Learn the 6 most overlooked advanced tax strategies used by the wealthy before end of the year to make sure you keep as much money from the government as legally possible before 2026. Our guest is Roger Roundy, the CEO of Strategic Associates, a team of tax professionals committed to helping high income earners only pay what their legally supposed to and not a penny more.
Want to Pay Less Taxes to the Government this Year? Connect with the Strategic Associates Team:
Book a Call: https://bttr.ly/strategic-associates
Email: support@strategicag.net
Join the Waitlist for the Tax and Assets Community: https://taxandassets.com
Want Us to Review Your Current Tax Strategy? Click Here: https://betterwealth.com/tax
Intro - 0:00
End-of-Year Tax Planning for Business Owners - 1:39
Pay as Little Taxes to The Government as Possible - 4:30
Why You Need Advanced Tax Strategies - 6:58
What Everyone Needs to Know About Taxes - 10:52
Understanding 77,000 Pages of the Tax Code - 12:09
4 Categories of Advanced Tax Strategies - 13:09
How Low Should You Keep Your Income? - 18:11
What is the Risk of Being Audited by the IRS? - 22:35
How Many Clients of Yours Have Been Audited? - 26:41
We Can't Talk About This on Youtube - 30:15
6 Advanced Tax Strategies Explained - 32:45
The Carry-Forward Losses Strategy - 34:41
Tax Code 704B Deferral Strategy - 39:06
The Difference Between Deferral & Mitigation - 40:10
The "Donation" Volume Strategy - 44:00
Depreciation, Leverage, & Trusts Strategy - 48:39
Solar Energy Tax Strategies - 52:53
Tax Code 831B | Captive Insurance - 57:00
How to Connect - 1:02:46
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DISCLAIMER: https://bttr.ly/aapolicy
*This video is for entertainment purposes only and is not financial or legal advice.
Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
