Save Thousands on Your Tax Bill, with Paul Dion
Release Date: 01/26/2022
How Strategic Engagement Makes You an Easy Yes, with Jamie Shibley
A Better Way With Real Estate
I am so thrilled Jamie Shibley joins this episode of Sell With Authority for an encore interview. Jamie is the CEO of , a strategic gifting agency that believes the key to accelerating your business growth and profitability relies on your ability to effectively nurture meaningful relationships. Also joining this episode is Hannah Roth, Mad Scientist and Strategist here at Predictive. We dive into the critical world of nurturing client relationships and the artful science behind measuring the impact of your touchpoints. Jamie brings to the table her proven spreadsheet strategy for tracking...
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3 Creative Ways to Sell Your Rental Property, with Brian O’Neill
A Better Way With Real Estate
Brian O’Neill is a real estate investor and business owner. He and his wife, Katie, have been happily married for 10 years and enjoy spending time with their son, Will. BKW Property Solutions was started to provide flexible real estate solutions for both buyers and sellers. They serve the Greater Chicagoland area and help buyers realize their dream of owning a home. When Brian and Katie experienced many of the common challenges of selling their own home many years ago, they knew there had to be a better way. That is the foundation of BKW Property Solutions, and they look forward to serving...
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Blast Through Your Money Blocks, with Dr. Amanda Barrientez
A Better Way With Real Estate
Dr. Amanda Barrientez is the founder of NFA – No Fucking Around – Money. She’s known as “The Money Healer” because of her expertise in teaching entrepreneurs, just like you, how to break through their unconscious money blocks and create MONEY CONFIDENCE that gives them the ULTIMATE FREEDOM to design their life and business on their terms. One night, when Amanda was in the depths of despair, she decided that she was willing to do whatever it took to change her reality. After going from food stamps to building a 6-figure business, Dr. Amanda’s been on a quest to teach entrepreneurs...
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Marketing Magic, with Tony Javier
A Better Way With Real Estate
Tony Javier is the owner of an INC 5000 Real Estate Investment Company. He has been investing in Real Estate since 2001 and has done close to 1,000 flips. Since Tony has automated his Real Estate Investing business, he concentrates his time on helping Real Estate Investors through his Masterminds, Gap Funding, and TV Program that shows real estate investors how to grow their business through TV commercials. What you’ll learn about in this episode: How Tony got his start in real estate investing Some of the mistakes Tony made in his first ten years in business, and how you can avoid them Why...
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Why Having a Mentor Accelerates Your Success, with Mike Simmons
A Better Way With Real Estate
Mike Simmons is an entrepreneur, 7 figure real estate investor, and partner in one of the country’s largest real estate mentorship and mastermind companies. As the master of taking strategic risks, he coaches others to do the same to allow them to become unstoppable with his 7 Figure Investor system. Mike has personally worked with hundreds of entrepreneurs to take strategic risks that have paid off. Mike has shared the stage with Gary Vaynerchuck, Ryan Serhant, and Russell Brunson, among others. He’s been featured in Business Insider Magazine and produces and hosts the podcast Just Start...
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Self-Directed Retirement Accounts Explained, with Clay Malcolm
A Better Way With Real Estate
Clay has been in the self-directed IRA and 401(k) industry since 2011, both as an educator and investor. He combines his 20+ years of education experience and his expertise in self-directed account strategies to educate clients, CPAs, CFPs, and real estate professionals on the benefits of self-direction. Clay holds the designation of Certified IRA Services Professional (CISP) and has served on the American Bankers Association IRA steering committee. He received his Bachelor of Science degree in Communications from Northwestern University. What you’ll learn about in this episode: What...
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Navigating Home Insurance Policies, with Ken Anderson
A Better Way With Real Estate
Ken Anderson is originally from Mattoon, Illinois, and graduated from Illinois Wesleyan University with a degree in Business Administration with a Minor in Insurance. He started with State Farm® in 1987, just two weeks after leaving college, and has been with the company for 35 years. Ken started his career in Claims and Operations, where he worked for 27 years. He then moved into a role as a Claim Specialist and ascended into a management position where he spent the following 16 years. Ken opened his own agency in Tinley Park eight years ago. What you’ll learn about in this episode: Why...
