Episode 135: 47 Years of Experience Mitigating Taxes
1000Houses.com Podcast
English - October 19, 2017 11:00 - 47 minutes - 41.7 MB - ★★★★★ - 112 ratingsInvesting Business Careers entrepreneurship business marketing entrepreneur leadership realestate investing money finance interview Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Mr. Jones entered the financial services industry in 1970 and has taught the subjects of tax management and financial strategy planning since 1974.
He is a Certified Tax Coach, Chairman of the Strategy Planning Professional Advisory Council, an alliance of Tax and Estate Planning Attorneys, CPAs, Real Estate and other financial professionals, and a member of the Planned Gift Development Committee for St. Mary’s Medical Center Foundation in Long Beach, CA.
Mr. Jones is also a co-founder of the Aliso Viejo (CA) Chamber of Commerce, writes on tax planning issues and speaks extensively on this topic at public and trade association forums.
What you’ll learn about in this episode:
Why it’s important to understand and have a working knowledge of tax codes
The benefits of getting a second opinion tax diagnosis
Why you can never beat a tax credit when you’re dealing with mitigation of income taxes
The amount of money you can save for retirement if you set aside $1/day for an entire year starting at age 20 & averaging 14% average rate of return
Why inflation is our friend
What you really get when you work with a CPA or accountant
Different approaches that you can use to sell real estate or businesses
Why there is no cure-all in tax planning
How you determine whether or not something is worthy enough to purchase & is going to make a good investment
The importance of using written tax laws when it comes to tax planning
Resources:
REInvestorSummit.com/taxplan
REInvestorSummit.com/Grow
REInvestorSummit.com/PATLive
REInvestorSummit.com/coaching