Taxes are one of the biggest investments that individuals and businesses make, and often they can take a significant chunk out of your income and profits. But what if there was a way to pay less in taxes and use those savings to invest in your future?
On today's episode of Tech Careers and Money Talk, we sit down with Greg O'Brien and John Malone of Anomaly CPA, who are on a mission to help small businesses and high-net-worth individuals optimize their tax planning strategies. With their combined expertise in accounting and law, Greg and John are able to offer premier tax planning services and leverage technology to streamline the process for their clients.
Join us as we explore how Anomaly CPA is changing the game with their innovative approach to tax planning and helping clients build a financial fortress for themselves and their families. Greg and John enable small businesses and high-net-worth individuals to combine premier tax planning services and leveraging technology to streamline and make the process effortless.
In this episode, you will hear:
The tax code as the book of laws
How to avoid the surprise of taxes
The three types of income
1202 stock: The tax break every startup investor should know about
The gold standard for tax strategy
How to write off short-term rentals
How to qualify as a real estate professional and reduce your tax burden
Here's the play by play
Welcome to episode #5 of Tech Career Talk. 0:56
How he got started in real estate - 4:51
How Greg’s legal background led him to become a CPA and how he got into tax strategy 9:01
The importance of having a holistic approach to tax planning 12:55
What are strategies that are available today for people to lower their tax burden? 18:46
If you’re investing in a startup, you need to be aware of Section 1202. 23:32
How to become a real estate professional - 28:10
What is a cost segregation study? - 32:52
The current tax benefits for green energy 36:56
What is Greg’s vision for the future of tax planning? 42:11
Podcasts as a way to recharge 48:18
More About John and Greg :
Anomaly CPA - https://www.anomalycpa.com/
John Malone - https://www.linkedin.com/in/john-malone-019ba827/
Greg O'Brian - https://www.linkedin.com/in/greg-o-brien-cpa-88a3472b/
