Mike and Kevin resurface from the trenches, break down how the CPA industry's busy-season grind creates the conditions for missed strategies, and share a real short-term rental story where $60K in inheritance became $80K in tax savings.

A Couple Key Takeaways

• Tax season ending is not the finish line, but an opportunity to begin proactively planning for the year ahead
• The CPA industry's profit model depends on overworked staff, which is exactly why mistakes happen
• A $60K inheritance invested in a short-term rental can generate more in tax savings than it costs to buy
• Cookie-cutter "tax planning" from social media gurus pushing 2-3 strategies on every client is not planning... it's guessing

If your CPA surprised you with a big bill this April, what are you going to do differently before next April?

Like, subscribe, and share this with someone still stinging from tax season.

Ready to stop being surprised? Reach out at https://www.revotaxpayer.com/

Connect with us

• Website: https://www.revotaxpayer.com/
• Facebook: https://www.facebook.com/revotaxpayer/
• Instagram: https://www.instagram.com/revotaxpayer/
• LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy
• YouTube: https://www.youtube.com/@HiddenMoneyPodcast

Chapters
[00:00] — Cold Open: The Pain of Tax Season
[00:38] — Welcome Back: Surviving Tax Season
[01:07] — If You Haven't Filed Yet, Stop Listening
[01:36] — Life After the Deadline
[03:13] — How the CPA Industry Profits from Overwork
[06:01] — Treat Your Team the Way You Want to Be Treated
[07:10] — Now's the Time to Get Proactive
[07:22] — Case Study: The $60K Inheritance That Saved $80K in Tax
[13:15] — Why Cookie-Cutter Tax Planning Fails
[20:10] — Revo's Core Values & What's Coming Next Week

Disclaimer: This content is for educational purposes and does not constitute tax or legal advice. Always consult a qualified tax professional for your situation.

For some of you listening, that might be anxiety inducing.

For most of our clients, it's actually a good day, because they can be confident they have a proactive tax strategy and filing in place that's helping them save significantly.  

In this episode, Mike and Kevin break down real client stories where CPAs missed massive tax-saving opportunities, and what proactive tax strategy actually looks like in practice.

Some of the important takeaways you'll hear:
➡️ Your CPA filing your return isn't the same as your CPA saving you money... and the difference can be six figures
➡️ Owner-occupied real estate can offset operating income in ways most CPAs never tell you about
➡️ Zero officer comp in your S Corp isn't just risky, it's costing you your QBI deduction
➡️ You get what you pay for: don't be surprised if a $400 tax return comes with a $40,000 mistake

Is your CPA calling you first with a clear tax strategy? Or just sending you a bill?

Ready to stop overpaying? Reach out at https://www.revotaxpayer.com/

Connect with us

• Website: https://www.revotaxpayer.com/
• Facebook: https://www.facebook.com/revotaxpayer/
• Instagram: https://www.instagram.com/revotaxpayer/
• LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy
• YouTube: https://www.youtube.com/@HiddenMoneyPodcast

Chapters
[00:00] — The $1M Mistake
[00:35] — Welcome & It's Tax Day Eve
[01:00] — File Your Extension (Before Midnight)
[01:36] — Why Tax Day Is a Win for Revo Clients
[03:22] — Overlooked Opportunities: How We Review New Clients
[04:15] — Case Study: The Memory Care Facility
[07:57] — The Bowling Alley Tax Call
[12:51] — Case Study: The Three-Business Owner
[15:48] — S Corp Compliance & The QBI Miss
[20:12] — What $400 Tax Prep Really Costs You

Disclaimer: This content is for educational purposes and does not constitute tax or legal advice. Always consult a qualified tax professional for your situation.

On this week's Hidden Money Podcast, they're kicking off a brand-new segment called the WIP Report (Wins in Progress): ongoing, real client case studies, so you can see exactly what proactive tax strategy looks like in the real world.

The headline win they discuss concerns a client buying a $2.9 million short-term rental in Colorado who — through a creative combination of purchase price allocation, a 1031 exchange, and a tax opinion — is on track to write off 86% of the property in year one and save close to $900,000 in taxes over three years. And that's before they layer in Roth conversions to make retirement even sweeter.

But that's not all. Mike and Kevin also break down a second case: a real estate syndication client facing an unexpected $200,000 Texas franchise tax bill after selling a multifamily senior housing portfolio. Through a deep read of a December Texas Comptroller memorandum, they made that bill disappear in 4 to 8 hours of focused work.

Listen, your CPA's software is not your tax strategist. If someone in your corner isn't digging into the tax code, reading the case law, and thinking outside the box — you're very likely overpaying. Every year.

This episode is a masterclass in what it looks like when great tax strategy meets real transactions. Don't miss it.

Like, subscribe, and share! It really helps us get current and strategic tax advocacy to those who need it.

Connect with us

• Website: https://www.revotaxpayer.com/
• Facebook: https://www.facebook.com/revotaxpayer/
• Instagram: https://www.instagram.com/revotaxpayer/
• LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy
• YouTube: https://www.youtube.com/@HiddenMoneyPodcast

Chapters
[00:00] Please Stop Overpaying Taxes
[00:36] Welcome & Introducing the WIP Report
[01:00] Tax Deadline Reminder: File Your Extension by April 15th
[01:45] WIP Case #1: The $2.9M Colorado Short-Term Rental
[03:10] The Power Move: Purchase Price Allocation (IRC §1060)
[05:15] The 1031 Exchange Wrinkle & How It Changes the Math
[08:30] Excess Business Loss Limits, Carryforwards & Timing
[13:00] What Is a Tax Opinion and Why You Need One
[17:45] Using Losses to Power Tax-Free Roth Conversions
[20:30] WIP Case #2: The Texas Franchise Tax Surprise
[23:40] Passive Entity Classification — How the $200K Bill Disappeared
[24:50] Closing: Don't Trust the Software. Find a Real Tax Strategist

We walk through:

• The 7-day rule (how STRs are defined for tax purposes)

• Why Real Estate Professional (REP) status doesn’t apply to most STR planning

• The one lever that does matter: material participation

• How STRs and long-term rentals are treated differently (and why you can’t “group” them)

• The documentation/timesheet mindset that keeps this strategy defensible

• A smart, real-world scenario: using an STR in year one for tax strategy, then transitioning to a long-term rental (without turning it into a taxable event)

If you’re considering an Airbnb/VRBO purchase specifically for tax strategy, or you’re trying to understand the difference between REP vs material participation, this one makes it crystal clear.

If you want help building a STR tax plan that fits your income, properties, and time constraints, connect with our team at https://www.revotaxpayer.com/

In this episode of the Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider continue the short-term rental series by answering a question they hear constantly: “I already own rentals… did I miss my chance?”

They explain why material participation is tested year-by-year, how investors can potentially use cost segregation and catch-up depreciation after the fact, and why many people are unknowingly leaving “chips on the table” even if they’ve owned properties for years.

They also tackle the biggest fear around accelerated depreciation, depreciation recapture, and walk through several ways investors plan around it (including 1031 exchanges, tax planning in the year of sale, and opportunity zone strategies). Plus, they break down why high-income W-2 earners may need different timing due to excess business loss limits.

If you’ve been told “there’s nothing you can do,” this episode will show you why that answer is often wrong and what to explore next.

Schedule a consultation today: RevoTaxpayer.com

In this episode of the Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider explain what “material participation” actually means, why it determines whether STR losses can legally offset W-2 or business income, and how to document your involvement in a way that holds up under scrutiny. They break down the key IRS tests (including the 500-hour safe harbor and the 100-hour “more than anyone else” rule), what counts as participation, and the common mistakes that cause taxpayers to lose the deduction or create bigger problems than they expected.

If you’re a short-term rental investor, high-income earner, or business owner using real estate for tax strategy, this episode will help you protect the benefit and stay on the right side of the rules.

In this episode, we cover:

• Why material participation is the cornerstone of STR audit defense

• The IRS tests that determine active vs. passive treatment

• How to build proof with time logs, calendars, texts, and emails

• Why reconstructed or “too perfect” logs can backfire

• Practical steps to track participation without overcomplicating it

Want help building a defensible strategy? Get a free consultation at https://www.revotaxpayer.com/

In this episode of the Hidden Money Podcast, Mike and Kevin sit down with STR lending expert Jeff Chisum to break down how short-term rental financing really works  including the 10% down second-home loan strategy many investors overlook.

They unpack how the right financing structure can dramatically improve cash-on-cash returns, how tax strategy and lending strategy must work together, and why “expensing everything” on your tax return can actually hurt your ability to qualify for future loans.

If you’re buying your first Airbnb or scaling a short-term rental portfolio, this episode could change how you think about funding your next property.

In this episode, you’ll learn:

• How 10% down STR loans work

• Second home vs investment property loan differences

• Why some CPAs accidentally hurt lending approval

• How depreciation affects loan qualification

• How smart investors scale STR portfolios

Hidden Money isn’t about risky loopholes, it’s about understanding the rules and using them strategically.

Learn more about proactive tax strategy at Revotaxpayer.com Subscribe for weekly insights on tax, wealth, and financial strategy

In about 10 minutes, you’ll answer a simple set of questions (no pressure, “open book” style) and get a clear tax score that highlights your biggest opportunities, whether you’re a W-2 earner, a business owner, or both. You’ll also learn why “meeting your CPA once a year” often leads to missed strategies, and why proactive planning puts you back in control of your results.

In this episode, we cover:

• How to tell if you’re overpaying taxes (and what to do about it)

• Why a written tax strategy matters more than a verbal plan

• Key questions that reveal your biggest planning gaps

• The difference between “tax preparation” and tax strategy

• How business owners and W-2 earners should think differently

• Why “AI-built tax plans” can be risky, and how to stay compliant and confident

• How real estate questions (bonus depreciation, cost segregation, ownership structure) impact your strategy
  

Take the Free Tax Assessment and find your tax saving opportunities at www.revotaxpayer.com/ai-tax-assessment

If you’ve ever wondered, “Am I paying too much tax?” this episode is your starting line.

Hundreds of thousands of taxpayers miss out on billions in tax credits simply because they don’t know what to claim. In this episode we walk through practical, real-world moves that clients use to lower taxable income, capture credits, and stop overpaying.

• Timing strategies - front-loading expenses, prepaying, and “bunching” deductions
• Entity structuring - why an LLC isn’t a tax strategy—and what might be
• Tax-advantaged investing - 401(k), IRA, Roth options, HSA, and more
• Estimated tax mistakes - how overpaying can cost you money and flexibility
  

....and the #1 overlooked strategy, working with a true tax strategist.

If you’ve ever thought “it is what it is” about taxes… this episode is your wake-up call.

Follow the show for more tax planning, deductions, credits, and wealth-building strategies hidden in the tax code.
Share this episode with someone who’s probably overpaying and visit https://www.revotaxpayer.com/https://www.revotaxpayer.com/ for a free consulation!

