Podcasts about tax strategies

Want to know the biggest reason your marketing isn't working? It doesn't reflect you.Most ads are generic. They could work for any business. But the best ads only work for one—because they're built around the true personality of the founder or brand. They're specific, not because of the product, but because of who's behind it. That's what makes them powerful. That's what makes them real. That's the heart of relational marketing— which is what today's episode is all about.I'm joined by Roy H. Williams—better known as the “Wizard of Ads”—who has helped iconic companies like 1-800-GOT-JUNK craft ads that fueled billion-dollar growth. Over the past 40 years, Roy has advised hundreds of founders, showing them how to grow through story, truth, and personality, instead of gimmicks, hype, or shallow tactics.If you want to write ads that break through the noise and actually connect with your buyers, this episode will change the way you think about marketing forever.In this episode, you'll learn: 1.) How Roy helped grow 1-800-GOT-JUNK from $97M to $1B—by leading with truth and identity, not data or demographics.2.) Why identity—not logic—drives every buying decision, and how your brand can tap into who your customers really are in order to better serve them.3.) What makes a company truly remarkable—and the one question Roy uses to test if your marketing actually makes people care.4.) The 4 things every human is secretly looking for—and how to build them into your ads so people don't just notice you… they trust you.Show Notes: LifestyleInvestor.com/247Tax 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 conversation, Dylan Silver interviews David Spencer, a CPA specializing in real estate and business accounting. They discuss David's journey into the field, the importance of tax strategy, and the role of technology in accounting. David emphasizes the need for proper tax planning and the advantages of working with a CPA. They also explore the future of stablecoins and digital assets in real estate transactions, as well as strategies for real estate investing and when to seek 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   —--------------------

Best of the Best: Essential Business & Life Lessons from Our Top Episodes (Jan–May)   This power-packed episode brings you the greatest hits—the most insightful, practical, and transformative advice—from every conversation we had between January and May. If you're an entrepreneur striving for more than just profits, this one's your goldmine.

Are you missing the most overlooked way to build real wealth in real estate? In this solo episode, Amy Sylvis unpacks a powerful shift in tax law that has real estate investors buzzing: the return of 100% bonus depreciation through 2029. Amy breaks down what bonus depreciation is, why it matters for both active and passive investors, and how it can dramatically reduce your tax bill, without the stress of a 1031 exchange. Using a real-life example, Amy illustrates how depreciation strategies can unlock massive upfront savings, increase your long-term returns, and support your journey toward true abundance. Whether you're a seasoned investor or just starting to explore hands-off income, this is an episode worth saving (and sharing).Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinarHonorable Mentions:The CostSegKing

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management. 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.

On this episode of Retire Texas Style Podcast, Derrick discusses retirement and delves into the complexities of Social Security, the importance of budgeting, and the strategic use of Roth IRAs for tax benefits. The discussion emphasizes the need for proactive financial planning and the potential consequences of inaction, especially as individuals approach retirement age. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

Mariah Carey may not believe in birthdays, but the IRS sure does. In this episode, Mike Douglas breaks down the five key ages that shape your retirement tax strategy—and why ignoring them could cost you. From catch-up contributions at 50 to required distributions at 73, Mike explains how each milestone opens (or closes) a window of opportunity. Whether you're planning withdrawals, considering Roth conversions, or just trying to avoid tax traps, this episode helps you untangle the complex web of retirement tax rules with clarity and confidence. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

On this episode of the Unleash Your Wealth Podcast, Raj and Rick discuss the current market volatility and its implications for tax strategies, particularly focusing on Roth IRA conversions. They emphasize the importance of having a structured retirement plan to minimize taxes and ensure financial stability. The conversation also touches on the lasting impact of the 2008 financial crisis on retirement planning, the necessity of understanding income needs in retirement, and the challenges posed by the future of Social Security. They advocate for seeking expert financial advice to navigate these complexities and secure a comfortable retirement. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

Learn how to grow, protect, and exit your business with expert tax and legal advice.   In this episode of Sharkpreneur, Seth Greene talks with Mark Kohler, America's #1 Tax & Legal Expert, who shares his journey in building a successful self-directed IRA business, his Main Street Certified Tax Advisor program, and how entrepreneurs can better handle the complexities of taxes and legal strategies. With over 2 million downloads and extensive experience, Mark discusses valuable insights on growing a business, tax planning, and setting yourself up for success.   Key Takeaways: → How it's important to wait for your business to mature before drawing income. → Why hiring the right people and building a strong team will help you scale your business. → Why business owners and tax professionals need to think outside the box. → How tax and legal strategies are intertwined and why entrepreneurs should not overlook them. → How upcoming changes in legislation might affect small businesses.   Mark J. Kohler isn't just another CPA—he's a wealth-building, tax-slashing, business-scaling expert who has been helping American entrepreneurs succeed for over 30 years. As Senior Partner at KKOS Lawyers, Co-Founder of Directed IRA (ranked No. 391 on Inc. 5000), a five-time bestselling author, Mark has been a trusted voice for small business owners nationwide. He's been named Tax Advisor of the Year and has appeared on Fox, Bloomberg, The Wall Street Journal, Yahoo! Finance, NBC, Wharton School of Business, and represented on the global stage at the World Economic Forum in Davos. Mark's Main Street Business podcast, Tax & Legal 360 events, social media platforms, and Main Street Professional Certification Program help simplify taxes, allowing thousands to keep more money, grow faster, and build lasting wealth.   Connect With Mark: Website Instagram TikTok X Facebook LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Tax strategies require actual tax law

