Considering advanced tax planning but unsure about the benefits and pitfalls? We've got the answers you need.

In this episode, host Patrick Lonergan, navigates the complexities of Level 3 tax strategies, where creativity meets a fair amount of risk. While these strategies undergo close scrutiny from the IRS, we provide insights into how the right approach can ensure compliance and unlock substantial benefits. We take a look into taxes from the government's perspective, offering a deeper understanding of compliancy, and pack the episode with real-world examples and essential considerations for a proper setup. 

Join us, as we explore Level 3 Tax Planning, providing a roadmap for tax optimization while staying compliant with the IRS. Whether you're a seasoned entrepreneur or an individual looking to enhance your financial tactics, this discussion is packed with actionable strategies that can transform your approach to tax planning.

Key Takeaways:

• Unpacking Level 3 Strategies
• IRS Compliance Insights
• Benefits vs. Risks

Resources:

2024 Planning Resources

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien