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I want to go back to one thing. For most of the people out there, taxes are not some things that we discuss at the dinner table. They’re not something that you discuss with friends and family very often. Sometimes … Read more
Jason: Yes. We were looking at the numbers and one of the idea that we came up with was the qualified charitable distributions, because they’re over 70 and a half, they can give money directly from their IRA to the … Read more
People tend to look at their accountant as this guy is, he’s costing me money. He’s got to do this compliance work. It’s costing me money. I like to tell people, look at it as an income item. If you … Read more
Now you know I just want to take a step back because there was something that I didn’t want to point out as far as a strategy that may be helpful to some of your listeners. Are you familiar with … Read more
I have a question for you that I should have asked you before. Your book, “Secrets of a Tax Free Life,” is it on Audible?
No, it’s not on Audible. I coauthored this a couple of years ago with nine … Read more
Very very powerful, and I actually jotted down here about hiring your children because that is something that not a lot of people know about but is a very very effective way of reducing your tax liability.
Yes and you … Read more
Okay got it. So then, let’s take it into the book because that’s such a great way to really illustrate expertise but at the same point, being really, really helpful. You mentioned, like, The 10 Most Expensive Mistakes, and … Read more
Craig: What else do they know? Watch your expenses. Okay. It’s amazing how many times you see, and not just dentists, in any business owners. They’re not watching their expenses, and then money is disappearing. It’s easy… and it sometimes … Read more
Let’s stick on that for a second here, the business entity type. I’ll let you know how I set up my business, or at least how I was advised to set it up. I created an LLC for my business. … Read more
Craig Cody: We have 10 different strategies that we use on a regular basis. One of them we talked about is just planning. Another one is having the right entity. There’s a whole host of other things we can do … Read more
