This holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings.

The Concierge CPA

With Jackie Meyer

For CPA Trendlines

 As Americans celebrate independence, a lesser-known federal tax credit tied to Native American tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it. 

• More Jackie Meyer

On this special Independence Week episode of The Concierge CPA podcast, host Jackie Meyer, CPA, sits down with Chad Koebnick, vice president of Specialized Tax Services at Nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“This is one of those once-in-a-decade strategies,” says Meyer. “But it’s new, and with that comes skepticism. That’s why we brought in Chad to break it all down.”