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Is Self-Storage a Recession-Proof Investment?, with Jay Bowman
A Better Way With Real Estate
Jay Bowman is the co-founder of Beyond Storage, and he currently leads the finance, acquisition, and marketing departments. Jay has been an active real estate investor since 2001, and has been a real estate broker in multiple states. His experience has led to him having extensive knowledge in evaluating and purchasing real estate investments, and he personally holds a large portfolio of residential and commercial assets. Jay has two children with his wife, Jacquelyn, and currently resides in Kentucky. What you’ll learn about in this episode: How Jay’s career evolved from purchasing and...
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How a Home Warranty Can Save You Money, with Adam Perkins
A Better Way With Real Estate
Adam has been a District Sales Representative with Home Warranty, Inc. serving Illinois, eastern Iowa, and eastern Missouri for the past 11 years. He greatly enjoys the many friendships he has fostered throughout his career, and he takes great pride and responsibility in providing the highest level of service to each of his clients. Adam has a background as a licensed real estate agent and home builder, and he thoroughly enjoys working in the industry and helping people protect their investments! Adam is married to Ellen (Elli) and has three children – Sam (19), Mae (17), and Teddy (9). He...
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How Does Seller Financing Work?, with Brian O’Neill
A Better Way With Real Estate
Brian O’Neill is a real estate investor and business owner. He and his wife, Katie, have been happily married for ten years and enjoy spending time with their son, Will. BKW Property Solutions was started to provide flexible real estate solutions for both buyers and sellers. They serve the Greater Chicagoland area and help buyers realize their dream of owning a home. When Brian and Katie experienced many of the common challenges of selling their own home many years ago, they knew there had to be a better way. That is the foundation of BKW Property Solutions, and we look forward to serving...
info_outlinePaul Dion operates a New England Regional CPA practice specializing in proactive tax planning for business owners across the US. Paul is also an author and speaker and has written books on tax strategies for real estate agents and investors and other books for Dentists and Chiropractors; and is available for speaking to groups about strategies designed to save the audience thousands of dollars.
Paul has been planning and preparing returns for small businesses and real estate agents for more than 25 years. In his private practice, he has helped businesses recover $3,000 to $7,000 or more in wasted tax dollars in a single year and has saved some companies as much as $25,000 per year in wasted tax dollars. Paul specializes in helping small businesses keep more of their hard-earned money.
Paul is a regular contributor to Real Estate Talk Boston and provides regular articles to the New England Real Estate Journal. He is enthusiastic about the challenge of helping clients manage their personal and business financial matters with tax services and beyond. In addition to proactive tax preparation and planning, Paul continues to identify financial resources he can provide or recommend to enhance his clients’ wealth.
What you’ll learn about in this episode:
- Why current tax law favors business owners and people who own real estate
- Why tax planning and strategy are critical to keeping as much of your money as you can
- Why software tax packages mean you miss opportunities, and why hiring a professional CPA pays off
- Some of the top strategies that Paul recommends people implement to help you pay less tax
- The requirements are to be considered a real estate professional and how to take advantage of possible tax deductions available
- The difference between active tax and passive tax activities and how some popular passive strategies work
- How you can buy a rental property yet never have to pay a penny of tax on it
- What a 1031 Tax Deferred Exchange is and the steps you need to take to make it work for you
- Unique tax implications for people selling using owner financing
- Tax rules for selling your primary residence and how you can make them work for you if you’re planning to refurbish or flip property
- How W2 employees working from home can take advantage of their situation and save money
- How Paul’s book Real Estate Invest Tax Guide and his 5 Step Program can help you improve your financial literacy
Resources:
- Website: www.smarttaxadvisor.com
- Facebook: https://www.facebook.com/PaulDionCPA/
- Linked In: www.linkedin.com/in/pauldioncpa