3 Tax Savings Strategies with Mark Perlberg, CPA
The Wealth Without Wall Street Podcast
The Importance of Tax Planning
This chapter emphasizes the significance of tax planning and highlights missed opportunities that can result in overpaying taxes. It discusses the benefits of proactive conversations with a tax team and the role of cost segregation studies. The speakers stress the importance of having a tax plan, projecting tax liabilities, and implementing tax strategies to navigate the complexities of the IRS.
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