Retirement Tax Services Podcast What the heck is PTE Tax? with Kelly Rohrs
Oct 16, 2023
In this podcast, Steven is joined by Kelly Rohrs, a CPA specialized in working with business owners. They discuss the Pass Through Entity (PTE) Tax and its importance for business owners. They also mention the impact of the salt limitation and the need for thoughtful entity selection. They address misinformation about PTE tax and emphasize the importance of seeking professional advice. The podcast concludes with a recap and a preview of future episodes for business owners.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Impact of Salt Limitation and Pass-Through Entity Tax
04:07 • 9min
The Importance of PTE Tax and Navigating Entity Selection
13:31 • 2min
Misinformation and Fearmongering about PTE Tax
15:05 • 12min
Upcoming podcast for business owners and recap of main points
27:32 • 4min