The speakers discuss the importance of advanced tax planning strategies and automation in serving people, announcing a big announcement regarding their company's name change to reflect their unique approach. They emphasize the importance of execution and being an execution partner for clients, offering innovative technology and resources to support their needs.
Episode 05: Maximizing Your Tax Savings: Expert Tips on Leveraging a Tax Planner for Radical Reductions
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Taxes are one of the biggest investments that individuals and businesses make, and often they can take a significant chunk out of your income and profits. But what if there was a way to pay less in taxes and use those savings to invest in your future?
On today's episode of Tech Equity and Money Talk, we sit down with Greg O'Brien and John Malone of Anomaly CPA, who are on a mission to help small businesses and high-net-worth individuals optimize their tax planning strategies. With their combined expertise in accounting and law, Greg and John are able to offer premier tax planning services and leverage technology to streamline the process for their clients.
Join us as we explore how Anomaly CPA is changing the game with their innovative approach to tax planning and helping clients build a financial fortress for themselves and their families. Greg and John enable small businesses and high-net-worth individuals to combine premier tax planning services and leveraging technology to streamline and make the process effortless.
In this episode, you will hear:
- The tax code as the book of laws
- How to avoid the surprise of taxes
- The three types of income
- 1202 stock: The tax break every startup investor should know about
- The gold standard for tax strategy
- How to write off short-term rentals
- How to qualify as a real estate professional and reduce your tax burden
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Supporting Resources:
Anomaly CPA - https://www.anomalycpa.com/
http://TechEquityandMoneyTalk.com
Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