#TaxPlanning #PayLessTax #TaxStrategies #TaxStrategy #CPA #SmallBusinessTaxes #PersonalFinance

They also unpack a growing issue: tax-related identity theft, where fraudsters file a return using your Social Security number before you do then disappear with the refund. You’ll learn simple, practical steps to protect yourself, streamline your document gathering, and make tax season feel less like a scramble.

In this episode, we cover:

• Why filing early + e-filing speeds up refunds

• The “interest-free loan” you might be giving the government

• How refund fraud happens (and why procrastination increases risk)

• A smarter way to gather and send your tax documents

• One extra protection step: an IRS Identity Protection PIN (IP PIN)

If you’re tired of the stress, the last-minute chaos, or watching your refund arrive way too late... this one’s for you.

Next step: If you want a proactive plan to keep more of what you earn, schedule a consult with the Revo Tax team: https://www.revotaxpayer.com/

In this Hidden Money episode, Mike Pine and Kevin Schneider break down why good bookkeeping and clean records aren’t just “admin”... they’re one of the fastest ways to keep more of what you earn. If you’re growing a business but avoiding the “bean counting” until tax time, this conversation is your wake-up call (without the guilt trip).

You’ll hear why sloppy books can quietly cost you tens of thousands, how clean records make tax planning possible, and why outsourcing the bookkeeping can be one of the highest-ROI decisions a business owner makes.

In this episode, we cover:

• Why recordkeeping directly impacts how much tax you end up paying

• The “we don’t even know what you make” problem (and how it kills tax strategy)

• A simple way to think about bookkeeping: routine maintenance vs. a painful cleanup

• Why banks and the IRS ask for the same things and what happens when you can’t produce them

• The real cost of “saving money” by skipping a bookkeeper

Want help getting your records in order?
Visit revotaxpayer.com or revoyourbooks.com to schedule a consultation.

Hidden Money Podcast - practical tax strategy for business owners and high earners who want to keep more of what they make.

In this episode of The Hidden Money Podcast, CPAs Mike Pine and Kevin Schneider explain how cash-basis taxpayers (which includes most individuals and small businesses) can use prepaying certain normal, recurring bills to increase deductions in a high-income year... without creating fake expenses.

They break down the 12-month benefit rule, common examples (rent, insurance, phone, internet, software), the risks of prepaying the wrong vendors, and why this strategy can become a year-end “train” you need to plan your way off. You’ll also hear how prepaid expenses can pair with bunching (doubling up itemized deductions like property taxes and charitable giving) to maximize your tax outcome.

If you’ve ever wondered why people negotiate everything—except their taxes, this episode is your reminder: don’t pay sticker price on your tax bill.

Educational content only; not tax advice. Always consult your own tax professional.

In this episode of the Hidden Money Podcast, Mike and Kevin dive into tax credits as “gifts” from the government, and how smart planning can help you actually receive them instead of unknowingly saying “no thanks.”

They break down:

• The difference between tax credits vs deductions

• Refundable vs nonrefundable credits

• Why lowering your AGI is the key to unlocking more credits

• Energy and solar credits, home efficiency upgrades, and expiring timelines

• College and education credits (and how they tie into FAFSA and tuition planning)

• The underused R&D credit, even for non-tech, service-based businesses

• Overlooked business credits for employers: health insurance, retirement, paid leave, work opportunity hires, restaurant tips, and more

Whether you’re a high-income earner, business owner, or simply someone who doesn’t want to leave free money on the table, this episode will change the way you think about credits, AGI, and tax planning.

Want a tax planning team in your corner?
Learn more at RevoTaxpayer.com and find out how proactive tax strategy can help you legally pay less in tax and keep more of what you earn.

If you’re a high earner or business owner looking for quick wins before year-end, this is your episode.

What you’ll learn:
• The most overlooked deductions people forget• Why December spending still counts• Everyday technology you should be deducting• CPA-favorite tax moves that save real money• How to stop leaving money on the table

Follow the Hidden Money Podcast for more real-world tax strategy, financial planning, and stories from the field.

Work with Revo Tax → https://revotaxpayer.com

Is bad CPA advice quietly wrecking your year-end tax plan? In this week’s Hidden Money episode, Mike and Kevin unpack the most common things people hear from their CPAs that sound “responsible” but actually cost them tens of thousands of dollars in unnecessary tax. If you have ever been told “there is nothing else you can do” or “just pay it and be grateful,” this conversation will reset how you think about year-end tax planning.

Mike and Kevin share real stories of high-income earners who were convinced they were “doing great on taxes” while paying 35 to 40 percent, all because their CPA was focused on filing returns instead of building a strategy. They explain why some licensed CPAs still operate from outdated rules, how misinformation spreads, and why the tax code is far more flexible than you have been led to believe.

What You Will Learn in This Episode
• Common CPA myths that wreck your year-end tax plan
• Why “there’s nothing you can do” is almost never true
• How the Tax Cuts and Jobs Act still creates missed opportunities for high earners
• When an IRS audit is not something to fear and can actually validate your strategy
• How W-2 earners can still create meaningful tax savings with the right planning
• Why the tax code is designed to reward strategic taxpayers, not punish them
• How to tell if your CPA is a tax preparer or a true tax strategist

If your CPA keeps telling you there is nothing left to plan, it is time for a second opinion. Want Mike and Kevin to review your facts and help rebuild your year-end tax plan? Visit revotaxpayer.com to schedule your consultation.

From navigating estate considerations and accredited investor rules to real-life examples involving surgeons, tech-stock windfalls, and real estate professional status, Mike & Kevin pull back the curtain on how the wealthiest taxpayers legally reduce their tax burdens.

Whether you're earning $300K, $1M, or multiple seven figures, this episode shows why proactive tax planning is the top lever high earners can pull to protect and grow their wealth.

What You’ll Learn in This Episode:

• Why high-income earners often feel “broke” despite big incomes, and how tax planning fixes it

• The accredited investor thresholds and the expanded investment strategies they unlock

• How estate considerations, step-up in basis, and legacy planning impact high-net-worth families

• Why two people earning the same income may need completely different tax strategies

• When passive tax strategies make sense for ultra-busy professionals

• The real role a spouse can play in tax planning (including real estate professional status)

• How overlooked lifestyle activities—like hosting events at home—can produce massive tax savings

  
  

Want Mike & Kevin to build a personalized tax plan that fits your life, not just the tax code?
Book a free consult at Revo Tax and start keeping what’s rightfully yours.

You’ll learn why real estate tax planning isn’t a copy-paste strategy, the hidden pitfalls of automated cost-seg tools, how poorly executed PPA language can kill a deal, and what actually makes year-end tax planning defensible, effective, and IRS-ready.

This episode covers:
• Purchase Price Allocations (PPA) and why execution matters more than strategy alone
• Cost segregation shortcuts that trigger audits
• Bonus depreciation done right (and the risks when it’s not)
• The difference between tax education and tax implementation
• Red flags that signal you need a real specialist, not a DIY prompt

Want help executing instead of experimenting? Book a consultation with Mike and Kevin at Revo Tax

Follow for weekly tax strategy insights that help you keep more of what you earn, without cutting corners that cost you later.

You’ll learn:

• Tax Planning vs. Tax Prep: Why planning ahead is a game-changer (and how it differs from simply filing taxes).

• Avoidance vs. Evasion: The crucial difference between legal tax avoidance and illegal tax evasion, and how to stay on the right side of the law.

• Timing is Everything: When to start planning and how often to review your strategy (so you never miss out on deductions or credits).

• Audit Risk Myths: Whether using aggressive tax strategies (like big year-end write-offs) increases your audit risk, and how proper documentation keeps you audit-proof.

• Real Savings Examples: How smart moves (like strategic investments and business structuring) helped real clients save tens of thousands

• Cost vs. Benefit: What quality tax planning services might cost and why the right tax strategy can pay for itself multiple times over.

• Stop Overpaying: Simple ways to ensure you’re not leaving Uncle Sam an unnecessary tip. If you’re earning well and not planning proactively, you are overpaying your taxes.

Ready to stop overpaying and keep more of what you earn? Book a free consultation with the Revo Tax team at revotaxpayer.com to get your personalized year-end game plan.

Disclaimer: This episode is meant for educational purposes only and is not tax, legal, or financial advice. Always consult with a qualified professional for personal guidance.

You’ll learn:

• Tax planning vs. tax preparation (and why planning must come first)

• How to find a CPA/ tax strategist who meets with you before filing season

• Smart year-end moves for W-2 high earners and the self-employed

• Using investments (e.g., oil & gas) to repurpose taxes into your portfolio

• How planning can restore phased-out credits and compound savings

Ready to change your facts and your tax? Book a free consultation at Revo Tax

Disclaimer: This is meant to be educational content only; not tax, legal, or investment advice.

You've heard the saying: the only sure things are death and taxes. Mike and Kevin are here to call BS on the taxes part.

In this episode of Hidden Money, we dive deep into the Opportunity Zone (OZ) strategy, a powerful but underused tool, recently supercharged by the One Big Beautiful Bill act. Learn how savvy investors are using OZs to legally defer capital gains for years and ultimately pay $0 on the profit when they sell.

This isn't theory; it’s an actionable playbook for those with serious capital gains (stock sales, business exits, etc.) looking for a way out.

Inside The Advanced OZ Playbook:

• The Zero-Tax Finish Line: How a simple 10-year hold in an OZ can turn a multi-million dollar appreciation into a completely tax-free sale.

• The New Rules That Matter: We decode the bill's changes, including the permanent status of OZs and the new, easier requirements for "Qualified Rural Opportunity Zones."

• DIY Fund vs. Brokerage Pool: Why Mike and Kevin often advise clients to create their own OZ partnership/fund instead of going the traditional 1031 route or trusting a large fund.

• Real Client Strategies: Rolling $5M in Microsoft/Tesla stock gains into a self-storage build and using vested RSU income to secure a tax-advantaged short-term rental.

• The Ultimate "Double Dip": Layering Cost Segregation with an OZ investment to generate massive paper losses now while securing the tax-free exit later.

Who needs this? If you're a business owner, high-net-worth investor, or anyone sitting on a mountain of stock gains, this episode is your blueprint.

Ready to challenge the axiom? Mike and Kevin practice what they preach. Book a free consultation with Revo Tax, to see how an Opportunity Zone strategy could work for your capital gains.

• What a syndication actually is (and how it differs from partnerships and going solo)

• GP vs. LP roles, simple vs. complex waterfalls (why many pros prefer an 80/20 after return of capital)

• Accredited investor rules, risks, and why due diligence on the operator comes first

• Tax angles: 100% bonus depreciation, passive loss carry forwards, tax-advantaged distributions vs. stock dividends

• Interest rates, insurance, and property taxes - how today’s headwinds shape deals (and how strong operators respond)

• Practical LP checklist: track record, comp, skin-in-the-game, docs you must read (PPM, OA.

If you’re a high-income earner or business owner and want proactive tax strategy, grab a free consult with our team at Revo Tax .

Disclaimer: This is education, not financial/tax/legal advice. Always consult your own advisor.

In this episode, Mike Pine & Kevin Schneider from Revo Tax reveal how to use PPA to front-load depreciation, offset W-2 or self-employed income, and dramatically lower your tax bill. Learn how PPA compares to cost segregation, when each is best, and why this move can supercharge your returns.