In this episode of the Real Estate Pro Show, host Erika welcomes Brett Swarts, founder of Capital Gains Tax Solutions, to discuss innovative tax strategies for real estate investors. Brett explains how the Deferred Sales Trust can help clients defer capital gains taxes and achieve truly passive income. He shares transformative client success stories, including strategies for navigating unique assets like Bitcoin. The conversation emphasizes the importance of building relationships and strategic partnerships in the real estate industry. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, we dive into a topic that's becoming more and more urgent: how healthcare professionals can financially prepare for the possibility of career burnout. We know from data and personal experience with clients that burnout is hitting this sector hard—over 50% of healthcare professionals report symptoms, and a significant number are considering stepping away from their roles entirely. So, we tackle this issue head-on, not from a medical standpoint, but from a financial planning perspective.We start by emphasizing that prevention is key. Just like in medicine, the best remedy for burnout is early action, and that begins with building a solid financial foundation. We explore how consistent savings habits—even when it feels unnecessary—can offer crucial flexibility down the line. Setting aside 20% or more of each paycheck, creating an emergency fund with 6–12 months of expenses, and maintaining liquidity outside of retirement accounts are all smart, actionable steps. We also stress the importance of not delaying financial planning because you assume higher income gives you more time to catch up later. That's a trap we see too often.Next, we look at how to create income flexibility if burnout leads to reduced hours, a role change, or even early retirement. We talk through the importance of evaluating disability insurance—especially with mental health in mind—and how thinking ahead about possible career pivots like consulting or teaching can reduce stress. We also dive into the importance of building passive income streams and using investment strategy to bridge income gaps without needing active work.For those considering early retirement, we advise updating retirement plans immediately to identify any needed changes, recalibrating spending, and optimizing the timing of account withdrawals to minimize taxes. We also cover how to smartly use pensions and healthcare benefits, especially when considering stepping away. Timing really matters here, and small adjustments can have outsized financial impacts.Finally, we go over tactics to manage financial obligations during a career break—reducing debt, refinancing, and communicating with lenders. We talk about using COBRA, marketplace insurance, and HSAs to maintain healthcare coverage. The bottom line is that being proactive with money gives healthcare professionals the power to make the best choices for their well-being—financially and mentally—before burnout forces their hand. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

From Compliance to Strategy: How Smart Business Owners Build Long-Term Success | Christopher Papin The Entreprenudist Podcast https://entreprenudist.com Episode with Christopher Papin, Owner of Papin CPA In this insightful interview, Christopher Papin breaks down how business owners can shift from basic compliance to strategic, long-term planning by leveraging the power of advisory services, financial insight, and legal integration.

Skip Wilson: The Secret to Scalable Advertising Execution Without Tech Overload The Entreprenudist Podcast https://entreprenudist.com On this episode of The Entreprenudist Podcast, we sit down with Skip Wilson, CEO of DRAFT Media Partners, to discuss why empathy and operational excellence—not just technology—are the real engines of sustainable success in advertising. With 100+ clients across four locations, Skip shares exactly how his team builds systems that scale, deliver measurable results, and keep humans—not just tools—at the center of every campaign.

Real CPA with 20+ Years of Experience, Chase Insogna, reacts to some of the worst tax advice on tiktok.Learn More About BetterWealth: https://betterwealth.com Learn More about Chase and his Team: https://insognacpa.com/ 00:00 Introduction to Tax Strategies02:52 The Impact of Social Media on Tax Advice06:22 Why IRA's Suck?11:26 How Backdoor ROTH Works?13:22 Tax Strategies for High-Income Earners20:31 Why All The Rich People Drive G-Wagons?28:00 Augusta Rule31:30 How Do The Wealthy Legally Pay Zero Taxes?37:48 How To Legally Avoid Property Tax42:16 Free Property Taxes44:11 Final ThoughtsWant 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-vault______________________________________________ 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.

