#hazeltinellc #taxes #taxstrategy

Here we're joined again by Roger Roundy of Strategic Associates to talk tax strategies. We discuss the difference between a tax preparer (which is what most CPAs are) vs a tax strategist (someone who helps you with a long-term strategy to optimize your tax burden).

To learn more, schedule time with us here:
https://www.calendly.com/tradfinance

Contact us:
[email protected]
678-201-1629
https://www.linkedin.com/company/hazeltine-llc

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Timestamps:
0:00 Tax Preparer vs Tax Strategist
4:50 Vetting Strategies and Risk
8:25 Working With Your CPA
11:30 Dirty Dozen and Abuse Warnings
15:00 When You Need Tax Strategy
17:40 Tax deduction vs tax credit
19:35 Buying tax credits
22:05 Income tax 101
24:05 How Roger lowers his taxes
28:05 Turn personal expenses into deductions
31:50 What is an IRS audit
33:30 Gray areas in the tax code
37:35 If the IRS disallows a deduction
39:25 Put tax savings to work