Episode highlights:

• What PPA is and why the IRS requires it for trade or business purchases

• Real-world examples: 25–35% depreciation with cost seg vs. 80%+ with PPA

• Structuring offers with sellers and covering their tax to close the deal

• How to mitigate recapture, bonus depreciation limits, and timing issues

Whether you’re buying your first short-term rental or scaling a multimillion-dollar portfolio, this episode will change how you think about depreciation.

Work with Mike & Kevin: revotaxpayer.com
Learn more: hiddenmoney.com

This is educational content, not tax, legal, or financial advice. Talk to your advisor about your portfolio.

What you’ll learn

• Long-term rentals vs. short-term: cash flow, workload, and tax treatment

• Passive vs. active income rules, and why that matters for your W-2

• The truth about Real Estate Professional (REP) status

• Material participation for long-term rentals and when the grouping election helps (or hurts)

• Why “good debt” + depreciation can accelerate returns

• Real client wins (cost seg, losses, and dropping effective tax rates)

• Lifestyle benefits (own near family, travel to “inspect,” and still keep it a legit business)

Follow the show for the full series and weekly tax strategy drops at https://hiddenmoney.com/
Want a free tax strategy call with Mike or Kevin? Schedule at revotaxpayer.com.

From bonus depreciation and cost segregation studies to material participation rules and IRS audit strategies, we show you how to make the tax code work in your favor. You’ll hear real client examples of investors who’ve turned down payments into six-figure tax savings, plus the common mistakes that can sink your strategy.

👉 What you’ll learn in this episode:

• How vacation rentals can offset your active income

• Why 100% bonus depreciation is back and how to use it

• The truth about DIY vs. professional cost segregation

• How to avoid IRS pitfalls and pass audits with confidence

• Key rules around personal use, material participation, and depreciation recapture

Whether you’re a high-income earner or just starting with short-term rentals, this episode will help you unlock hidden tax benefits most investors overlook.

Follow the Hidden Money podcast for the rest of our Real Estate Series and practical tax strategies you can put to work today and reach out to Revo Tax to build the right tax strategy for you

In this episode:

• LLCs vs. S-Corps/C-Corps for rentals (and how to keep your veil intact)

• Lending basics for investors: down payments, personal guarantees, fixed vs. variable

• Leveraging debt safely (not the Dave Ramsey kind)

• The “hidden money” in depreciation and when it can offset W-2 income

• Planning to scale: holding companies, series LLCs, and insurance

Resources & next steps:
• Learn more or book a free strategy session: revotaxpayer.com
• Explore the show + more episodes: hiddenmoney.com

Disclaimer: We’re CPAs, not your attorneys. This is education, not legal or tax advice. Talk to your own pros about your situation.

You’ll learn:

• How to make your business sellable (and more enjoyable to run right now)

• Why buyers pay more for systems, teams, and transferable relationships

• What multiples really mean—and how to move from “average” to “best in class”

• The 5-year window for powerful, legal tax strategies

Links & resources:
Hidden Money Podcast & resources → hiddenmoney.com
Work with the Revo team → revotaxpayer.com/contact

If this helped, follow the show and share it with an owner who’s thinking about an exit.

Rates. Inflation. Politics. Portfolios. In this episode, Kyle Gebhart and Tyler Wright from Bluegrass Legacy join Mike & Kevin to unpack what’s really driving today’s market, and the moves smart investors can make now.

In this episode:
• The Fed’s tough tradeoff: inflation vs. unemployment• How higher costs hit owners and employees (and what to do about it)• Why commodities (gold, oil & gas, etc) can help during inflation• Tariffs, deficits, and dollar strength—what matters for your plan• Practical positioning so you can win in up and down markets

Guests: Kyle Gebhart & Tyler Wright — Bluegrass Legacy
More from us: Hidden Money Podcast • Revo Tax

Like what you hear? Follow the show and share with a friend who’s feeling market anxiety.
📩 Ready for a proactive tax strategy? Revo Tax

💼 What You’ll Learn:

• How intangible drilling costs (IDCs) can offset up to 90% of your taxable income

• Why investing through a working interest (not royalty/mineral interest) is critical

• The role of general partner liability and how to mitigate it

• Common AMT pitfalls and how to avoid them

• How Revo’s diversified fund-of-funds structure reduces risk while preserving deductions

• The long-term benefit of depletion for tax-efficient income

Whether you're looking to eliminate W-2 tax liability or diversify your portfolio into an asset class backed by energy independence, this episode delivers insights grounded in the tax code, not hype. Learn more at https://www.revotaxpayer.com

#OilAndGasTaxStrategy #IntangibleDrillingCosts #PassiveVsActiveIncome #HiddenTaxSavings #AlternativeInvestments #RevoTax #WorkingInterest #FundOfFunds

This episode explores:

• Why insurance is not enough to protect your wealth

• The role of LLCs, LPs, and trusts in creating legal separation

• How real estate investments can expose physicians to non-medical lawsuits

• Why doctors should never own assets in their own name

• How to title assets, shift ownership, and still retain control

• What your insurance agent might not tell you about coverage gaps

• The importance of a coordinated CPA + attorney strategy
  

This is more than financial planning—it’s legacy protection. Whether you're 5 years into practice or preparing for retirement, this episode is your roadmap to building a fortress around your wealth.

🎧 For more episodes or to schedule a consultation, visit https://www.revotaxpayer.com

#PhysicianAssetProtection #TrustStrategy #MedicalLiabilityRisk #WealthPreservation #RevoTax #HiddenMoneyPodcast #DoctorFinance

🎯 Key Topics Covered:

• Depreciation: Why it's the “magic deduction” for growing wealth

• Long-Term Rentals: How a stay-at-home spouse can qualify for real estate professional status (REP)

• Short-Term Rentals: How to use the material participation rules to bypass REP requirements

• Passive Income: How to offset surgery center K-1s and other medical investments

• Self-Rental Strategies: Using your practice’s building to generate deductible passive income

• Cash Flow Considerations, Market Risks & Tax Code Compliance
  

This episode is packed with real-world tax strategies that empower physicians to reduce their tax liability, build wealth, and reclaim their time.

👉 Whether you’re just starting your real estate portfolio or already own multiple properties, this episode will reshape how you think about tax strategy.

🎧 Listen to more at https://www.revotaxpayer.com

#PhysicianTaxStrategy #RealEstateTaxTips #ShortTermRentalTax #MedicalInvestments #RealEstateProfessionalStatus #RevoTax #HiddenMoneyPodcast

Discover how to structure your practice using an LLC or PA to limit liability and unlock tax benefits. Learn how S corp elections can help eliminate thousands in self-employment tax, and how to take full advantage of bonus depreciation for big-ticket medical equipment. They also discuss how employing your kids, avoiding co-mingled expenses, and working with the right bookkeeper can make or break your financial strategy.

🎯 What You’ll Learn:

• Entity formation basics (LLC vs PA vs S Corp)

• How S corp status reduces self-employment taxes

• What physicians can legally deduct

• How bonus depreciation can accelerate your equipment ROI

• Creative household income shifting strategies

• Common pitfalls like co-mingling and bad bookkeeping

Don’t leave money on the table. Whether you’re just starting your own practice or already navigating the complex world of private medicine, this episode equips you with real-world tax strategies that make a difference.

🎧 For more, visit https://www.revotaxpayer.com

#SelfEmployedDoctors #PhysicianFinance #1099DoctorTaxTips #SCorpForDoctors #MedicalPracticeTaxStrategy #RevoTax

In this myth-busting episode, Kevin and Mike tackle 7 of the most common, and most damaging, misconceptions about taxes. From misunderstood red flags to overpaying "just to stay safe," they reveal how these myths are quietly costing you money.

Discover how to turn the tax code into your greatest wealth-building ally, why strategy matters even if you’re a W-2 employee, and how state tax rules may be hurting your bottom line.

🎧 Tune in to reclaim your financial power.
💼 Learn more at revotaxpayer.com
📌 Follow and subscribe to stay ahead of tax changes.

You'll learn:

• What qualifies as an IRS red flag

• How smart tax planning can raise flags and still be legal

• Which red flags are worth defending and which you should avoid

• Real-world examples of deductions, losses, and business claims

• Why documentation is everything when you're audited

This episode is a must-listen for:

• Small business owners

• Self-employed professionals

• Freelancers and 1099 earners

  Anyone wanting to reduce audit risk without leaving money on the table

Want help with your taxes? Visit us at revotaxpayer.com

Discover:
✅ The #1 question to ask before you form an S Corp
✅ How to legally reduce Medicare and Social Security taxes
✅ Common mistakes that trigger IRS audits (and how to avoid them)
✅ How S Corps impact your QBI deduction
✅ Why you should never put real estate in an S Corp

Take action: If you’re serious about keeping more of what you earn, subscribe and share this episode with other business owners who need smart tax strategies.

Subscribe for more tax-saving insights every week!

🎙️ In this episode, you’ll learn:

• Which deductions are now permanent—and how to leverage them

• How the new SALT cap and expanded child tax credit impact you

• What the renewed Opportunity Zones mean for your investments

• Details on “Trump Accounts” to help your kids save for education and retirement

• Strategies to reduce your tax bill and build wealth under the new law

This is a must-listen for anyone who wants to stay ahead of the biggest tax changes in decades.

👉 Explore more resources or connect with a tax strategist:
hiddenmoney.com
revotaxpayer.com

Follow Hidden Money for weekly episodes that help you keep more of what you earn.

• Cash donation rules and documentation

• Property and stock donation deductions

• Bunching contributions to maximize deductions

• Donor-advised funds for high-income years

• Charitable trusts that give you more control

⏱️ Timestamps:

0:00 – Introduction: Giving and Tax Savings

1:00 – What Counts as Charitable Giving?

4:00 – Cash Donation Requirements

8:00 – Donating Property & Valuation Rules

14:00 – Donating Appreciated Stocks

19:00 – RMDs and Qualified Charitable Distributions

22:00 – Donor-Advised Funds Explained

24:30 – Charitable Trusts Overview

26:00 – Final Thoughts

Whether you’re a high earner or just getting started, these insights can help you keep more of what you’ve worked for and make a bigger impact.

Subscribe for weekly episodes on tax planning and financial freedom. And check out Revo Taxpayer Advocacy for tax strategy services.

• Identify your tax challenges using the 3 income buckets: active, passive, and portfolio

• Convert passive investments (like oil & gas) into active tax deductions

• Legally multiply your charitable deduction through strategic giving

• Use crypto and capital losses to offset gains

• Involve your spouse or kids in your tax plan

• And most importantly: stop relying on tax preparers and start working with a strategist

Whether you're self-employed, a W-2 high earner, or sitting on large investments, these strategies can help you save thousands—or hundreds of thousands—in taxes.

🎯 Book a free consultation at https://www.revotaxpayer.com/

📲 Subscribe for new episodes every week!

