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Tax Hacks the IRS Doesn’t Want You to Know with Tax Attorney Sam Bruntz

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Manage episode 473278701 series 3536562
Content provided by Joshua Condado, Colin Davis, Jennifer Davis, Joshua Condado, Colin Davis, and Jennifer Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua Condado, Colin Davis, Jennifer Davis, Joshua Condado, Colin Davis, and Jennifer Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Buckle up, because in this episode of Investing RN, Colin and Josh sit down with tax attorney Sam Bruntz to uncover the sneaky ways you're probably overpaying Uncle Sam. Ever wondered what the difference is between a CPA and a tax attorney? Or if you can write off that "business" golf trip? Sam spills the beans on tax loopholes, audit nightmares, and the fine line between "gray area" and "prison".

Oh, and don't even think about putting your toddler on payroll unless you want the IRS knocking at your door. 🚨😂

Topics Covered:

✅ CPA vs. Tax Attorney: Which one do you really need? 🤔

✅ Can you expense your questionable business trips? 🌴🏌️

✅ Why NOT to put your kids on payroll (unless they actually work) 👶💼

✅ The biggest tax mistakes people make (and how to fix them) 📉

✅ The real deal with HSAs, IRAs & Roths 💰

✅ What actually happens if you get audited? (Hint: it’s not fun) 🕵️

✅ And of course... some spicy real estate tax strategies! 🏡🔥

🔗 Guest Info:

📩 Sam Bruntz Contact: [email protected]

📸 Instagram: @sbruntz_

Timestamps:

00:00 Intro & Who is Sam Bruntz?

05:30 CPA vs. Tax Attorney: What’s the Difference?

10:45 Can You Expense a Golf Trip? (Asking for a friend...)

15:20 The Gray Areas of Business Expenses 🤨

20:55 What Happens if You Get Audited? 😬

25:40 How to Save on Taxes with Retirement Accounts

28:25 Final Five: Sam's Best Tax & Investing Advice

33:40 Where to Find Sam & Closing Thoughts

Be sure to follow us on instagram here

Subscribe to our YouTube channel here

Click the link, share your contact details, and we'll help you get started on your investment journey. Start now!

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 473278701 series 3536562
Content provided by Joshua Condado, Colin Davis, Jennifer Davis, Joshua Condado, Colin Davis, and Jennifer Davis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joshua Condado, Colin Davis, Jennifer Davis, Joshua Condado, Colin Davis, and Jennifer Davis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Buckle up, because in this episode of Investing RN, Colin and Josh sit down with tax attorney Sam Bruntz to uncover the sneaky ways you're probably overpaying Uncle Sam. Ever wondered what the difference is between a CPA and a tax attorney? Or if you can write off that "business" golf trip? Sam spills the beans on tax loopholes, audit nightmares, and the fine line between "gray area" and "prison".

Oh, and don't even think about putting your toddler on payroll unless you want the IRS knocking at your door. 🚨😂

Topics Covered:

✅ CPA vs. Tax Attorney: Which one do you really need? 🤔

✅ Can you expense your questionable business trips? 🌴🏌️

✅ Why NOT to put your kids on payroll (unless they actually work) 👶💼

✅ The biggest tax mistakes people make (and how to fix them) 📉

✅ The real deal with HSAs, IRAs & Roths 💰

✅ What actually happens if you get audited? (Hint: it’s not fun) 🕵️

✅ And of course... some spicy real estate tax strategies! 🏡🔥

🔗 Guest Info:

📩 Sam Bruntz Contact: [email protected]

📸 Instagram: @sbruntz_

Timestamps:

00:00 Intro & Who is Sam Bruntz?

05:30 CPA vs. Tax Attorney: What’s the Difference?

10:45 Can You Expense a Golf Trip? (Asking for a friend...)

15:20 The Gray Areas of Business Expenses 🤨

20:55 What Happens if You Get Audited? 😬

25:40 How to Save on Taxes with Retirement Accounts

28:25 Final Five: Sam's Best Tax & Investing Advice

33:40 Where to Find Sam & Closing Thoughts

Be sure to follow us on instagram here

Subscribe to our YouTube channel here

Click the link, share your contact details, and we'll help you get started on your investment journey. Start now!

  continue reading

96 episodes

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