Heads Up Adviser

Tax Assessment For Healthcare Brokers


Listen Later

Reserve your spot for the webinar "Why Traditional Stop Loss Fails SMBs and Gets Brokers Fired" with John Sbrocco on Apr 5. >> https://virtuealliance.com/why-traditional-stop-loss-fails-smbs/

Download the special report for this episode: "HOSPITAL PRICES: UNSUSTAINABLE AND UNJUSTIFIABLE" >> https://virtuealliance.com/hospital-prices/

---

How long have you been in business?

If it's longer than a year,  your company is probably overpaying up to 30-50% in taxes.

Do you want to keep it that way, or you'd invest this money into prospecting and marketing instead?

Join John Sbrocco, Craig Lack, and our special guest James Rainwater, CPA, for the Heads Up Adviser episode: "Business Tax Assessment For Healthcare Brokers."

 

Here's what we'll cover:

✔️ Non-obvious methods of reducing taxes

✔️ Questions you should you ask your CPA

✔️ Investment and money management for your brokerage business

 

----

About James Rainwater:

After years of working for large accounting firms and roles as Controller & CFO, James opened his own firm. Now his clients benefit from time-tested, advanced strategies that most preparers have never heard of.

 

 

...more
View all episodesView all episodes
Download on the App Store

Heads Up AdviserBy John Sbrocco, Craig Lack

  • 5
  • 5
  • 5
  • 5
  • 5

5

29 ratings


More shows like Heads Up Adviser

View all
Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

576 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

225,909 Listeners

The School of Greatness by Lewis Howes

The School of Greatness

21,150 Listeners

The ShiftShapers Podcast by David Saltzman

The ShiftShapers Podcast

20 Listeners

Relentless Health Value by Stacey Richter

Relentless Health Value

235 Listeners

On Purpose with Jay Shetty by iHeartPodcasts

On Purpose with Jay Shetty

26,878 Listeners

The Happiness Lab with Dr. Laurie Santos by Pushkin Industries

The Happiness Lab with Dr. Laurie Santos

14,310 Listeners

The Next Big Idea by Next Big Idea Club

The Next Big Idea

1,272 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,266 Listeners

Accelerate Your Insurance Sales Podcast by Andy Neary

Accelerate Your Insurance Sales Podcast

45 Listeners

Self-Funded With Spencer by Spencer Smith

Self-Funded With Spencer

37 Listeners