#TaxPlanning #HighIncomeStrategies #CPA #CharitableTaxStrategy #CryptoTax #OilAndGasTax #HiddenMoneyUnleashed

Mike and Kevin get real about the ups and downs of entrepreneurship, their transition to proactive tax planning, and how they help clients save six figures in taxes. Raw, honest, and refreshingly funny—this is one you don’t want to miss.

🎙 Subscribe for more real stories and real tax strategy. #CPA #TaxPlanning #FinancialFreedom #Entrepreneurship #HiddenMoneyUnleashed

Here’s what they cover:

• The real tax cost of divorce (and how to avoid the double gut punch)

• Why married filing jointly isn't always the best default

• Planning for child tax credits and 529 strategies

• Withholding mistakes newlyweds make (and how to fix them)

• How high-income earners can keep more of their raise

Tax strategy isn’t just for April 15th—it’s for every life event that hits your bank account. Get insights, laugh a little, and start building a smarter financial future.

Follow the Hidden Money Podcast and explore more episodes on life, wealth, taxes, and the hidden rules that help the top 10% play the game differently.

Find us online and follow for more practical tips and raw, real stories from behind the tax curtain.

They also dig into politics, tax law changes, and the value of healthy debate in today’s world. Plus, stick around for some hilarious real-life stories—near-death hunting accidents, childhood knife mishaps, and more.

Whether you're a business owner, entrepreneur, or just someone who appreciates a raw, unfiltered conversation, this episode delivers insight with a side of humor.

🔔 Follow Hidden Money Unleashed for more real talk on business, taxes, and life.

🎙️ Want pure tax strategies? Check out our main episode of  Hidden Money.

We’re breaking down real-world self-employed tax planning strategies to help you unlock hidden tax savings and protect your income. Learn how an S-Corp can cut your self-employment tax, discover everyday business expenses you should be deducting, and get insider tips on how to avoid common freelancer tax traps.

In this episode:

• Self-employment tax pitfalls — and how to avoid them
• S-Corp advantages and when they make sense
• The most overlooked tax deductions (hint: it’s not just mileage)
• Smart strategies for quarterly estimated taxes

Hit follow and subscribe to The Hidden Money Podcast and visit RevoTaxpayer.com for more free tools and expert guidance on small business tax strategies, real estate tax planning, and wealth-building tax tips.

Follow us for more insights:

Instagram | @hiddenmoney.podcast 

Facebook | Hidden Money Podcast 

LinkedIn | Hidden Money Podcast

In this episode, you’ll hear:

• The unconventional path from fly fishing guide to CPA

• What it’s like to navigate the CPA world with ASD

• Why neurodiversity is a secret weapon in tax planning

• The real story behind Revo Taxpayer Advocacy

• A breakdown of upcoming tax law changes and bonus depreciation

• How almost anything can be a tax write-off with the right argument

Unpolished, unexpected, and surprisingly fun — this is the CPA podcast you never knew you needed.

Learn more about Revo Tax and the Hidden Money Podcast here.
Rate, Review and Subscribe to learn more tax strategies to help you save big on your taxes!

They cover everything from 401(k)s vs Roth IRAs, the power of compound interest, tax-free Roth conversions, real estate strategies, and even how to avoid penalties when tapping retirement early. Plus, they share how building the right team (CPA + financial advisor + attorney) can help you retire earlier and smarter.

• Learn how to let the IRS subsidize your retirement

•  Discover powerful tax-advantaged investments

•  Avoid common mistakes (and expensive penalties)

•  Hear real stories from clients who reached financial freedom

Whether you’re just starting your career or nearing retirement, this episode is packed with actionable insights and hidden financial wisdom.

Subscribe for weekly tax-smart financial advice and personal stories from two CPAs who aren’t afraid to keep it real.

Learn more about how to build your wealth at https://hiddenmoney.com/

Follow us for more insights:

Instagram | @hiddenmoney.podcast 

Facebook | Hidden Money Podcast 

LinkedIn | Hidden Money Podcast 

YouTube | Subscribe here

In this episode of the Hidden Money Podcast, we break down how to:

• Use your refund to buy tax planning that lowers next year’s taxes

• Leverage strategies like STRs, oil & gas, or side hustles for real ROI

• Avoid overpaying the IRS through smarter W-4 withholdings

• Understand the snowball effect of reinvesting tax savings annually

• Build a professional team to accelerate financial freedom

Key Timestamps:

• [00:00] Why refunds are missed wealth-building opportunities

• [01:58] Using your refund for tax-advantaged investments

• [11:00] Case Study: $4K refund turned into $90K deduction

• [16:01] Debt strategy, arbitrage, and boosting monthly cash flow

• [23:08] Compounding wealth year after year

• [26:38] What counts as a tax-advantaged investment

• [30:23] Team up: CPA + advisor + attorney
  

Explore More:

• Revo Taxpayer Advocacy

• Hidden Money Podcast Hub

• Schedule Your Free Strategy Call 

Follow us for more insights: Instagram | @hiddenmoney.podcast Facebook | Hidden Money Podcast LinkedIn | Hidden Money Podcast YouTube | Subscribe Here

Instagram: https://www.instagram.com/hiddenmoney.podcast/

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You can also listen to our podcast on major podcast platforms links:

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Website - https://www.hiddenmoney.com/

Instagram: https://www.instagram.com/hiddenmoney.podcast/ Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/ Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

 iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/ Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcst

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Website - https://www.hiddenmoney.com/

Instagram: https://www.instagram.com/hiddenmoney.podcast/ Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/ Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

 iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/ Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcst

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Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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Apple Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065⁠⁠⁠⁠⁠⁠⁠⁠

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Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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You can also listen to our podcast on major podcast platforms links

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Apple Podcast: ⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065⁠⁠⁠⁠⁠⁠⁠

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Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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1. Bookkeeping is necessary, not a necessary evil.

2. The tax code helps to save money, not drain it.

Bad bookkeeping and tax planning can shut down your business. But you can’t be your own CPA and bookkeeper without burning out! In this episode, we talk with accounting guru Matt Nelson, and we’ll share insights into bookkeeping, and the solution we’ve created for how you can leverage dedicated services for both under one roof.  Feed your business growth plan and free yourself up to build your business.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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If you’re a business owner, you definitely want to know if you’re liable to file this report or not.

In this episode, we talk with Matt Risenmay of CTA Integrity. Matt shares practical insights into BOI reporting, its pitfalls to avoid, difficulties, and penalties. Get solutions on how to file the report successfully.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

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Truth - The tax code is a wealth blueprint that my CPA can use to plan and build my wealth.

In this episode, CPAs Mike Pine and Kevin Schneider break the fear of the IRS and the tax code, and reveal what tax advocacy is really all about. Listen to real stories, insights and key advice that can transform your fearful tax-planning journey into a powerful wealth-building one.

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You can also listen to our podcast on major podcast platforms links

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Castbox: https://castbox.fm/channel/id5413766

Website: https://www.hiddenmoney.com

The tax code is your map for wealth-building and your CPA is your financial partner! In this episode, CPAs Mike Pine and Kevin Schneider unveil the transformation of their tax firm Pine & Co. CPAs into Revo Taxpayer Advocacy. They’re revolutionizing the approach to tax planning, moving away from traditional CPA roles to become proactive tax-planning and wealth-building partners with clients. Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only. You can access guest information, relevant websites and contact details, useful links, and more, directly at Hidden Money Podcast To access bonus tax content, go to Bonus - Hidden Money To start using the tax code as a tool to grow your wealth, schedule a call with Revo Taxpayer Advocacy Social Media Links Instagram: https://www.instagram.com/hiddenmoney.podcast/ Facebook: https://www.facebook.com/hiddenmoney.podcast YouTube: https://www.youtube.com/@HiddenMoneyPodcast LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/ Twitter : https://twitter.com/hiddenmoney_com You can also listen to our podcast on major podcast platforms links: Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519 Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065 iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/ Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcst Pocket cast - https://pca.st/9r46t36 Castbox - https://castbox.fm/channel/id5413766 Website - https://www.hiddenmoney.com/

Well, Rollovers as Business Startups (ROBS) allows you to legally do what SelfDirected IRAs don’t - Leverage your retirement account to generate income you can actively use without being taxed.

In this episode of the Hidden Money Podcast, Paul Cook of Guidant Financial educates us on the exact way the tax code allows this little-known tool to both leverage your retirement account as well as generate more money under an IRS-supported tax shield.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• What ROBS is and how it works

• How ROBS can still allow for tax planning despite generating taxable income via W2s.

• The best tax strategies for a C Corp, including accruals, write-offs, and salary decisions.

• A case study of a client who exited a business started with ROBS, highlighting the tax implications of not planning with ROBS initially.

• The benefits of selling a business as a stock sale in a C Corporation.

• How age and exit strategies affect the use of ROBS, including the option to fund a second business closer to retirement age.

• The risks of business failure with ROBS and the importance of having a solid business plan and possibly tying debt to the initial investment.

• Managing cash flow fluctuations when owning a business through ROBS.

• The control over investments in a ROBS setup versus traditional retirement accounts.

• How entrepreneurs can simultaneously grow their business and reinvest in traditional 401(k) plans.

• The costs involved in setting up and maintaining a ROBS, including initial fees and ongoing administrative fees.

• Whether real estate investments qualify under ROBS and the active versus passive participation requirements.

• Common misconceptions, emphasizing that ROBS is a legitimate investment strategy when done correctly.

• Guidant Financial’s role as a Third Party Administrator and how they support clients in setting up and managing ROBS.

To Learn More You can learn about Guidant Financial at About Us | Guidant Financial and get information on ROBS on their site page Financing Solutions Overview - Guidant (guidantfinancial.com)

If you want education on becoming a successful business owner, you can get from Guidant Financial at Chapter 1: What makes a successful business owner? - Guidant (guidantfinancial.com)

You can also contact Guidant Financial directly at Contact Us - Guidant (guidantfinancial.com) or email them at info@guidantfinancial.com

To access bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-moneypodcast/id1683510065

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket Cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

What if you could be assured of a real estate investment option that yields consistent cashflow, no matter what?

And what if you could have flexibility to leverage even with fluctuating interest rates?

In this information-packed episode of the Hidden Money Podcast, Adam Roberts and Emily Cortright of A&E Investments, tell us about Mortgage Note investing. Adam is a Multifamily education Coach/Mentor and Emily teaches a variety of wealth-building classes at Keller Williams offices. Their combined revelations from their pivotal diversification into Mortgage Notes isn’t to be missed if you’re wanting to diversify successfully.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The reason for Adam Roberts’ and Emily Cortright’s diversification into note investing, shifting from multifamily real estate due to market challenges.
• What note investing entails, including buying and selling mortgage notes, and the types of notes available (performing vs. non-performing).
• How note investors mitigate risks through due diligence, including property appraisal, investment-to-value ratios, and location analysis.
• Detailed steps involved in underwriting notes, such as assessing the property value, location, title report, and borrower’s payment history.
• The different strategies if a borrower stops paying, including loan modification, cash for keys, and foreclosure.
• How third-party loan servicers manage the administrative tasks, escrow adjustments, and collections, making the investment more passive.
• The importance of diversifying investment portfolios between multifamily properties and notes to ensure stable cash flow.
• The impact of location on note investment, focusing on lender-friendly states with efficient foreclosure processes.
• State-specific tax considerations and nexus issues for note investors, and the role of third-party servicers in managing payments.
• Methods to liquidate notes if needed, including public trading platforms like Paperstac and selling partial payments to regain capital while retaining note ownership.
• ‘The Banker's Code’ by George Antone as an influential read for understanding note investing.

