taxes and nothing more.He uses this insight to find ways to best apply the tax code and design a customized tax strategy to save as much as is legally allowable under the current tax code.Born in Northern California, Eric is an avid gamer at heart and a natural problem solver. He enjoys spending time with his family and working alongside his wife and business partner, Melissa. Eric and Melissa are proud parents of a U.S. Marine.  ______________________________________________________________________ The Edupreneur: Your Blueprint To Jumpstart And Scale Your Education BusinessYou've spent years in the classroom, leading PD, designing curriculum, and transforming how students learn. Now, it's time to leverage that experience and build something for yourself. The Edupreneur isn't just another book; it's the playbook for educators who want to take their knowledge beyond the school walls and into a thriving business.I wrote this book because I've been where you are. I know what it's like to have the skills, the passion, and the drive but not know where to start. I break it all down: the mindset shifts, the business models, the pricing strategies, and the branding moves that will help you position yourself as a leader in this space.Inside, you'll learn how to:✅ Turn your expertise into income streams, without feeling like a sellout✅ Build a personal brand that commands respect (and top dollar)✅ Market your work in a way that feels natural and impactful✅ Navigate the business side of edupreneurship, from pricing to partnershipsWhether you want to consult, create courses, write books, or launch a podcast, this book will help you get there. Stop waiting for permission. Start building your own table.Grab your copy today and take control of your future.Buy it from EduMatch Publishing https://edumatch-publishing.myshopify.com/collections/new-releases/products/the-edupreneur-by-dr-will

102 Recent Tax Law Changes & Income Tax Strategies | Ryan Patton | The Liquidity Event Nov 20, 2025   The Entreprenudist Podcast https://entreprenudist.com At The Liquidity Event November 20, 2025 | Sponsored by Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys. Ryan Patton, JD, MBA, Field Director at Pacific Life Insurance, breaks down the crucial tax advantages hidden within recent legislation and why understanding them now can significantly impact your financial future. In his talk, "Are You Taking Income Tax Advantages from The Big Beautiful Bill?: How changes to recent tax law may help improve your transition tax planning and current income tax situation," Ryan explains how updates in tax law open doors for smarter planning, reduced liabilities, and stronger long-term strategy. ------------------ Struggling with a denied or delayed insurance claim? Let the experts at Insurance Claim HQ Powered by Hair Shunnarah Trial Attorneys, help you get what you're owed. Visit https://insuranceclaimhq.com and take the first step toward the settlement you deserve. Hosted by Randolph Love III, ChFC®, The Entreprenudist Podcast is a platform where real entrepreneurs and business owners bare it all. Ranked in the top 10% of business podcasts, it shares unfiltered stories, challenges, and triumphs, providing valuable insights for aspiring and seasoned business leaders alike.

In this episode of the School of Hard Knocks Podcast, we sit down with Ken McEelroy, a real estate investor who manages over $2 billion in assets and runs a 300-person company in just 90 minutes a week. He shares how he went from property manager to owner, using distressed properties, billboards, and smart debt to build a massive portfolio. Ken breaks down tax strategies, passive income, hiring challenges, and why most investors misunderstand risk. We also dive into his views on family, legacy, and what real success looks like after the money is made. This is a raw, practical masterclass in real estate, time freedom, and long-term wealth.Hosted by Ausha. See ausha.co/privacy-policy for more information.

Experts tell us that every 60 seconds, over one million plastic bottles are sold worldwide. Sadly, most of them will end up in landfills or the ocean, polluting the very thing that all living beings need to sustain life. It's no secret that the continued use of single-use plastic bottles is unsustainable for our planet and health. Few have made it their mission to solve this issue. But that's exactly what today's guest has been doing for almost a decade, and they've already eliminated over 500 million plastic bottles so far.Shadi Bakour is the co-founder and CEO of PATH, the world's first 100% refillable, recyclable bottled water brand. What started as an idea in a CVS parking lot has grown into a purpose-driven company. The mission: eliminate single-use plastics while offering consumers a premium, health-conscious option and eliminate 10 billion plastic bottles in the next few years.In this episode, we explore what it takes to scale a purpose-led company, how sustainability is not just a trend but a permanent shift in consumer behavior, and why aligning profit with purpose might unlock the biggest investment opportunities in the years ahead.In this episode, you'll learn: 1.) How Shadi turned an idea into a movement that's eliminated over 500 million plastic bottles from oceans and landfills.2.) Why purpose-led businesses outperform competitors and attract top talent, partners, and investors.3.) The powerful shift toward a refillable economy—and what it reveals about the future of consumer behavior.Show Notes: LifestyleInvestor.com/266Tax 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.

