Episode Summary

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-associatesEmail: support@strategicag.net Join the Waitlist for the Tax and Assets Community: https://taxandassets.comWant Us to Review Your Current Tax Strategy? Click Here: https://betterwealth.com/taxIntro - 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 - 6:58What Everyone Needs to Know About Taxes - 10:52Understanding 77,000 Pages of the Tax Code - 12:094 Categories of Advanced Tax Strategies - 13:09How Low Should You Keep Your Income? - 18:11 What is the Risk of Being Audited by the IRS? - 22:35How Many Clients of Yours Have Been Audited? - 26:41We Can't Talk About This on Youtube - 30:156 Advanced Tax Strategies Explained - 32:45 The Carry-Forward Losses Strategy - 34:41Tax Code 704B Deferral Strategy - 39:06The Difference Between Deferral & Mitigation - 40:10The "Donation" Volume Strategy - 44:00 Depreciation, Leverage, & Trusts Strategy - 48:39Solar Energy Tax Strategies - 52:53 Tax Code 831B | Captive Insurance - 57:00How to Connect - 1:02:46______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================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.
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