To Learn More

You can reach out to Adam and Emily on their website - Home | A&E Investments (aeinvest.net)

If you want to book a one-on-one Passive Income Call, you can find an availability calendar on their Contact page - Contact Us | A&E Investments (aeinvest.net)

For more education on wealth-building education and events, you can visit their Podcast and Events page - Podcast and Events | A&E Investments (aeinvest.net)

To access bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Mobile homes are way more affordable than regular housing, and investing in mobile home parks can be a very successful long-term investment, if you do it wisely.

In this episode of the Hidden Money Podcast, we talk with Jarrid Cavanaugh of Affinity Asset Group, whose wide experience with mobile home parks and honest, insightful answers gives us a wealth of information on how to successfully diversify into this very affordable housing solution.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The importance of having a competent team, managing park-owned homes, and ensuring compliance with local regulations.
• Why meeting with city officials, fire marshals, and other local authorities is crucial for gaining support and avoiding operational hurdles.
• How previous mismanagement and crime in mobile home parks can create biases against new owners and impact investment outcomes.
• Specific examples of operational challenges, such as dealing with squatters and complying with unusual local regulations.
• The impact of local landlord laws and the role of law enforcement in managing and maintaining mobile home parks.
• Key financial metrics to look for, including below-market rents, park-owned homes, and utility billing strategies to increase Net Operating Income (NOI).
• The challenge of high debt rates versus low cap rates, and the competition from large institutional investors and the benefits and strategies of seller-financed deals, especially with mom-and-pop park owners.
• The advantages of bonus depreciation and cost segregation, specifically for land improvements and mobile home park infrastructure.
• Typical returns on investment, including cash on cash returns, and strategies for reinvesting capital to maximize long-term value.
• Jarrid Cavanaugh’s advice on getting started in mobile home park investments, including educational resources and mentorship opportunities.

To Learn More

You can reach out to Jarrid and explore the services his company provides on his website About – Affinity Asset Group or reach out to him via his Instagram handle @jarridcavanaugh

To access bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

That’s why the tax code is designed to help businesses and build the economy. But not everyone understands this. Or knows how to responsibly use the tax code to build their financial future.

That doesn’t have to be you! In this episode of the Hidden Money Podcast, Mike Pine and Kevin Schneider share case examples and insights on how proactive tax planning with the right partners can hugely catalyze financial growth and a stress-free tax life.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The benefits of being a CPA, especially in consulting, due to the variety of client scenarios encountered.
• The suitability of different tax planning strategies depending on individual financial situations, and the importance of a customized approach, despite blanket tax advice.
• Case examples illustrating the consequences of not consulting a CPA before significant financial decisions, such as withdrawing large sums from retirement accounts or mishandling 1031 exchanges.
• The critical nature of a two-way partnership between clients and CPAs emphasizing the necessity of communication to avoid financial pitfalls and ensure proper tax planning, using the analogy of marriage.
• The approach Kevin and Mike take to help clients who come to them with tax issues after the fact, including their commitment to finding solutions.
• The potential savings from proactive consultation and the risks of not seeking advice before making tax-related decisions.
• The cost-effectiveness of initial tax planning consultations and the long-term benefits they provide.
• The assurance of quality and service from Pine Tax Services, including their commitment to addressing and rectifying any service errors.
• The invitation to potential clients to schedule a free initial consultation to explore how Pine Tax Services can assist with their tax planning needs.

To Learn More

You can reach out to Mike and Kevin for that free initial tax consult by visiting their website and scheduling your consultation from there - Consultation (pinecocpas.com)

You can explore the different services they provide on their website - Pine and Company CPAs - Investment Tax Strategy | Ongoing Tax Monitoring | Tax Filing (pinecocpas.com)

You can get some great information and education by visiting their blog - Blog - Pine & Co CPAs (pinecocpas.com)

To access bonus tax content, go to https://www.hiddenmoney.com/bonus

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

In this episode of the Hidden Money Podcast, Mike and Kevin discuss real case studies of clients who successfully pursued their passion by leveraging the tax code, legally, using strategies from the tax playbook of millionaires.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss:

• A unique client situation where a high W2 earner in the top tax bracket transitioned to self-employment by starting a business connected to his passion.
• The benefits of 100% bonus depreciation in 2018-2019, allowing the client to deduct the entire cost of a $300,000 purchase and other expenses in one year.
• How these deductions resulted in a significant tax loss, which was offset against the client's W2 income, effectively reducing his tax liability.
• The concept of leveraging the tax code to fund new business ventures, rather than relying solely on traditional financing methods.
• Common deductible business expenses, especially for those working from home, including office equipment, cell phones, and internet usage.
• The practicalities of establishing cost basis for previously purchased personal items when they are repurposed for business use.
• The shift in IRS policies allowing for 100% deduction of cell phone expenses, while still requiring business use allocation for internet expenses.
• The importance of keeping good records and substantiating expenses to defend against potential IRS audits.
• The balance between maximizing deductions and understanding the risk and effort involved in substantiating smaller expenses.
• Encouragement for taxpayers to educate themselves on the tax code and leverage it legally and ethically to enhance their financial freedom.
• The overarching message of utilizing the tax code to transition into new career stages, pursue passions, and achieve financial growth through informed tax strategies.

To Learn More

You can reach out to Mike and Kevin to discuss how you can build financial freedom and pursue your passion by visiting their website Pine and Company CPAs - Investment Tax Strategy | Ongoing Tax Monitoring | Tax Filing (pinecocpas.com)

To access bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

No wonder the short-term rental market boomed. And with booms comes saturation as everyone jumps onto the bandwagon to make their own bit, and now the competition is insane.

But no worries.

In this Hidden Money Podcast episode, we talk with Shawn Moore of Vodyssey, a short-term rental expert and coach with 24 years of experience in the ups and downs of this tricky but lucrative market. We explore just what you need to know to play in that top 20% creamy layer that can make short-term rental investments well worth it for you.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this podcast, we discuss:

• The challenges of standing out in saturated markets, particularly in the short-term rental market.
• Strategies for differentiation, including focusing on selling experiences rather than just properties.
• The importance of curating target audience-specific experiences and investing in custom artwork and setups to enhance properties.
• The significance of storytelling through property experiences and the impact on guest engagement and booking conversions.
• Real-life examples of property owners struggling in saturated markets and the potential for distressed property acquisitions with strategic revitalization efforts.
• Shawn Moore's shift towards providing extensive free education and resources through Vodyssey to empower property owners and investors in navigating the short-term rental market effectively.
• Key factors to consider when evaluating potential investment markets, including property ownership rights, short-term rental regulations, and profit drivers.
• Market preferences and potential investment opportunities in college towns, Southeastern regions, and specific areas like the Bourbon Trail, Wisconsin Dells, and Hocking Hills.
• The rationale behind prioritizing cash flow and acquisition cost ratio in investment decisions, favoring markets with lower acquisition costs and higher revenue potential.
• Advice for property owners considering investing in competitive markets, cautioning against overreliance on speculative emerging markets and advocating for focusing on established markets with sustainable growth potential.

To Learn More

You can get more education on short-term rental investments by visiting the Vodyssey website - Short Term Rental Property Investing | Vodyssey

Be sure to listen to the podcasts at Podcast - Vodyssey and download the book Are Short Term Rentals a Good Investment? | Vodyssey to learn more about this intriguing topic. Shawn and his team of experts are right there to help you if you need to book a consultation too.

To access bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

In this episode of the Hidden Money Podcast, we talk with RJ Burr of Panex Panther Explorations, an oil guru whose family has been three generations in Oil and Gas. His palpable passion and deep experiential wisdom provide a perfect Oil and Gas 101 for anyone interested in diversifying their portfolio and investing in this still essential resource.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this podcast, we discuss

• The various ways of investing in oil and gas, including buying land for drilling, partnering in syndications, and investing in publicly traded partnerships, including the technical and financial terminology used.
• The distinctions between upstream (finding and producing oil), midstream (transporting oil), and downstream (refining and distributing oil) sectors of the oil and gas industry.
• The multitude of products derived from oil, ranging from plastics and asphalt to makeup and medicine.
• The challenges and opportunities in the oil and gas market, including fluctuations in investment, demand, and supply.
• The long-term benefits of investing in oil and gas wells, including potential revenue generation over decades.
• The importance of strategic partnerships in maximizing returns and mitigating risks in oil and gas investments.
• RJ Burr's approach to transparent partnerships, equitable profit-sharing, and prudent risk management in oil and gas investments.
• The potential tax advantages of oil and gas investments and their role in building diversified portfolios.
• Strategies for balancing risk and reward in oil and gas investments, including the importance of diversification and market analysis.
• The significance of understanding the economic fundamentals driving the demand for oil and its impact on long-term investment prospects.

To Learn More

If investing in Oil and Gas is intriguing you, you can learn more by visiting the site www.panex.us/learn or Invest in American Oil • PANEX.

You can also reach out directly to RJ Burr through email to rjburr@panex.us or visit the Panex website Panex Home

To access the bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Ever felt the shock and horror when you discover that you’ve been scammed? Or deepfaked?

Today’s digitalized environment has triggered cybercrime, digital fraud and AI-enhanced scamming at an unimaginable rate. And you could easily be the next victim… if you haven’t already!

In this episode of the Hidden Money Podcast, Mike and Kevin share their concern and strongly encourage you to be protected and your data secured. They expose several scams, and share both personal experiences as well as key information, practical tips and strategies to avoid being financially and tax scammed. See below for links to resources they share.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this podcast, we discuss

• Various scams beyond IRS identity theft, including email phishing attempts targeting office expenses.
• The importance of verifying suspicious emails and leveraging IT support for confirmation.
• The significance of robust security measures for CPA firms to prevent data breaches and potential lawsuits.
• The implementation of dual-factor authentication, cloud-based systems and data encryption to enhance client data security.
• The use of password management tools like Dashlane to generate secure passwords, password management and Dark Web monitoring.
• Personal experiences with credit card fraud, including instances of stolen credit card information.
• Challenges in reporting credit card theft to law enforcement and the role of financial institutions in reimbursement.
• Strategies for preventing credit card theft, such as avoiding leaving valuables in plain sight in vehicles and forgetting cards in public places.

To Learn More

If you believe you’ve been a victim of identity theft, you can access the Identity Theft Affidavit PDF as well as online Form 14039 here - When to file an Identity Theft Affidavit | Internal Revenue Service (irs.gov)

To be proactive in getting an Identity Protection PIN (Form 15227), you can apply for it here - Get An Identity Protection PIN | Internal Revenue Service (irs.gov) You can reach out to Mike and Kevin on their website - Pine and Company CPAs - Investment Tax Strategy | Ongoing Tax Monitoring | Tax Filing (pinecocpas.com) if you have questions or want to schedule an appointment.