Today, we're switching things up. This episode isn't about money. It's about meaning. And someone who knows a lot about that subject is Matt Earl Beesley, who turned a childhood love of film into a decades-long directing career—and is now channeling that experience into a passion project with a powerful message, all while building a life and career on his terms.Matt Earl is a Hollywood director whose credits include Braveheart, National Lampoon's Christmas Vacation, CSI: Miami, Criminal Minds, Bosch, The Closer, and Chicago Fire, just to name a few. He's worked side-by-side with legends like Clint Eastwood and Steven Spielberg. But beneath the glamorous résumé is a down-to-earth family man who chose passion over prestige and lifestyle over burnout.In this conversation, Matt Earl shares how he broke into one of the most competitive industries in the world, the mindset that carried him from minimum wage intern to top-tier director, and why collaboration—not ego—is the secret weapon of success.He also opens up about his new film project set in Texas—one that blends family, integrity, and the emotional complexity of immigration. If you've ever wondered whether you can pursue your craft, make a difference, and still live life on your terms—this episode is your inspiration.In this episode, you'll learn: 1.) The secret to getting your foot in the door—even when everyone tells you your dream is impossible.2.) The mindset shift Matt Earl learned from Clint Eastwood that transformed his approach to leadership and creativity.3.) Why now might be the best time to invest in indie films—and how Matt Earl's new movie gives investors a shot at doing good and doing well.Show Notes: LifestyleInvestor.com/246Tax 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 engaging conversation, Stephen Schmidt interviews William Spar, a seasoned expert in real estate and tax strategies. They discuss William's journey in the real estate industry, the importance of tax planning for investors, and common misconceptions about tax codes. William shares insights on building a referral-based business, overcoming challenges, and the significance of human connection in an increasingly digital world. The conversation emphasizes the need for resilience, effective marketing strategies, and the role of support systems in entrepreneurship.   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   —--------------------

Most business owners think spending money is the best way to save on taxes — but what if that advice is actually costing you a fortune? In this eye-opening episode, I'll break down the biggest tax lie the IRS hopes you believe and explain how traditional tax advice keeps you overpaying year after year. You'll learn why buying things you don't need just for a deduction is backwards, and what smart, real tax strategies actually look like. If you're tired of feeling trapped every tax season, this episode will show you how to keep more of what you earn without wasting money. It's time to stop playing defense and start building wealth the right way. Listen now — your future self will thank you.   Next Steps:

Barbara Schreihans is an entrepreneur and tax strategist who left corporate accounting after 10 years to found Your Tax Coach. She now helps business owners save $10,000+ per year in taxes through advanced strategies and has built a team of 30 employees across 16 states.Instagram: @yourtaxcoachWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

The secret to legacy wealth isn't income—it's tax strategy. In this eye-opening segment of The Vinney and Beau Show, Vinney Chopra and Beau Eckstein reveal how learning a few tax principles can transform your financial life. From cost segregation on commercial properties to bonus depreciation on that SUV you bought for business—this is the kind of insight most investors miss. Beau shares how understanding Section 179 saved him $60K in taxes—without being a CPA! Vinney emphasizes the importance of celebrating the dollars that work for you and making memories while building wealth—not just stacking it.

Unlock the top five tax strategies savvy investors use—including depreciation, cost segregation, 1031 exchanges, and more—to legally minimize taxes and maximize commercial real estate returns. Time Stamps: 0:00 – Introduction 0:09 – Welcome & Thunder NBA champs

A Bolt-On WA State Estate Tax Strategy.

Tax season doesn't end on April 15th. If you want to build and protect your wealth, consider it a year-round opportunity and practice. Join host Bryan Bibbo as he sits down with Seth Meisler, CPA, CFP, and Chief Investment Officer from JL Smith's Minnesota office, to explore why the traditional strategy of just pushing taxes … Continue reading Episode 47: Year-Round Tax Strategies for Wealth Building →

Join me for a comprehensive review of retirement account essentials — covering how to maximize benefits, avoid pitfalls, and optimize for both tax efficiency and legacy planning. - Traditional IRA: Tax-deferred contributions grow until withdrawal; ideal for those seeking upfront tax deductions - Roth IRA: After‑tax contributions grow tax-free, with no required minimum distributions—great for long‑term tax flexibility - Roth Conversions: Strategically moving funds from traditional to Roth accounts can reduce future RMDs and lock in today's tax rates - Tax Strategies: Balancing traditional and Roth accounts helps manage tax liability both now and in retirement - Common Mistakes: Avoid errors like overcontributing, neglecting contribution deadlines, or ignoring Roth income limits - Advantages: Gain tax diversification, penalty-free withdrawal options, and more flexibility in estate planning Whether you're accumulating or distributing, these insights will help you optimize every step of the way. Listen in.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

How to Use AI for Law Firm Tax Strategy

A Sneaky WA State Estate Tax Strategy.

