Mastering Money For Moms

Tax Strategy, Alexis Sidney | Ep. 67

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Today I spoke with Alexis Sidney, EA, and with over a decade of experience steering investors toward bigger profits, she have mastered the art of maximizing returns.

As an IRS Enrolled Agent, licensed Realtor, certified tax strategist, and Profit First professional, she delivers the tax and money-saving strategies that propel portfolio growth. She excels at reducing investors' tax burdens by thousands of dollars.

She founded The Twelve Firm to streamline tax compliance and help investors achieve peak profitability. She bridges a critical gap, equipping real estate entrepreneurs with essential tools for success.


We discussed the following topics:


  1. Real estate investors can save on taxes by utilizing strategies such as qualifying for real estate professional status and taking advantage of depreciation.
  2. Having a tax strategist on your financial team is crucial for optimizing your tax situation and ensuring you're taking advantage of all available tax benefits.
  3. Regular conversations with a tax strategist, at least on a quarterly basis, can help you stay on track with your tax strategy and make any necessary adjustments.
  4. It's important to work with professionals who are knowledgeable and experienced in real estate tax strategies to ensure you're maximizing your tax savings.
  5. Even limited partners in syndications can benefit from working with a tax strategist to navigate their tax situation and explore potential tax-saving strategies.


    6. To connect with Alexis:

    Office: 678-379-2550

    Website: www.thetwelvefirm.com

    Email: [email protected]

    Instagram: a.sidney_theaccountant

    Please Like, Subscribe, and Share to promote awareness around finances and building a legacy. It helps us grow our community of financially strong homes. Thank you for listening!

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    Mastering Money For MomsBy Jennifer Barner