To access the bonus tax content mentioned, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: Consultation (pinecocpas.com)

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Your financial freedom is built on wealth that you effectively generate and multiply long-term. But how do you do this successfully regardless of the state of the economy and volatility, especially in the US?

In this fascinating episode of the Hidden Money Podcast, we talk with Omar Khan of Boardwalk Wealth. Omar’s seasoned business and financial savviness produces deep insights into financial decision-making, investment strategies, productive mindsets, and more.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The fundamental role of private equity in wealth-building and its distinct advantages, including lower volatility and potential for substantial returns.
• Insights into the tax implications of private equity investments, underscoring the need for awareness of tax drag and the significant impact of tax-efficient strategies on long-term wealth growth.
• The impending tax bill and its potential effects on depreciation, highlighting the importance of staying informed and leveraging changes in tax laws for financial gain.
• The versatility of real estate investments, exploring how real estate can thrive in various economic conditions, from prosperous times to downturns, making it a crucial element in a diversified investment portfolio.
• Strategies for maximizing returns in private equity, including success stories where investors achieved impressive gains through careful planning, strategic refinancing, and leveraging tax-deferral opportunities.
• The concept of laddering exposure and maintaining liquidity as crucial elements in navigating market fluctuations and safeguarding investments when planned financial strategy does not work.
• The significance of constant diligence, proactive financial planning, and some healthy "paranoia" in protecting investments, with a focus on being prepared for unexpected challenges and downturns.
• Practical advice on structuring deals, managing balance sheets, and utilizing 1031 exchanges to compound gains and ensure tax efficiency in the long-term wealth-building journey.

To Learn More

You can visit Omar Khan’s website Home - Boardwalk Wealth and join his mailing list via the form Join Omar Khan's Mailing List | Boardwalk Wealth on the Home Page. You can also email him at omar@boardwalkwealth.com if you have any questions or want to explore his services more.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

What hacks do you need to ensure that your real estate investments and tax planning are going to yield the best returns?

In this episode of the Hidden Money Podcast, Mike Pine talks with Gib Irons of Irons Equity. Mike and Gib’s investment discussions, and proactive tax and finance planning hacks, will give you valuable insights for building your financial freedom in an age of volatility.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this podcast, we discuss:

• Gib Irons' insights on leveraging equity strategically and the necessity of using debt to maximize returns in real estate investments.
• The importance of maintaining a balance in leveraging and avoiding over-leveraging to mitigate risks in the real estate market.
• The time value of money and the powerful multiplier effect of leveraging in real estate investment strategies.
• The responsibility and safety aspects of debt usage, emphasizing the need for operators to avoid overextending themselves to prevent failure.
• The real estate syndication market's evolution over the last decade, analyzing the impacts of easy money, increasing competition, and risky interest rate choices.
• Lessons learned from the challenges faced by operators during market shifts, emphasizing the significance of effective communication, operator integrity, and resilience.
• The concept of rate caps in real estate financing and their role in protecting against interest rate fluctuations.
• The cap rate formula and its application in determining property value based on net operating income and prevailing cap rates in specific markets.
• The terms used to assess property leverage, such as loan to cost and loan to value, and their relevance in different real estate scenarios.
• Gib Irons' advice for investors, including the importance of aligning investments with personal financial situations, seeking professional advice, and assessing whether real estate syndication is a suitable option.

To Learn More

If you are the type of investor Gib was talking about, and you would like more information on certain investments, or investments in general, you can reach out to Gib Irons at info@ironsequity.com or visit the website Irons Equity. They will be happy to answer any questions you may have.

To access the bonus tax content, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Or maybe you’re in a professional study program, like medical school. You have a big student loan but nobody is telling you in any of your courses, what the financial reality of debt payment is, and how to build wealth early.

The truth is your professional and financial dream won’t come true just because you’re a high earner. You have to know how to make it work. Join us in this episode of the Hidden Money Podcast as we talk with Kristin Burton. Kristin’s medical background, personal story of emerging from debt and experience in how to build wealth professionally, will give exactly the practical wisdom you need to build your professional dream.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• Challenges faced by high W2 earners, particularly in the medical field, and show the effectiveness of the short-term rental tax loophole in reducing tax burdens.
• Having a supportive community and access to financial education for professionals, especially in fields like medicine, to discover opportunities like tax-saving strategies.
• Kristin Burton's website, www.strivewithkristin.com, as a valuable resource offering free eBooks, white papers, and videos, to help professionals with a six-figure income to build wealth and financial freedom.

• Kristin Burton’s free eBook, "The Secrets to Your Rich Life Post Graduation," focusing on guiding students in building key habits, managing debt-to-income ratios, and implementing budgeting strategies.
• Dangers of credit card debt and the importance of smart credit card management.
• Lack of financial education in professional programs and Kristin's efforts to address this gap by speaking to graduating classes.
• The tendency in high-earning professions to associate lifestyle choices with job titles, cautioning against the financial pitfalls of trying to match the lifestyles of more experienced peers.
• The expertise of CPAs, with Kristin reflecting on her unexpected interest in tax strategy despite early perceptions of it being boring.
• Kristin’s primary service to medical professionals but clarifying that her services extend to any professional with a six-figure income seeking wealth-building strategies.

To Learn More

If you are a high-earning professional worker, especially in the medical field, you can avail of the excellent free resources on wealth and asset-building on Kristin’s website Personal Finance for Medical Professionals (strivewithkristin.com).

You can also explore being coached in effective wealth-building as a medical professional here - Get A Financial Coach (strivewithkristin.com).

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

In this episode of the Hidden Money Podcast, we meet Jay Johnson of Code 3 Assets. Cop and businessman, Jay shares his personal life experiences and insights into how to take charge of and steward what’s your own to preserve your freedom and secure your financial future.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• Jay Johnson's background, including his military service and transition to law enforcement.
• The founding of Code 3 Assets and its mission to spread financial education and preserve freedom.
• The Code 3 American community, emphasizing real financial education, wealth creation, and the mission to enrich humanity.
• Jay's personal journey of embracing his story, from hesitancy about his law enforcement background to realizing its significance.
• The inspiration behind the name "Code 3 Assets," drawing parallels to emergency response in rapidly changing situations.
• Jay's preference for real and necessary assets over derivatives in the financial world.
• The significance of tax-advantaged investments aligned with government policies for portfolio diversity.
• The impact of financial freedom on Jay's life, allowing him to thrive as a family, invest in relationships, and pursue personal growth.
• The importance of time and the shift in perspective towards human capital and life experiences, learned through Tom Wheelwright's WealthAbility program.

To Learn More

You can reach out to Jay Johnson via the email address american@code3assets.com or visit his website Join the Code 3 Assets American Community, where you can find a great selection of free resources including a #1 Amazon Bestseller Next Level Your Life. You can also get hold of the report series called S.W.A.T. Lessons Learned that you can apply to your life and business.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Or you knew you’ve got to file returns, but you had too many irons in the fire to manage it. And you let it slide.

Don’t be fooled! The IRS is NOT your friend, and there are penalties adding up every year you haven’t filed returns regardless of your reason.

In this episode of the Hidden Money Podcast, join CPAs Mike Pine and Kevin Schneider as they lay the cards out for you on the many penalties and dangers in late or non-filing of tax returns. But they provide ways and means from the tax code for you to get the work done and escape the long arm of the IRS.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The danger of late tax filing and procrastination, the implication of the statute of limitations, and the excuse of not being able to afford tax payment.
• The option of paper filing with certified receipts for confirmation of IRS receipt.
• Exploration of the preference for computer-based tax processing over human handling, emphasizing the importance of timely filing.
• Insights into installment agreements for back taxes, highlighting the impact on future refunds and the need for careful tax planning.
• Cautionary tales about clients under installment agreements missing out on refunds due to overpaying taxes.
• How to deal with incomplete details for filing back tax returns and the IRS's acceptance of reasonable estimates.
• How to prove deductible expenses when records are lost, including using bank statements and credit card statements.
• The significance of maintaining separate bank accounts for personal and business transactions to streamline expense verification.
• Discussion on the obligation to file 1099s for payments exceeding $600 and the potential consequences of not reporting income.
• Anecdote about Al Capone's imprisonment for tax-related charges rather than the more severe crimes he committed.
• Encouragement to report all income to avoid legal repercussions and the importance of tax mitigation strategies.
• The need for proactive tax filing, understanding IRS processes, and seeking assistance when required.

To Learn More

You can reach out to Mike or Kevin on their website Pine and Company CPAs - Investment Tax Strategy | Ongoing Tax Monitoring | Tax Filing (pinecocpas.com)

They would love to help you find the way of victory in your tax filing because they love to see people use the tax code responsibly as well as find financial freedom through it.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Click here to register for the webinar.

The unbelievable has happened!

Congress passed a sensible bill with big tax benefits to American families and workers.

Now, you don’t need to be biting your nails about whether you’re going to thrive or just survive in 2024. It doesn’t matter if everyone’s shouting ‘Recession!’

In this episode of the Hidden Money Podcast, join Mike Pine and Kevin Schneider, CPAs, as they unpack 2024’s Tax Relief for American Families and Workers Act to your financial benefit.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The Tax Relief for American Families and Workers Act proposed on January 16th, bringing positive changes to tax laws.
• The potential increase of bonus depreciation for two years, benefiting real estate investors and businesses.
• The significance of bonus depreciation in reducing taxes and stimulating the economy.
• The positive impact of the bill on research and development expenditures, allowing businesses to deduct them and making it retroactive to January 1st, 2023.
• Changes to the Child Tax Credit, including indexing it to inflation and making more of the credit refundable.
• The potential end of Employee Retention Tax Credit (ERTC) claims after January 30th, 2024.
• The broader economic outlook for the year, considering global recessions and challenges in various nations.
• Personal finance advice and examples, emphasizing the importance of emergency funds, budgeting, and taking inventory of financial strategies.
• A call for a proactive approach that rejects partisanship agenda to navigate the changing economic landscape and leverage potential opportunities.

To help you decode the new Tax Relief Act and understand it's benefit, we have setup a webinar on

6th February at 6pm CST. 

Click here to register for the webinar.

Thank you for listening to us!

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

In this episode of the Hidden Money Podcast, we continue to talk with Randy Crabtree of Tri-Merit Tax, whose expertise in tax credits may give you the tax-break you’ve been looking for.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The distinction between tax credits and deductions, emphasizing the significant advantage of tax credits in reducing taxes effectively.

• A detailed exploration of the Research and Development (R&D) tax credit, including the 4-part test for qualification.

• Real-world examples illustrating the broad applicability of the R&D tax credit beyond traditional high-tech sectors.

• Insights into the misconceptions around what constitutes technology in the context of R&D, with examples demonstrating that even non-high-tech businesses can qualify for the credit.

• Considerations for startups not yet making profit, regarding the R&D tax credit, with a focus on how it can offset payroll taxes.

• An overview of the substantial opportunities presented by the Renewable Energy Tax Credits.

