Get Yourself Optimized®

168. Outside-The-Box Tax Strategies with Mike Packman


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The best time to plant an oak tree was twenty years ago. The second-best time is now. Tax planning is like that. We're already at the tail end of the year and now is the time to figure out how to shelter your hard-earned money from taxes. January 1st will be too late. No one gets excited about doing their taxes, but this episode is going to be very exciting because it will reveal tax strategies that you've never heard of but that you're going to want to hear. You'll learn how to defer and reduce your taxes with the help of our guest, Mike Packman. Mike has a long history in the finance industry and is the Founder of Keystone National Properties, a contributor to New York Real Estate Journal, Chairman of the C-Suite Network Specialty Tax Council and the Co-founder of Bundlefi. Get ready to kick back and settle in as Mike shares some outside-the-box tax strategies. All the standard disclaimers apply. Your mileage will vary. This episode should not be considered financial advice. Consult your accountant and attorney before making investment decisions. Now, let’s get on with the show.

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