Episode

660

Round Table | The Hidden Mistakes in Your Tax Return That Could Be Costing You Thousands

What's this episode all about?

Taxes are your single biggest expense, and understanding your tax return could be the key to unlocking more passive income and financial freedom. In this episode, Russ, Joey, and Anthony demystify the tax return and show how you can use it as a planning tool rather than just a filing task. They discuss why most tax professionals don’t proactively guide clients and how taking control or acting as the CEO of your taxes can reveal overlooked deductions, carryovers, and passive loss limits. They also break down real examples, showing how understanding your return can free up cash to reinvest in your business and build wealth. Your path to financial freedom starts with understanding what’s already on your tax return.

Top 3 Things
You’ll Learn

  1. Uncover opportunities for deductions and passive income growth
  2. Identify potential savings and tax efficiencies
  3. How to engage with your CPA proactively to ensure your tax strategy aligns with your financial goals

About

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