● 53 min watch

Tax Savings 101: Strategies to Keep More of What You Earn

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Here’s What You’ll Learn

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Choosing a CPA Wisely

Learn what makes a great CPA, how to interview potential advisors, and ensure you have the right partner for tax efficiency.

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Essential Tax Oversight

Understand the critical tax processes your CPA should manage, and how to oversee their work without needing deep tax knowledge.

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Big-Picture Tax Strategies

Discover high-level approaches to optimize your tax position, from income planning to effective deduction strategies, ensuring you keep more of your hard-earned revenue.

Have a look at our masterclass summary

In this insightful masterclass, Dr. Josiah and Adam Rundle explore actionable strategies for minimizing tax liability and maximizing total profitability.

Key Highlights:

1. The Role of Strategic Tax Advisors

  • Selecting the right tax advisors is crucial for identifying opportunities to reduce tax burdens effectively.
  • Proactive tax planning should be a year-round effort, not a last-minute scramble.

2. Tax Strategies for Businesses

  • Leveraging deductions and credits specific to your industry can significantly impact your bottom line.
  • Implementing forward-looking tax strategies helps align financial goals with regulatory compliance.

3. Reinvestment for Growth

  • Reinvesting in personal and business development can amplify profitability over time.
  • Strategic spending on education, technology, and team growth fosters long-term success.

4. Exploring Real Estate Investment

  • Real estate can provide both tax advantages and additional income streams.
  • Careful planning ensures these investments align with your broader financial strategy.

5. Personalized Guidance

  • The session included tailored advice, addressing participants’ financial concerns.
  • Recommendations for CPAs and customized financial planning were shared to support long-term profitability.

Leave with practical tools to strengthen your financial health through informed decision-making and proactive planning. For ongoing support, consider Lucro’s tailored bookkeeping and profit-maximization services to keep your business thriving year-round.

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