Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth.
00:00 Introduction
00:43 Charitable Tax Strategies
02:50 Stock Donation Benefits
04:12 Maximizing Charitable Tax Benefits
06:12 Separating Charitable and Personal Causes
08:23 Balancing Tax Strategies & Impact
10:45 Managing Income & Losses
12:34 Tax Challenges for High Earners
14:56 Tax Reduction Strategies
17:30 Difficulty in Income Offset
20:02 Leveraging Tax Brackets
21:45 Integrating Tax & Wealth Building
23:38 Balancing Tax & Wealth Creation
29:05 Ideal Clients for Tax Services
31:00 Strategies for Excess Cash
33:15 Tax Planning for Business Owners
35:02 Aligning Tax Strategies with Goals
37:20 Addressing Risk in Investments
39:05 Balancing Tax Benefits & Risks
41:10 Tax Strategies in Wealth Accumulation
43:25 Integrating Tax in Financial Planning
45:00 Conclusion & Final Thoughts
46:30 Contacting Laura Dohanes & My CPA Pro
Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are All Using https://www.cashprofitpower.com/optin
Connect with Laura Dohanes on LinkedIn https://www.linkedin.com/in/lauradohanes/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