Key Takeaways: Strategic Compensation Planning: Paying salaries and offering bonuses to owner-employees can be an effective method for extracting funds from a C Corporation while avoiding the burden of double taxation. Tax-Efficient Benefits: Establishing benefits such as health insurance and 401(k) plans not only supports employees but also serves as a powerful tax-saving strategy for business owners. Real Estate Investment Cautions: While corporations can invest in real estate, direct ownership of residential property within a C Corp can lead to unfavorable tax treatment. Careful planning is essential to avoid pitfalls. Leveraging the QSBS Exemption: The Qualified Small Business Stock (QSBS) exemption allows for the exclusion or deferral of capital gains on the sale of qualified stock—an advantageous opportunity for startup founders and early investors. Importance of CPA-Led Exit Planning: Collaborating with a CPA is critical when preparing for a business exit. Proper tax planning can significantly enhance post-sale outcomes by optimizing entity structure, timing, and available deductions.   Chapters: Timestamp Summary 0:00 Strategies for Extracting Business Value Without Excessive Taxes 2:39 Tax Strategies for Extracting Money from a Business 6:08 Tax Strategies for Selling Assets and Bonus Depreciation 7:34 Qualified Small Business Stock Exemption Benefits and Eligibility   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you a Canadian business owner earning more than $500K in your corporation — and unknowingly setting yourself up for a surprise tax bill?Many incorporated Canadian entrepreneurs get caught off guard when they grow too fast and cross key income thresholds. That growth feels great—until the CRA takes a bigger slice than expected. If you've ever been hit with an unexpected tax bill, or you're unsure if your salary-dividend mix is working for you, this episode is a must-listen.In this episode, you'll discover:Why crossing the $500,000 net operating income mark can double your corporate tax rate — and what to do about itThe smart way to structure your salary vs. dividends to keep more money in your pocket, not locked in your corporation.How to front-run tax surprises with timely planning, and use RRSPs and payroll adjustments to your advantage.Press play to learn how to turn a “good problem” — making more money — into a long-term wealth strategy, not a tax trap.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.Navigating the complexities of the Canadian tax system is critical for business owners who want to build long-term wealth and achieve financial independence in Canada. From managing surprise tax bills to balancing salary vs dividends, corporate wealth planning demands strategic financial optimization. A well-structured Canadian wealth plan blends personal finance with corporate tax efficiency, enabling smart investment bucket strategies, RRSP optimization, and capital gains planning. Whether you're aiming for early retirement, growing passive income, or legacy planning, aligning your financial systems with clear vision setting and using tailored tax strategies can make all thReady 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.

A Simple Irrevocable Trust WA State Estate Tax Strategy.

What if you could cash out of any asset—without paying capital gains tax—and use the full value to create lasting financial freedom?That's exactly what Brett Swarts helps high-net-worth entrepreneurs and investors do every day—using the Deferred Sales Trust (which is what today's episode is all about).Brett is the Founder and CEO of Capital Gains Tax Solutions, a firm that's closed over $500 million in Deferred Sales Trust and commercial real estate transactions. As a DST Trustee and expert in capital gains tax deferral, Brett equips clients and advisors with proven strategies to defer millions in taxes on the sale of highly appreciated assets.While 1031 exchanges and Delaware Statutory Trusts serve a purpose, they often come with rigid rules, long lock-up periods, and limited flexibility. The Deferred Sales Trust, on the other hand, unlocks what most investors really want: tax deferral, liquidity, diversification, and the freedom to reinvest in nearly any asset.Whether you're selling real estate, a business, crypto, or any other asset, this conversation could save you millions in taxes, so you won't want to miss it. In this episode, you'll learn: 1.) How the Deferred Sales Trust works—and how it lets you legally defer capital gains, income, and estate taxes.2.) The hidden downsides of 1031 exchanges and Delaware Trusts—and why many investors are moving to a more flexible strategy.3.) How to reset your depreciation schedule after a sale to boost cash flow and reduce future taxes—without the pressure of like-kind rules.Show Notes: LifestyleInvestor.com/245Tax 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.

