How much quicker could you be financially free if you didn't have to give so much money to the IRS? Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate.

In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status quo of accepting a large tax bill and discusses the importance of proactive tax planning.

Over the past two years, Patrick’s proactive tax planning service has successfully saved our clients a remarkable $8.5 million, with an average annual savings of $280,000. Tune in to kick start your journey toward financial freedom, take control of your taxes and gain the tools to live a great life.

Key Takeaways include:

Proactive steps to minimize taxes
Aligning your tax strategy with your financial goals
Four Levels of Tax 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

001 | An Introduction to Proactive Tax Planning for Entrepreneurs