Episodios

  • Episode 13. Double Dip Charitable Tax Deductions Before Year End
    Jan 11 2024

    Are you looking to maximize your charitable contributions and gain significant tax benefits before the year ends and going forward? Look no further! In this episode, we uncover a powerful tax strategy involving appreciated stocks. Learn how donating stocks held for over 12 months can let you 'double dip' into tax deductions, allowing you not only to avoid reporting income from the stock's gain but also to claim a charitable tax deduction. We'll guide you through the nuances of this strategy, ensuring you leverage these benefits to their fullest.

    🔍 What You'll Learn:

    • Appreciated Stock Donations:

    Get an in-depth understanding of how donating appreciated stocks can lead to substantial tax benefits.

    • Avoid Capital Gains:

    Learn how you can bypass the need to report income from the gains of your appreciated stocks.

    • Charitable Tax Deductions:

    Explore how to claim a tax deduction for the full market value of the donated stock.

    • Strategic Timing:

    Understand the importance of timing in maximizing your tax benefits before the year-end and going forward!

    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    12 m
  • Episode 12. 5 Top Year End Tax Strategies
    Jan 3 2024

    As the year rapidly approaches its close, it's time for business owners to gear up their tax planning.

    This episode is crafted with insights directly from your peers - uncovering the rest of the top 5 tax strategies that every business owner should know as they wrap up the fiscal year.

    What's Inside:
    ➡️Strategies for Buying a Business: Delve into the tax implications and advantages of acquiring a business. This strategy is particularly beneficial for entrepreneurs considering expansion or new ventures.
    ➡️Navigating Pass-Through Entity Taxation: A deep dive into the world of pass-through entity taxation. Discover how it affects your business and how to use it to your advantage, especially for S-corp and similar entity structures.
    ➡️Owner Health Insurance Tax Strategy: Uncover how to effectively leverage health insurance for significant tax savings. This strategy is a game-changer for business owners looking to optimize their expenses.
    ➡️S-Corp Owner Tax Strategy: Tailored advice for S-corp owners. Learn specific strategies to maximize your tax benefits and reduce liabilities as the year ends.


    🚀 Take Your Tax Planning to the Next Level!
    Whether you're a seasoned entrepreneur or newly venturing into the business world, these top 5 strategies are essential for your year-end tax planning. Get ahead of the game and ensure you're making the most of your financial decisions.

    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    19 m
  • Episode 11. IRS Audits Augusta Rule and Wins
    Dec 27 2023

    "Unpacking the Augusta Tax Strategy! 🏠💼 Dive into the recent development where IRS Audits Augusta Rules and Wins. The Augusta Tax Strategy has long been a favorite among property owners and business professionals. But what happens when the IRS challenges it?

    Covered in this episode:

    - A deep dive into the background of the Augusta Tax Strategy and its benefits.

    - Insights into the IRS audit, the key arguments, and the final verdict.

    - What this means for you: the implications, potential changes, and actionable advice.


    Whether you're a seasoned real estate professional, a business owner, or just someone keen on tax-saving methods, this episode is a must listen. Understand the changes, protect your interests, and strategize better with our comprehensive breakdown.

    Don't forget to hit the subscribe button for more in-depth analysis, updates, and strategies in the world of tax planning and financial management.

    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    15 m
  • Episode 10. Using QSEHRA can save you money on Employee’s Health Insurance
    Dec 20 2023

    Using QSEHRA can save you money on Employee Health Insurance - Boris Musheyev, Tax Advisor

    🩺✨ In this episode, we delve deep into how business owners can use Qualified Small Employer Health Reimbursement Arrangement (QSEHRA) to save you money on Employee Health Insurance. This tax strategy is optimal for tax savings. If you're a business owner looking to navigate the complex world of health insurance and seeking strategies to maximize your tax benefits, you're in the right place. 📊💡

    Discover:
    🩺The advantages of QSEHRA over traditional group health plans.
    🩺How to integrate QSEHRA seamlessly into your business model.
    🩺The tax strategy every business owner should know to save thousands annually.


    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    15 m
  • Episode 9. HUGE Tax Break For Self Rental Tax Strategy
    Dec 13 2023

    🔒 Unlock the Vault of HUGE Tax Break For Self-Rental Tax Strategies!

    Are you a business owner who also owns the building where your business operates?

    Discover the untapped goldmine of self-rental tax strategy that can save you thousands! 🔒

    This unique approach of Self Rental Tax Strategy allows business owners who also own the building in which their business operates to rent the business space to themselves, thus enjoying lucrative tax benefits. Whether your business is structured as an S-corp or any other entity, this strategy can bring forth a windfall of deductions and write-offs you won't want to miss.

    🎯 What You Will Learn:

    - What is Self-Rental and How It Works

    - How to Strategically Utilize Depreciation to Minimize Tax Liability

    - Navigating Rental Income, Deductions, and Write-offs

    - The Relationship Between S-Corp Entities and Self-Rental Strategy

    - Real-life Case Studies and Examples



    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    14 m
  • Episode 8: MUST Have Family Management Company
    Dec 6 2023

    Are you a business owner looking to optimize your tax strategy? Dive into the benefits of setting up a Family Management Company! 🏡✍️

    In this episode, I cover:
    1️⃣ The fundamental principles behind a family management company and how it can be a game-changer for you.

    2️⃣ Why hiring children can provide both tax write-offs and invaluable life experiences.

    3️⃣ How to seamlessly integrate real estate investments within your family management framework.

    4️⃣ The perks of incorporating as an s-corporation - all broken down for easy understanding.

    5️⃣ Insider tips from top tax advisors on maximizing your tax benefits.


    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    15 m
  • Episode 7. You NEED Cost Segregation Tax Strategy
    Nov 29 2023

    ATTENTION: Rental real estate property and business owners!

    Ever wished you were privy to insider investor strategies that could save you a great deal on taxes? Your prayers have been answered. This episode is a goldmine of tax-saving insights specifically designed for real estate investors. We examine a powerful tax strategy called cost segregation, exploring what it is, who qualifies, and why it isn't always utilized by accountants. We also delve deep into the concept of accelerated depreciation and how this can lead to sizeable tax deductions.

    But it doesn't stop there. Beyond cost segregation, we also venture into the wider realm of tax planning and its relevance for individuals. Learn how smart tax planning, inclusive of cost segregation, can create losses from rental real estate properties and thereby reduce your tax liability. This episode is chock-full of actionable advice, resources, and the option to schedule a call for tax planning services. Don't miss out on this opportunity to learn from experts about maximizing your tax savings, all while ensuring you're in line with the law. Tune in and prepare to revolutionize your approach to tax planning.

    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

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    15 m
  • Episode 6. START Claiming Your Rental Losses AGAINST Your Business Income
    Nov 22 2023

    Are you an S-Corporation owner with rental properties?

    You can START Claiming Your Rental Losses AGAINST Your Business Income.

    Listen in on this episode to understand how to smartly use passive losses from your rental properties against your business income. In the dynamic world of investing, harnessing passive income to balance passive losses is a game-changer. This episode offers a step-by-step strategy for S-Corp owners to maximize their investing advantages by leveraging rental losses.

    Key takeaways:

    ✅ Navigate passive losses from rental properties for business owners
    ✅ Optimize passive income streams to counterbalance business income.
    ✅ Master the art of investing in rental properties for balanced financial outcomes.

    Boost your investing prowess, refine your passive income strategies, and master S-Corporation advantages with this latest episode.

    I've put together this FREE resource for you:

    7 Write-Offs Every S-Corporation Business Owner MUST Know
    🆓 Download FREE PDF here: https://bit.ly/podcast7writeoffs

    Ready to start saving money on your taxes?
    ☎️ Schedule your FREE Tax Advisory Session: www.TaxPlanningCall.com

    🤩 If you are looking for easy-to-use payroll software, I personally use and recommend to my clients Gusto Payroll Software - https://gusto.com/r/boris466 P.S. When you sign up for Gusto, you get a $100 Visa gift card

    *Disclaimer This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are a...

    Más Menos
    17 m