Two CPA brothers went from corporate burnout to building a co-living investment empire. Learn their exact blueprint for scaling success, saving taxes, and living boldly through strategic house hacking and business systems.See full article: https://www.unitedstatesrealestateinvestor.com/building-a-real-estate-empire-from-cubicles-to-co-living-with-cpa-brothers-harrison-and-ben-sharp/(00:00) - Introduction to The REI Agent Podcast(00:06) - Meet Your Hosts: Mattias the Investor, Erica the Therapist(00:14) - Living Bold Through Real Estate(00:24) - Mattias Recaps His Successful Weekend and Listing Victory(01:05) - Market Farming, Client Challenges, and Emotional Listings(01:40) - Band Practice, Crutches, and Progress in Personal Life(02:43) - Introducing Harrison and Ben Sharp: CPA Agents Turned Investors(03:35) - The Sharps' Corporate-to-Real-Estate Transition Story(05:10) - Breaking Down House Hacking from the Sharps' Perspective(06:59) - ADUs, Room Rentals, and DFW Zoning Challenges(08:50) - House Hack Financing and Using HELOCs to Scale(10:56) - Co-Living Cashflow Strategy Explained(13:00) - PadSplit, Management, and the Sharps' Investor Network(14:55) - Diversifying Sales: Retail vs. Investment Properties(16:30) - Tax Strategies, Cost Seg, and CPA Insights(19:10) - Real Estate Pro Status and Team Expertise Matters(21:12) - Why Every Agent Should Learn the Investment Language(22:42) - Mattias Shares His HELOC Strategy for Syndications(25:07) - Building a Sales Team and Avoiding Burnout(27:01) - Delegating, Scaling, and the Follow Up Boss CRM(29:16) - Brand Power: Social Media Reach as a Sales Tool(30:57) - Why Specialization Elevates Your Value Proposition(33:57) - Dividing Roles: Agents, VAs, and Operational Structure(36:01) - Future Hiring Plans and The Value of ROI-Based Growth(37:33) - Mattias on CliftonStrengths and AI for Team Dynamics(40:08) - Golden Nugget: How Wholesalers Can Help Agents Win(41:27) - Why Wholesaling Partnerships Bring In Solid Leads(42:35) - Recommended Reading: Set for Life by Scott Trench(43:35) - The Reality of Being Cash Poor While Building Wealth(44:30) - Where to Follow Harrison and Ben Sharp(45:09) - Episode Wrap-Up and Final ThanksContact Harrison and Ben Sharphttps://bkrealestatetx.com/https://www.instagram.com/sbre.group/For more excellent content like this and much more, visit https://reiagent.com

David Lewis is the founder of High Impact CPA, who helps small business owners maximize their profits and minimize taxes through proactive financial strategy and outsourced CFO services.Through his comprehensive approach to accounting and tax planning, David guides entrepreneurs to make data-driven decisions that improve profitability while saving them their most valuable resource - time.Now, David's ability to blend technical expertise with entrepreneurial thinking demonstrates how accountants can become true strategic partners to their clients.And while building his firm from the ground up since January 2024, he's showing other CPAs how to move beyond compliance to create lasting impact for business owners.Here's where to find more:www.highimpactcpa.orghttps://www.facebook.com/profile.php?id=61556543256088https://www.linkedin.com/in/davidedwardlewis1987___________________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

In this episode, Stephen Schmidt interviews David Wiener, a leading expert in cost segregation and tax strategies for real estate investors. David shares his journey into the field, explaining the intricacies of cost segregation, its benefits, and how it can significantly reduce tax liabilities for property owners. He discusses the importance of mid-year tax preparation, the advantages of short-term rentals, and the 179D deduction for energy-efficient buildings. Throughout the conversation, David emphasizes the value of proper cost segregation studies and dispels common misconceptions in the industry, sharing success stories and encouraging listeners to connect with him for personalized advice. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this conversation, T.J. van Gerven and Adam discuss the concept of self-directed IRAs, exploring their differences from traditional IRAs, the potential for investing in alternative assets, and the role of custodians. Adam shares insights on the benefits and risks associated with self-directed IRAs, including compliance issues and the importance of education. They also touch on investment strategies, Roth conversions, and the flexibility of various retirement accounts, emphasizing the long-term wealth-building potential of these financial tools. Takeaways   Self-directed IRAs allow investment in alternative assets beyond stocks and ETFs. The term 'self-directed IRA' is not defined in the tax code; it's a marketing term. Investors can use their IRAs to invest in real estate, hedge funds, and cryptocurrencies. There are only three prohibited transactions with IRAs: life insurance, collectibles, and self-dealing. Custodians play a crucial role in managing self-directed IRAs and ensuring compliance. Self-directed IRAs are not more popular due to lack of marketing from large financial institutions. Roth conversions can be a strategic way to manage tax liabilities on investments. Valuation of non-publicly traded assets is important for compliance and reporting purposes. Various types of retirement accounts can be self-directed, including HSAs and solo 401(k)s. Long-term investment strategies and starting early are key to building wealth.    Chapters   00:00 Understanding Self-Directed IRAs 02:53 Exploring Alternative Assets 05:49 The Role of Custodians in Self-Directed IRAs 08:54 The Popularity and Misconceptions of Self-Directed IRAs 11:56 Working with Financial Advisors 14:45 Investment Strategies and Success Stories 17:54 Roth Conversions and Tax Strategies 20:53 Types of Retirement Accounts 23:52 Valuation and Reporting of Private Assets 26:47 Navigating Required Minimum Distributions 29:53 Encouragement for Millennials  