• The user-friendly nature of renewable energy credits, with nonprofits being able to turn the credit into a tax payment, and for-profit businesses having the flexibility to offset Alternative Minimum Tax (AMT) or sell the credits.

• The interconnected opportunities arising from installing renewable energy, such as the potential for additional tax benefits like the Energy-Efficient Commercial Building Deduction Credit (179D) and the possibility of cost segregation studies.

To Learn More

If you are interested in exploring tax-credits in more detail for your business, reach out to Mike and Kevin in the link below. If you want to connect with Randy Crabtree, you can visit his website Specialty Tax Professionals | Tri-Merit and connect with his team on the Meet the Team page Meet The Team | Tri-Merit. You can also find him on LinkedIn and other social media platforms.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

How do you avoid falling into this pitfall with Employee Retention Credit (ERC) and having to return the money to the government? How do you legally qualify for and leverage tax credits?

In this episode of the Hidden Money Podcast, we talk with Randy Crabtree, tax-credit expert and founder of Tri-Merit Tax. Randy shares practical insights into ERC law and the IRS’ guiding red flags. His advice might just save you from falling prey to unrealistic claims and information on using tax credits from unqualified sources.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The significant impact of the Employee Retention Tax Credit (ERTC) during and after the COVID-19 pandemic.

• The prevalence of inaccurate claims and challenges arising from providers misleading companies about ERTC qualifications, and their consequences.

• Detailed qualifications for ERTC, including the calculation of a drop in revenue and the Safe Harbor rule.

• The confusion around the 10% rule for ERTC and the second qualification method involving government mandates.

• The announced moratorium by the IRS on processing new ERTC claims to address the backlog and inaccurate claims.

• The IRS's offer for companies to return ERTC funds with no questions asked, emphasizing specific conditions for eligibility.

• The historical context and purpose behind Congress’ balancing act, imposing challenges on businesses regarding R&D expenses.

• The complexities, recent changes and potential impact on businesses regarding the capitalization of Research & Development (R&D) expenses.

To Learn More

If you are interested in exploring tax-credits in more detail for your business, reach out to Mike and Kevin in the link below. If you want to connect with Randy Crabtree, you can visit his website Specialty Tax Professionals | Tri-Merit and connect with his team on the Meet the Team page Meet The Team | Tri-Merit. You can also find him on LinkedIn and other social media platforms.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

And the IRS will look to get what it needs.

Can you trust governments and politicians to advise your financial future?

How can you keep from losing your wealth in taxes to the IRS without breaking the law?

Well, be of good cheer. It is possible to strategize your taxes in a way that leverages off inflation and the tax code to legally allow you to keep your hard earned money rather than lose it to the IRS.

In this episode of the Hidden Money Podcast, it’s just Mike and Kevin. They share realistic views of 2024’s scenario, but they have encouragement as well as very practical advice and stories that can help you get your tax plan for 2024 up and running.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• A quick snapshot of 2024 tax changes and inflationary adjustments.and their impact on tax brackets and standard deductions.

• Considerations for itemized deductions and strategic tax planning.

• Practical tips on charitable giving, property taxes, and financial strategies.

• Strategies for optimizing estate planning and leveraging family limited partnerships.

• How to turn everyday business expenses into strategic advantages for tax deductions.

• Creative approaches to education savings accounts for children and transforming family vacations into legitimate business expenses.

• The significance of the portability election and gifting limits in estate planning for deaths.

• Insights into preserving high net worth estates and securing financial legacies by gifting.

• Actionable insights on being proactive, strategizing, and leveraging the tax code in consultation with financial experts.

To Learn More

You can reach out to Mike or Kevin on their website Pine and Company CPAs - Investment Tax Strategy | Ongoing Tax Monitoring | Tax Filing (pinecocpas.com)

They would love to help you find the financial freedom you’re working hard for and deserve.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766
Website - https://www.hiddenmoney.com/

#hiddenmoney #mikepine #kevinschneider #pinecocpas #tax #taxcode #irs #taxincentives #taxdeductions #taxfiling #cashflow #inflation #smallbusiness #entrepreneurs #entrepreneurship

Or your business is such that your payment takes time to come in, but you have expenses to front without control over your cashflow.

In the beginning, it looks like you can manage, but soon it feels like you’re running only to save yourself from falling, forget about planning for the future!

What if there is a way to gain that sweet control over your cashflow and actually plan for profit because you know exactly what is coming in and going out?

In this episode of the Hidden Money Podcast, we continue our conversation with Mel Latu, cashflow boss and bookkeeping guru, whose practical advice, strategy steps and real-life examples may just be that answer you need to gain control over your cashflow forecasting and profit building.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• Mel Latu's detailed strategies for mastering the art of cashflow management, including specific tactics for businesses of different sizes and sectors.

• Insights into the common challenges businesses face during the cash flow journey and practical advice on overcoming them.

• Real-world examples shared by Mel Latu on how turning vision into reality requires a deep understanding of the financial aspects of business growth.

• The importance of cash flow forecasting as a tool for making informed and strategic decisions, with Mel providing actionable steps.

• Exploring the secret of unlocking hidden profits through meticulous cash flow planning, with Mel offering personalized tips for businesses to maximize their financial potential.

To Learn More

If getting control over your bookkeeping and accounting cashflow is piquing your interest, you can visit Mel Latu’s website Boss Your Business | and explore the content. You can also reach out to her via the intake form there. She serves clients all over the US.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

YouTube: https://www.youtube.com/@HiddenMoneyPodcast

LinkedIn: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen to our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Did you know your business has inherent intellectual property embedded in even its simple processes?

How can you protect and leverage that intangible expertise that’s the game-changing value of your business process or product?

In this age that is transiting from real estate and industry to intellectual property, you can be on the cutting edge by learning how to leverage even the ideas and experience behind your simple business processes!

Come join us on this episode of the Hidden Money Podcast as we meet and talk with Gregory Treat, an attorney who loves to see families and businesses flourish. Greg has a wealth of knowledge and experience to tickle your interest in leveraging intellectual property.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• Gregory Treat's background and how he got into law.

• The importance of valuing intellectual property (IP) and the tax benefits associated with it.

• The distinction between goodwill and reputation versus intellectual property assets.

• Strategies for documenting and valuing intellectual property.

• The value of intellectual property in modern businesses, often surpassing the value of physical assets.

• The tax advantages of shifting from active income to passive income through intellectual property.

• The potential for significant tax savings for businesses by recognizing and leveraging their intellectual property and impact on tax bracket.

• The importance of working on the business, and how intellectual property can play a crucial role in that process.

To Learn More

If leveraging intellectual property interests you or you just want to explore it, reach out to Mike and Kevin at their website About Us - Pine and Company CPAs (pinecocpas.com) or Hidden Money Podcast to discuss it, and if it works for you, they’ll get Gregory Treat in and as a team, they’ll help you find that leverage you need.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Do worrying questions sometimes pop into your mind - Did I miss some important detail that will suck away my money? Will something unseen blindside my business? Or worse, what if someone tries to sue me?

In these volatile and uncertain times, panic attacks have become more and more common for entrepreneurs.

In this episode of The Hidden Money Podcast, we’ll ease your fears and bring you solutions by talking to legal expert on asset protection, Elizabeth Tresp of Tresp, Day & Associates, Inc. Elizabeth will help you truly understand the concealed threats behind neglecting asset protection and how to protect yourself and your business.

Disclaimer: The content of this podcast is not legal advice and is meant for educational purposes only.

In this episode, we discuss

• The critical role of irrevocable trusts in shielding your assets from legal vulnerabilities.

• Real-life stories of individuals who suffered significant financial losses due to neglecting asset protection. 

• Strategies for enhancing and diversifying your wealth portfolio through asset protection. 

• The intricacies of estate planning and how it can impact your legacy and heirs.

• Exclusive insights from Elizabeth Tresp on asset protection, including lesser-known tips. 

• Tailored legal advice for entrepreneurs, emphasizing the importance of custom solutions in asset protection.

To Learn More

You can reach out to Elizabeth Tresp on the website Tresp, Day & Associates, Inc - America's Leading Asset Protection Law Firm (trespday.com) via a contact form, call or email.

You can email Elizabeth at elizabeth@trespday.com to get the help and advice you need for protecting your assets.

You can also reach out on her other website Tresp Law, APC

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

In this episode of The Hidden Money Podcast, we talk with Scott Florida, pastor and seasoned real-estate investor with a heart for purpose-driven investing. Learn how to merge your financial goals with social impact through smart property choices.

Scott shares his amazing faith journey and expertise on identifying properties that not only generate wealth but also make a meaningful difference in underserved communities.

Disclaimer: The content of this podcast is not legal advice, but is for educational purposes only.

In this episode, we discuss

• The importance of having confidence in your investment strategies, especially when venturing into new territory like multi-family properties.

• Strategies for starting in real estate investing, including improving credit scores, saving for down payments, and seeking educational resources.

• The role of education in successful real estate investing and how it helps mitigate risks.

• The value of aligning your investment strategy with your knowledge and expertise.

• The necessity of building relationships and networks within the real estate investment community for growth.

• The significance of continuous learning and adaptation in the ever-evolving real estate market.

• The role of grit and determination in taking calculated risks and making a lasting impact.

• The relationship between risk and reward in real estate investments and the importance of understanding both sides of the equation.

• The Biblical perspective on taking risks and making a difference in the world.

• How legacy planning and creating opportunities for future generations tie into the overall investment journey.

To Learn More

You can visit Scott’s website Common Grace Capital to explore syndication and Scott’s services, and if you click the tab Education — Common Grace Capital, you can find a collection of podcasts and other resources that will provide you with all the education you need for syndication and investments.

If you want to connect with Scott personally, you can email him at scott@commongracecapital.com 

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

In this episode and Season 2 of The Hidden Money Podcast, join Mike Pine and Kevin Schneider of Pine & Company CPAs, as they explore tax and investment strategies that will help you keep more of what you earn, and even get the IRS’s help to grow your wealth!

If you thought Season 1 was amazing, wait till Mike and Kevin get into the practicals in Season 2.

Disclaimer: The content of this podcast is not legal advice, but is for educational purposes only.

In this episode, we discuss

• Snapshots into US tax history and its implications

• The importance of protecting your property through smart financial decisions

• Strategies for safeguarding your assets from unforeseen financial or legal traps

• The role of tax efficiency in building and preserving wealth

• Real examples of individuals saving significant amounts on taxes

• How to leverage tax strategies to grow your financial portfolio

• The value of seeking expert advice to ensure legality and protection in financial decisions

• The journey from being a taxpayer to becoming a wealth creator

To Learn More

If this podcast has intrigued you and you want to build an effective team around yourself, or if you need a very specific tax service and need someone knowledgeable and reliable, you can start by contacting Mike and Kevin through the Pine & Company website Pine and Company CPAs - Investment Tax Strategy | Ongoing Tax Monitoring | Tax Filing (pinecocpas.com)

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Mike Ayala, the host of the Investing for Freedom Podcast, believes that it is better to focus on what you are good at and surround yourself with people who excel in the areas you struggle. 

