2022 Solo 401(k) Tax Guide
Please click below to obtain your free copy of: The Ultimate Solo 401(k) Tax Guide: Tax Strategies and Tips to Maximize the Plan’s Assets 401(k)
Retirement Tax Planning: The Solo 401(k) and IRA
Here is a link to a recent webinar that I did with Garnaco Inc. In it I discuss some of the tax strategies associated with retirement plans that you can implement today. Save for retirement [...]
Considerations for Real Estate Investors
Episode 7: Interested in investing in real estate or already have a rental property or two? This week's show ("Win the Tax Game") features Chris Lopez- an expert in Denver real estate- as we discuss [...]
Real Estate Investors and Choice of Entity/Tax Deductions
Episode 6: Win the Tax Game. In this 40 minute presentation, I discuss choice of business entities for real estate investors and some common missed tax deductions with Attorneys Stephanie Long and Peter McFarland. https://www.youtube.com/watch?v=wjosqKJCP8k
New Businesses and Choice of Entity
Episode 5: Win the Tax Game. On this episode, Attorney Peter McFarland joins me for a discussion on choice of business entity- very valuable information for any new business- LLC, corporation or something else? https://www.youtube.com/watch?v=e9Ct6KnVF3M
How to deal with an IRS audit
Episode 3: Win the Tax Game How to deal with an IRS audit with my Special Guest Tax Attorney John McGuire https://www.youtube.com/watch?v=lB1HlrjoM88
Questions to ask a new Tax Professional/Return Preparer
Episode 4: Win the Tax Game Learn how to pick a tax professional to help with your planning and preparation needs. With Special Guest Amy Hoeye, CPA. https://www.youtube.com/watch?v=iLM_gnGRScw
IRS Tax Audits: Some Rules and Strategies
Episode 2: Win The Tax Game Learn how to deal with IRS audits. With my special guest John Power, CPA. https://www.youtube.com/watch?v=j_eiF5r7WZk
Understanding the Taxpayer Bill of Rights
Episode 1: Win the Tax Game Your Rights as a Taxpayer- Understanding the Taxpayer Bill of Rights- which applies to all contacts with the IRS. https://youtu.be/7bsv4GD4Xvc
Take the Biden-Trump tax policy challenge!
Here is a quick way to see which side best fits with your personal/business tax planning ideas. Enjoy! 2020-tax-issues-2