On this episode of Retire Texas Style Podcast, Steve and Derek discuss the importance of strategic planning for retirement, focusing on tax strategies, the role of annuities, and the psychological aspects of financial planning. They emphasize the need for a comprehensive plan to ensure financial security and address common concerns such as inflation, taxes, and the fear of running out of money in retirement. The discussion highlights the significance of having a written plan and the benefits of stress testing financial portfolios to prepare for market fluctuations. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

Click Here for the Show Notes Think real estate tax benefits are only for the wealthy or full-time investors? Think again. This podcast reveals the surprisingly simple strategies that busy W-2 employees are using to build wealth through real estate—without quitting their day jobs or becoming landlords. Host Melissa breaks down the step-by-step approach to passive real estate investing, from finding the right properties to building your expert team of CPAs, lenders, and advisors. Discover how ordinary working professionals making $100K+ are legally reducing their tax burden while creating multiple income streams that require less than 20 minutes a day to manage. No real estate license needed. No construction experience required. Just smart strategies, the right team, and properties that work for you—not the other way around. Ready to start building wealth on your terms? Your path to tax-smart, passive real estate income starts here - Contact Us -------------------------------- Download your FREE copy of:  The Ultimate Guide to Passive Real Estate Investing. See our available Turnkey Cash-Flow Rental Properties. SUBSCRIBE on iTunes   If you missed our last episode, be sure to listen to The Best Books on Real Estate Investing Our team of Investment Counselors has much more inventory available than what you see on our website.  Contact us today for more deals. -------------------------------------------------------- #LearningRealEstate #AskMarco #PassiveRealEstateInvesting #Turnkeyproperties #RealEstatePodcast #Investment #investors #RealEstateInvestors #RentalProperties #TurnkeyProperties #NoradaRealEstateInvestments 

In this conversation, Jim and Glenn Yaney discuss the journey to financial independence through real estate and the Infinite Banking Concept. Glenn shares how he moved beyond conventional financial advice, took control of his capital, and built sustainable wealth with cash-flowing assets. His story is a direct challenge to the status quo—and a blueprint for ownership. 3 Key Takeaways: Traditional advice doesn't build freedom: Years of 401(k) contributions left Glenn with illiquid assets. It was business and real estate ownership that created true independence. The cost of inaction is control: Glenn used tax strategies to move capital out of retirement accounts and into mobile home parks and apartments—multiplying income and gaining access. Proximity is leverage: By surrounding himself with people who were already financially free, Glenn accelerated his learning and took confident action toward breaking away from his W-2. Glenn Yaney didn't wait—he took control, broke from the herd, and built real freedom through ownership and cash flow. If you're still following the conventional path, ask yourself: is it really working? It's time to think different. It's time to own your future. Connect with Glenn Yaney: Podcast: https://podcasts.apple.com/us/podcast/the-millionaire-journey-podcast/id1728886342 Website: www.verticalequityproperties.com/

In this episode, you'll learn:How Peter transitioned from a legal career to wealth management through an unexpected opportunityThe importance of building strong client relationships and trust over timeWhy entrepreneurs should focus on long-term wealth building, not just incomeTwo of the most powerful ways to build wealth: starting a business and legally reducing taxesThe impact of proper business structure and tax strategy (e.g., S-Corp vs. W-2 income)Foundational elements for asset protection and legacy planning, including insurance and estate documentsWhy having a clearly defined “ideal life” matters more than chasing a financial numberHow the EOS (Entrepreneurial Operating System) framework can help scale and structure a businessThe importance of building a company that can operate independently of the founderWhy successful entrepreneurs emphasize delegation, focus, and doing only what moves the needleDaily health and reflection habits Peter uses to stay energized and alignedThe value of unplugged time, especially for thinking, walking, and long-term vision clarityInsights from working with ultra-wealthy clients and what truly sets them apartThe MIT (Most Important Thing) method to eliminate distraction and stay focusedHow personal passions like reading, music, and hiking contribute to long-term success Connect with Peter CulverPhone: (917) 697-4156Website: www.wealththrive.com This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer

You set out to build wealth, then realized your family was getting the leftovers.But it doesn't have to be either-or, you can thrive in both.Today, I'm talking with Chad Willardson—wealth advisor to 8 & 9-figure founders, serial entrepreneur, bestselling author, and father of five—who's figured out how to scale his wealth and stay fully present for his family. He runs a successful wealth advisory firm, owns multiple businesses, travels by private jet, and still makes it to his kids' games.In this conversation, Chad reveals the exact frameworks he uses to buy back time, build lasting wealth, and prioritize what matters most—insights he expands on in his upcoming book, Fully Invested: Why Work-Life Balance Is a Total Lie.You'll learn how he structures investments, leverages debt without stress, and designs a calendar around his life, not just his work.In this episode, you'll learn: 1.) The habits and systems Chad uses to prioritize family without sacrificing growth2.) The “buy, borrow, die” strategy that Chad uses to grow his wealth tax-free3.) The real cost (and benefit) of buying a private jet4.) The “Right Brain / Left Brain” executive assistant system that saved his time and sanityShow Notes: LifestyleInvestor.com/244Tax 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 "The Key to Recession-Proof Investing