In this powerful episode, financial strategist and bestselling author Lance Mays joins us to reveal the real secrets behind wealth preservation, zero-tax retirement planning, and protecting your financial future.

In this episode of the Tax Smart REI Podcast, Thomas Castelli and Nathan Sosa break down under-the-radar tax strategies real estate investors and high earners can use to cut their tax bills—plus the mistakes that quietly cost people thousands. You'll learn: - How land banking works, who it fits best, and why it can be a powerful long-term tax play - The advanced “1031” strategies including reverse and improvement exchanges to defer taxes while upgrading properties - Niche but huge deductions like solar (only if you own the panels) and casualty losses - Two common pitfalls: accidentally triggering the 3.8% NIIT and missing the §469 grouping election that can trap losses. To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX Connect with Engineered Tax Services: portal.engineeredtaxservices.com/cost-seg…regation Get the Year-End Tax Checklist: go.therealestatecpa.com/4pj63id The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this episode of the Mailbox Money Show, Bronson and Nate sit down with leading real estate tax strategists Amanda Han and Matt MacFarland to unpack the most effective tax strategies for real estate investors today.Amanda is a CPA and real estate investor with a degree from UNLV, over two decades of tax planning experience, and national features in outlets like CNBC, Money Magazine, and Google Talks. Matt is a CPA with an accounting degree from UCLA and a Masters in Taxation from USC, specializing in tax strategies for real estate investors and high-net-worth clients for over 20 years.Together, Amanda and Matt explain why taxes are the greatest lever for growing wealth, how proactive planning can dramatically reduce tax burdens, and why most investors miss the biggest deductions available to them. They break down how high-income earners can use real estate to offset taxes, why timing matters in tax planning, and the common misconceptions that hold investors back. TIMESTAMPS00:41 - Episode Overview01:06 - Nate's Low Effective Tax Rate Story01:39 - Tax Challenges for High-Net-Worth Investors02:01 - CPAs vs. True Tax Strategists02:24 - Guest Intro: Amanda Han and Matt MacFarland03:29 - Guests' Background in Real Estate and Big Four04:37 - Starting a Firm for Everyday Real Estate Investors05:19 - Tax Rate Disparities: Self-Employed vs. Real Estate Investors07:04 - Overcoming CPA Conservatism and Audit Fears07:46 - Introducing Tax Strategy to New Clients08:54 - Proactive Tax Planning Before Major Life Events09:36 - Tax Avoidance vs. Evasion Explained09:47 - Strategies for Business Exits and Big Gains11:04 - Planning 2-3 Years Ahead for Large Exits11:42 - Opportunity Zones: Deferral and Tax-Free Growth13:30 - Navigating Tax Law Changes and Self-Education Resources15:53 - Role of ChatGPT in Tax Planning17:47 - Offsetting Gains from Development Projects20:08 - New 100% Write-Off for Manufacturing Real Estate21:40 - Unique Real Estate Niches for Tax Benefits23:02 - Foundational Buy-Create-Refi-Depreciate Strategy24:58 - Key Questions to Vet a Tax Strategist26:48 - Lifetime Tax Losses for Physicians28:57 - Real Estate Marriage Tax Loophole29:52 - Short-Term Rental Loophole for W-2 Offset30:54 - Closing and Contact Info31:52 - Debrief: Value of Tax Strategists and Resistance MindsetConnect with the Guest:Website: https://www.keystonecpa.com/Instagram (Amanda Han): @amanda_han_cpaYoutube (Amanda Han): https://www.youtube.com/@amandahancpa#TaxStrategy#RealEstateInvesting#WealthBuilding#PassiveIncome#OpportunityZones#CPATips#MailboxMoney

Are you risking your retirement by flying blind with your investments? Join Steve Hoyl and Derek Caldwell as they reveal the hidden pitfalls of DIY retirement planning, from Roth conversion tax traps to forgotten 401(k)s. Discover why transparency, active management, and knowing your risk are essential for protecting your life savings. Whether you’re in the retirement red zone or just starting out, this episode uncovers the strategies—and mistakes—that can make or break your financial future. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

What’s scarier than running out of money in retirement? For many, it’s spendophobia—the fear of spending, even when you have enough. This episode explores why retirees struggle to enjoy their savings, the importance of finding passion and purpose after work, and how simple mistakes can leave your financial future vulnerable. Jackie Campbell shares practical strategies for tax planning, organizing your finances, and building a retirement roadmap that supports both joy and security. Discover how intentional planning can help you overcome anxiety and embrace your next chapter. 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.

