OTB Wealth Podcast

OTB Wealth Podcast

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OTB Wealth Podcast episodes

  • Your Accountant May Be Missing Millions: How Smart Tax Planning Builds Lasting Wealth

    What if the biggest opportunity to build wealth as an entrepreneur isn't just how much money you make, but how much of it you actually keep? In this chat with Chad Franzen of Rise25, I unlock strategies to discover hidden deductions and start building real wealth.

    In this episode, we get into:
    • Why traditional tax preparation isn't enough and why business owners need year-round tax planning
    • The overlooked tax deductions entrepreneurs could be missing, including hiring their kids, Health Reimbursement Arrangements (HRAs), and the Augusta Rule
    • How properly structuring your business with an LLC and S Corporation election can create tax-saving opportunities
    • How strategic investments in real estate, car wash syndications, and other tax-efficient opportunities can help entrepreneurs build wealth while reducing taxes
    • Why business owners should start thinking about tax strategy before they even generate their first dollar in revenue
    • How mindset, continuing education, and surrounding yourself with the right people can transform your approach to business and financial freedom

    If you're a business owner who only thinks about taxes when it's time to file, you could be leaving significant money on the table. Whether you're looking to uncover overlooked deductions, structure your business properly, or turn your tax savings into long-term wealth, this episode will show you why a proactive strategy matters.

    20 min

About OTB Wealth Podcast

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This is the OTB Wealth Podcast, where business owners learn how to keep more of what they earn, build lasting wealth, and use the tax code strategically.