In this conversation, Rondi Lambeth shares his journey from a firefighter to a tax strategist, emphasizing the importance of understanding tax strategies for both W-2 employees and business owners. He discusses how many people, including high earners, often fail to manage their taxes effectively, leading to significant financial losses. Rondi highlights the difference between CPAs and tax strategists, advocating for proactive tax planning and education. He also explains how individuals can leverage their homes for tax benefits and the importance of financial literacy in navigating the tax system.   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   —--------------------

Summary In this episode of the Pay Play Profit podcast, Jess Stafford discusses the essential roles within a financial team for small businesses, including CPAs, EAs, bookkeepers, and accountants. She emphasizes the importance of understanding each role and how they contribute to a business's financial health. The conversation also introduces the Profit First system, a cash management strategy that prioritizes profit to ensure sustainable growth. Jess shares insights on navigating business growth, the importance of hiring the right financial professionals, and the evolving landscape of financial management in the age of AI. Takeaways Understanding the roles of financial professionals is crucial for business success. Profit First flips the traditional profit equation to prioritize profit first. Hiring the right financial team can lead to better decision-making and profitability. AI can assist in financial tasks, but human oversight is essential. Bookkeepers can provide more than just data entry; they can offer valuable insights. Planning for financial growth should start early in the business lifecycle. Not all CPAs are equipped to handle small business needs effectively. Investing in financial systems early can lead to greater clarity and control. The complexity of bookkeeping is increasing, requiring skilled professionals. Every financial decision impacts overall business profitability. Chapters 00:00 Understanding Your Financial Team 11:25 The Profit First System 20:31 Debunking Myths in Financial Management 23:25 Navigating the Changing Financial Landscape

In this episode of the Real Estate Pros podcast, host Mike Stansbury interviews Lance Morgan, founder of College Funding Secrets. They discuss Lance's journey from the IT industry to financial services, driven by the need to fund his children's college education. Lance shares insights on how real estate can provide tax benefits and free money for college, particularly for high-income families. The conversation covers the advantages of short-term rentals, the importance of strategic real estate investments, and the unique challenges faced by families navigating college funding. Lance also shares personal anecdotes about his family life and hobbies, providing a well-rounded view of his experiences.   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   —--------------------

As Benjamin Franklin famously said, “In this world, nothing is certain except death and taxes.” But for online business owners, taxes aren't always so certain, especially when it comes to sales tax. In this episode, we're joined by Jessica Rhoads. Jessica is an internationally experienced CPA and self-confessed “dumpster fire accountant” who specializes in helping business owners untangle messy tax situations. We cover the key types of taxes every entrepreneur should understand, and zoom in on the one that's most commonly misunderstood, and most likely to derail a future exit: sales tax. Jessica breaks down how sales tax applies to non-tangible goods like SaaS products and apps, what triggers a sales tax nexus, and why ignoring it can lead to massive headaches during due diligence. She also shares insight on the best and worst states to set up your business from a tax standpoint, when to file a Voluntary Disclosure Agreement (VDA), and how to stay compliant if you're selling across borders. If you're building a business with the goal of selling one day, this episode is a must-listen. It could save you from tax troubles that scare off buyers, or cost you more than you bargained for. Topics Discussed in this episode: The different types of taxes businesses should be aware of (03:45) Why sales tax is so important when selling your business (06:49) How sales tax is applied to software and apps (11:43) An overview of sales tax nexus (17:30) The different tax softwares that can help you figure out your taxes (19:50) The best and worst states to set up your business in (23:07) How to stay compliant if you have sales tax nexus (28:16) How tax works if you're selling in foreign countries (30:37) When to file a VDA (33:56) A major misconception founders have about sales tax that hurts them later (39:39) Mentions:  Empire Flippers Podcasts Empire Flippers Marketplace Create an Empire Flippers account Subscribe to our weekly newsletter Jessicanomics.com Sit back, grab a coffee, and learn how to get your business taxes in order - before it's too late.  

