Earmark Podcast | Earn Free Accounting CPE

Beyond the Tax Hacks: Why Implementation Trumps Theory with Jasmine DiLucci


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Ever wondered why there's so much questionable tax advice circulating on social media? In this eye-opening episode, Blake Oliver sits down with Jasmine DiLucci, a rare triple-threat professional - attorney, CPA, and enrolled agent with nearly 500,000 YouTube subscribers.

Jasmine pulls back the curtain on why tax misinformation spreads like wildfire online and reveals the number one reason tax strategies fail (even legitimate ones): poor implementation and documentation. Through her journey from taking over her parents' small practice to building a multi-million dollar firm, she shares hard-earned wisdom about scaling a tax practice and finding team members who can uphold your standards.

You'll discover how Jasmine unexpectedly found that her social media presence attracted not just clients, but exceptional talent to her firm. She also provides practical insights on tax resolution work, dealing with the IRS, and resources that can help tax professionals level up their expertise. Whether you're a tax practitioner looking to grow or a business owner wanting to avoid tax pitfalls, this conversation delivers valuable takeaways that could save you thousands in an audit.

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Chapters
  • (00:00) - Introduction to Jasmine DiLucci
  • (01:25) - The Rise of Tax Misinformation
  • (05:34) - Challenges in Tax Law and IRS Audits
  • (08:38) - Jasmine's Practice and Clientele
  • (12:22) - The Importance of Proper Tax Documentation
  • (29:11) - Leveraging Social Media for Tax Education
  • (31:38) - Inspiration from Family
  • (32:28) - Early Exposure to Tax Profession
  • (34:15) - Taking Over the Family Business
  • (35:49) - Scaling the Firm & the Power of Social Media
  • (42:32) - Building a Strong Team
  • (50:33) - Technology Stack
  • (51:48) - Conclusion and Community
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    Connect with Our Guest, Jasmine DiLucci

    LinkedIn: https://www.linkedin.com/in/jasminedilucci/
    Twitter: https://twitter.com/DiLucciCPA
    Facebook: https://www.facebook.com/diluccicpas
    Instagram: https://www.instagram.com/diluccicpa
    TikTok: https://www.tiktok.com/@diluccicpa

    Learn more about DiLucci CPA Firm

    https://dilucci.com/

    Connect with Blake Oliver, CPA

    LinkedIn: https://www.linkedin.com/in/blaketoliver
    Twitter: https://twitter.com/blaketoliver/

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    Earmark Podcast | Earn Free Accounting CPEBy Blake Oliver, CPA

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