Is $1.5 million really enough for a secure retirement? This episode unpacks the myths behind “magic numbers,” explores the emotional challenge of spendophobia, and reveals why running out of money is a universal fear—no matter your net worth. Special guest Adam Boatsman, CPA, joins JoePat Roop to discuss tax strategies, the Augusta Rule, and how business owners can avoid costly mistakes. Hear candid stories, practical advice, and learn why planning ahead is key to enjoying retirement without guilt or anxiety. 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.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Are you afraid to spend your own money in retirement?”This episode of How to Retire Radio Show tackles a common but rarely discussed challenge: spendophobia, the fear of using your hard-earned savings. The hosts reveal why this mindset can derail your retirement and share practical strategies to shift from saving to enjoying what you’ve built. You’ll learn how to create a reliable income stream, navigate tax implications, and avoid costly mistakes like draining accounts to pay off debt. Plus, a heartfelt reminder to focus on what truly matters, family and friends, during the holiday season. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

What if your retirement income could be as reliable as your old paycheck? Ryan Herbert dives into the real-world confusion around TIAA accounts, annuities, and the strategies that can turn your nest egg into a steady stream of income. He breaks down the pros and cons of annuities, the risks of relying solely on the market, and why true retirement planning means more than just picking investments... It’s about creating confidence, flexibility, and a plan that lets you enjoy life without outliving your money. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

Most high-earning business owners are missing a legal, IRS-approved strategy that could save them tens of thousands in taxes — the backdoor Roth IRA. In this episode, Tiffany Phillips explains how this overlooked wealth-building tool works, who qualifies, and what you need to do before December 31 to take advantage of it. You'll learn why even successful entrepreneurs get bad advice from compliance-focused CPAs, how to avoid the costly mistakes that ruin this strategy, and how to use it as part of a bigger plan for tax-free retirement income. If you're making over the Roth IRA income limit and still want tax-free growth, this episode could literally change your financial future.   Next Steps:

What if a single decision could save a business owner thousands in taxes every year?On Grow Your Business and Grow Your Wealth, guest host Samuel Russell sits down with Rob Brand, tax strategist at Comprehensive Business Services in Newark, Delaware, for an eye-opening conversation on tax structure, S Corporation strategy, retirement planning, and what business owners get wrong about their numbers. Rob breaks down how S Corporations really work, why most LLC owners are paying more than they should, how retirement accounts like SEP IRAs and self-directed IRAs can be used for real estate investing, and the huge difference proactive tax planning makes. He also talks about the ideal client he helps, the biggest mistakes he sees business owners make, and when to start planning for an exit. This episode is packed with simple explanations, clear examples, and strategies business owners can use immediately.───────────────────────────────Key Takeaways→ Why S Corporation election can dramatically reduce self-employment taxes for LLC owners→ How reasonable compensation works and why it matters for compliance and planning→ The retirement accounts business owners should know, including SEP IRA and defined benefit plans→ How self-directed IRAs allow business owners to buy and sell real estate tax-sheltered→ Why proactive planning beats tax-season panic every time→ The number one mistake business owners make when trying to grow Featured Quote from Rob Brand“Tax savings are all about strategy and looking forward. If you walk into your tax appointment in February asking what you can fix from last year, the answer is nothing. The runway is already gone.”───────────────────────────────If you're a business owner wondering whether you're paying more taxes than necessary, now is the time to talk to a professional. Connect with Rob Brand at CBS Tax ProPhone: 302 353 0084Website: https://www.cbstaxpro.com/And be sure to subscribe to Grow Your Business and Grow Your Wealth, hosted by Gary Heldt, for more insight, strategy, and real-world conversations that help business owners succeed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

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! 

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 

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.

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.

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.

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   —--------------------

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.

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:

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.

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/   

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.