In this episode of the Real Estate Pros podcast, Michael Stansbury interviews Rob Anderson, who shares his journey from a Wall Street career to real estate investing. They discuss the lessons learned from the 2008 financial crisis, the transition to passive real estate investing, and the importance of tax strategies. Rob emphasizes the need for education in real estate and the current trends in the Texas market, highlighting the supply-demand imbalance and the impact of recent economic changes.   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   —--------------------

Ever wonder how the rich keep getting richer—legally and tax-free? It's not luck. It's strategy. And it starts with knowing how to use a self-directed IRA to invest in real estate, private equity, and even startups—while keeping the IRS out of your profits.What if you could unlock the same wealth-building tools the ultra-rich use—without needing millions to start? On this week's Exit Strategies Radio Show, host Corwyn J. Melette sits down with Adam Bergman, CEO of IRA Financial Technologies and one of the nation's leading experts on retirement tax strategy.A former tax attorney with over 25,000 clients and $4 billion in managed assets, Adam explains how self-directed IRAs offer everyday people the freedom to invest in alternative assets—real estate, startups, private equity—and grow it all tax-free. This conversation breaks down the exact strategies smart investors use to build generational wealth and reclaim control of their financial future.Key Takeaways:01:56 Introducing Our Special Guest: Adam Bergman03:06 Adam Bergman's Journey to IRA Financial Technologies07:31 Understanding Self-Directed IRAs11:12 The Power of Roth IRAs14:41 Tax Strategies and Legacy Building with IRAs16:54 Collaborative Real Estate Investments with IRAs18:05 Leveraging Small IRAs for Bigger Investments20:25 Pitfalls to Avoid in Self-Directed IRA Investments22:28 Using Self-Directed IRAs to Start a Business27:53 Checkbook Control vs. Custodian Controlled IRAsThis isn't just about retirement—it's about freedom, control, and legacy. Don't let this powerful financial knowledge sit on the shelf. Tune in, take notes, and take action.Connect with Adam @:

Do you want to start your private practice, but feel intimidated by the financial aspect of starting a business? This episode is for you!Today I'm joined by Becky Spence, an SLP who made an incredible pivot from owning a thriving private practice to becoming a certified tax advisor specifically for healthcare professionals and small business owners. Becky started her private practice, Achieve Therapy, back in 2014. After business boomed during the pandemic, thanks to her teletherapy, she experienced a bit of sticker shock despite paying estimated taxes throughout the year. She decided to head in a new direction to help SLPs, OTs, and other small business owners understand their finances, maximize tax deductions, and more!In this episode, Becky shares financial tips for setting up your business to thrive financially, including what our community needs to know about tax savings! As a speech-language pathologist turned tax advisor, Becky has a unique perspective on problem-solving and empowering others to succeed. Her journey into tax advising began when she faced the challenges of understanding tax systems and deduction strategies for her own private practice. It became clear that many start-ups and small business owners needed tailored, accessible support in this area. Motivated by this, she earned her tax advising certification to help fill this gap. Now, Becky combines her passion for helping others with an expertise in tax advising to support small business owners. Her goal is to simplify financial complexities, assist in maximizing deductions, and help create effective business plans and growth strategies. By offering personalized guidance and practical implementation, she helps business owners gain the confidence and clarity they need to focus on what matters most: growing and thriving in their ventures.In Today's Episode, We Discuss:Bridging the gap between clinician and CEOExperiencing major growth during the pandemicWho Becky works with and what exactly she helps withTwo tax deductions SLPs may not know aboutCreating your own retirement plan so you can comfortably leave your job If Becky's story resonated with you and you're feeling curious (or maybe even a little panicked) about your finances, I highly recommend booking a free 15-minute discovery call with her at SpenceTaxAdvising.com.Whether you want to start a private practice or grow your existing private practice, I can help you get the freedom, flexibility, fulfillment, and financial abundance that you deserve. Visit my website www.independentclinician.com to learn more.Resources Mentioned: Connect with Becky: http://SpenceTaxAdvising.comFind Becky on Facebook: https://www.facebook.com/spencetaxadvisingFollow Becky on Instagram: https://www.instagram.com/spencetaxadvisingWhere We Can Connect: Follow the Podcast: https://podcasts.apple.com/us/podcast/private-practice-success-stories/id1374716199Follow Me on Instagram: https://www.instagram.com/independentclinician/Connect on Facebook:

What if you could tap into the exact investment strategies billionaires use to multiply their wealth—without being one?In this episode, I'm joined by Richard Wilson, founder of the Family Office Club and Billionaires.com. Over the last 18 years, Richard has analyzed over 1,000 billionaire strategies, advised more than 250 family offices, and built the world's largest network of ultra-wealthy investors.Today, he's sharing what he's learned from nearly two decades studying how the ultra-wealthy think, invest, and structure deals. From mental models and niche investing to AI-powered tools and negotiation tactics, you'll discover the exact strategies billionaires use—and how to apply them to grow your own wealth, no matter where you're starting.In this episode, you'll learn: 1.) How Richard built the #1 investor club for billionaires—and the exact mental models he's seen them use to spot better deals and scale with precision.2.) What he's learned from interviewing hundreds of billionaires and centi-millionaires—including insights from Tony Robbins, Mark Cuban, Kevin Harrington, and many others.3.) How to leverage AI to amplify your investment returns, streamline deal sourcing, and gain a competitive edge.Show Notes: LifestyleInvestor.com/243Tax 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.