At just 24, he began his own construction company. Instead of trying to figure it all out on his own, he hired experts to lead and guide him. The method worked. He has since been involved with more than 2,000 projects with combined values upwards of $1 billion. He has over 22 years of experience helping people find freedom by building teams and streamlining operations.  

He is also the CEO of Velocity Venture Partners, which offers investment opportunities for busy entrepreneurs.

In this episode, we discuss:

• Mike’s favorite ways to use tax deductions to grow his business and his wealth. 

• How to stop being a wage slave and start growing wealth.

• The hidden money in mistakes. 

• Professionals every business owner needs on their wealth-building team. 

  
  

  Social Media Links

  Instagram: https://www.instagram.com/hiddenmoney.podcast/

  Facebook: https://www.facebook.com/hiddenmoney.podcast

  Youtube: https://www.youtube.com/@HiddenMoneyPodcast

  Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

  Twitter : https://twitter.com/hiddenmoney_com

  You can also listen our podcast on major podcast platforms links:

  Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

  Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

  Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

  iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

  Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

  Pocket cast - https://pca.st/9r4x6t36

  Castbox - https://castbox.fm/channel/id5413766

  Website - https://www.hiddenmoney.com/

In this episode of The Hidden Money Podcast, join legal experts Aron Phillips of Aron Phillips Law and Matt Davidson of Davidson Law Group, as they explore the world of property protection strategies, including setting up an entity. Discover how to navigate the complexities of state-specific regulations from liability concerns to tax savings, and effectively firewall your assets.

Disclaimer: This content is not legal advice and is for educational purposes only.

In this episode, we discuss

• Legal protection, liability, and ownership structures for real estate investments, especially connected to short-term rentals.

• Holding properties in LLCs, managing expenses, and using property management agreements for efficient operations.

• Challenges of conforming loan rules, need to hold property personally for a duration before transferring to an LLC.

• Navigating legal uncertainties around property ownership, mortgages, and LLC transfers while minimizing risks.

• Creating clear agreements between individuals and LLCs to define roles and property management responsibilities.

• Options like "pocket deeds" for unrecorded property transfers to achieve anonymity and asset protection.

• Seeking expert legal advice before making real estate decisions to ensure legality and protection.

• Importance of legacy planning, peace of mind, and safeguarding assets for the future.

To Learn More

Get in touch with Aron via phone (817) 903-1414 or email aphillips@aphillipslawoffice.com 

You can visit his website at The Law Office of Aron Phillips, PLLC – Fort Worth, Texas (aphillipslawoffice.com)

Connect with Matt at (817) 900-6529 and explore his expertise at Your Texas Legacy | Davidson Law Group

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

But you’re a W2 worker, and no matter what you do, you can’t stop the IRS from collecting their big due from your hard-earned money. 

Or, maybe you’ve worked hard to save and build up your dollar nest egg, but now, you don’t know how to get at it, or maybe, what to even do with it? It seems so near, yet so far.

In this podcast, we continue to talk to Kyle Gabhart of Bluegrass Legacy Group, and author of Legends Don’t Retire, and Neither Should You. Kyle helps us to understand how to slingshot strategized finances with the power of hidden money in the tax code, so that you can get that work-optional lifestyle, and hit that retirement dream spot-on, right there in your golden years.

In this episode, we discuss

• How to use a large savings amount without incurring a large tax liability and penalty

• The logic and practicality of splitting liquid net worth into pre-tax, post-tax and tax-free accounts

• How to tax-diversify to minimize liability

• How to utilize a 401(k) creatively to use money, minimize penalties and maximize long-term gains

• How to strategize finances that leverage changes in the market cycle advantageously with the tax code

• The importance of really understanding the advice of CPAs and financial advisors before making decisions

• The importance of tax education to feed your financial plans

• How to use 401(k) money to buy a business as a career second phase

• How to strategically double charitable giving to benefit others as well as to be a legal leveraging tool

• The advantages of using Roth conversions and donor-advised funds

• How to leverage IRAs with Roths for long-term financial benefits using the hidden money in the tax code

• How to put up a personal retirement financial plan using your current business

To Learn More

You can connect with Kyle at his website Bluegrass Legacy Group – Turning Lives into Legacies and find out just how you can achieve that work-optional lifestyle to pursue your retirement dream.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

Are you afraid of having to work hard all your life and never getting a break to enjoy what you’ve earned? What’s the secret to using the tax code as a legal means to keep your financial gains, so that you can keep building your financial freedom from now? Or have you had a windfall and are afraid of losing a lot of it to taxes?

In this podcast, we talk with Kyle Gabhart of Bluegrass Legacy Group, and author of Legends Don’t Retire, and Neither Should You, to get insights into how to manage your wealth to achieve your retirement dream, and create a work-optional lifestyle by gaining real financial freedom.

In this episode, we discuss

• How we’re wired to be contributive and not passive

• How retirement is not just golfing for the rest of your life

• How to view a work-optional lifestyle as an outcome of financial management

• The importance of having an advisory team to help you achieve your goals

• How to start building financial independence if you’re new to it

• How to take control of your money rather than it control you

• The importance of having a vision-driven view of your finances through budgeting

• How the services of a CPA and financial advisor work together to achieve financial goals

• How property-related revenue can partner with charitable giving to both build money as well as save taxes

• Leveraging donor-advised funds or Roth conversions, along with harvesting tax losses, to offset capital gains

• How to access and use large amounts of invested and saved capital with minimal loss by using the hidden money in the tax code

To Learn More

You can connect with Kyle at his website Bluegrass Legacy Group – Turning Lives into Legacies and find out just how you can achieve that work-optional lifestyle to pursue your passion and leave a legacy.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

What’s the secret to successful diversification? Is there a business strategy where you can cruise the long haul, but surf the wave? How do you break through to real financial freedom where you can achieve your life-long dream?

In this podcast episode, we talk with Justin Freishtat, a seasoned businessman and entrepreneur in a 36 year old body. You’ll get incredible nuggets of practical advice and insight on how to diversify, an investment approach that takes the best of conservative and aggressive styles, and practical steps to earn your freedom to pursue your dream. This is a man to listen to for his clarity and deep experience that make the opaque things of Business transparent.

In this episode, we discuss

• Why protecting your assets comes first

• A conservative-aggressive approach to investment to maximize gains and mitigate loss and tax liability

• What the heart of diversification really is

• How to diversify to protect your portfolio

• Strategies to build up your capital to be a successful investor

• Finding the profitable way to pursuing your dream

• Hedge funds as a way to ensure good gains in a difficult market

• Kerns Capital’s successful strategy of raising capital with good returns

• The importance of having CPAs to help maximize gains and mitigate tax liabilities

• Finding the hidden money in the tax code for passive and active income by balancing hedge funds and real estate investments

• The power of compounding when saving taxes

• The power of tax saving to add revenue to an investment portfolio

• Blended returns from the arrangement of hedge funds

• The inside of how high-frequency trading works

To Learn More

You can connect with Justin Freishtat on his personal website Top Tier Human

You can also visit Kerns Capital to find out more about investment opportunities, and connect to what Justin was talking about.

If you want to connect to Justin on social media, you can find him under Justin Freishtat.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

The IRS requires U.S. citizens living, working or investing abroad to pay taxes on worldwide income. Find out how to stay right with the IRS as well as find the hidden money in the foreign investment tax code.

In this podcast episode, David Kafka, founder and director of Caribbean Capital Group LLC, shares his very honest, fascinating and myth-debunking learning journey of how he moved from South Carolina to Belize with his family, and figured out how to stay right with the IRS as a U.S. citizen now living abroad for over 12 years.

In this episode, we discuss

• A misleading book’s information leading to tax evasion

• How US citizens living abroad cannot avoid filing tax returns in the US

• The streamlined process as a way with better options to true-up with the IRS on backlogs

• The historical background to Erwin Schiff’s misleading book on not paying taxes

• Belizean tax code and the way it works

• US tax calculations taking into account Belizean tax paid

• The complex tax code for US citizens living abroad and the wisdom of compliance

• The practical checks and balances to living abroad

• A comparison between owning foreign vs domestic properties

• How foreign-earned income exclusions work to provide tax credit

• Syndication as an investment opportunity in Belize

To Learn More

If you are interested in living abroad as a US citizen and would like to know more from David Kafka, you can visit his channel on YouTube Caribbean Capital Group - YouTube

You can also visit his website Caribbean Capital Group - Invest in Belize - Caribbean Capital Group to learn more about Belizean life and investment. 

If you are an accredited investor interested in investing in Belize, you can visit Placencia and Hopkins Belize Real Estate with RE/MAX 1st Choice (1stchoicebelize.com)

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus. 

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/

We’re living in a volatile, uncertain, complex and ambiguous environment, so should you start, or even continue your business plan? How can you still get 2X productivity from your business when everyone else thinks the sky is falling?

In today’s podcast, we continue to listen to the wisdom of Ross Paterson of XM Performance, as he draws from his direct experience, and walks us through these questions and more, like, what to focus on to kickstart your business plan, and how to get that win-win line-up of clients.

In this episode, we discuss

• How and why to start a new business

• What to do in the first few years of a business start-up

• What key things to invest your energy and time in to gain business traction

• The importance of having a business mission and values

• What an effective business coach is

• Why it’s important to be selective when picking clients

• How to select a win-win line-up of clients

• Why learning marketing and sales is so important

• Why leveraging your team increases productivity

• How to make your business the best place to work in

• The magic of transforming people and making money

• How to view the current volatile, uncertain, complex and ambiguous market environment

To Learn More

Visit their website XM PERFORMANCE - XM Performance to learn more about Ross Paterson and how XM Performance can help you launch a new business with long-term success, and achieve your full potential as a business owner. You can contact Ross and his team via the Contact Us tab on the website.

To access the bonus tax content mentioned in the episode, go to https://www.hiddenmoney.com/bonus. 

To start using the tax code as a tool to grow your wealth, schedule a call with Pine & Co. CPAs: https://www.pinecocpas.com/consultation

Social Media Links

Instagram: https://www.instagram.com/hiddenmoney.podcast/

Facebook: https://www.facebook.com/hiddenmoney.podcast

Youtube: https://www.youtube.com/@HiddenMoneyPodcast

Linkedin: https://www.linkedin.com/company/hidden-money-podcast/

Twitter : https://twitter.com/hiddenmoney_com

You can also listen our podcast on major podcast platforms links:

Spotify - https://open.spotify.com/show/3rmae1bpxvirzfbM571fOK?si=d2129d6ac9ec4519

Apple Podcast - https://podcasts.apple.com/us/podcast/hidden-money-podcast/id1683510065

Google Podcast - https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9kZjZmNjE2OC9wb2RjYXN0L3Jzcw

iHeart Radio - https://www.iheart.com/podcast/269-hidden-money-podcast-113479063/

Amazon Music - https://music.amazon.com/podcasts/9deef87a-307d-4767-af47-9e01bf0211f9/hidden-money-podcast

Pocket cast - https://pca.st/9r4x6t36

Castbox - https://castbox.fm/channel/id5413766

Website - https://www.hiddenmoney.com/