Tax planning isn’t a once-a-year task—it’s a year-round, strategic process that goes far beyond just filing with a CPA. Many business owners and high-income earners procrastinate on their taxes because they feel overwhelmed by the mounting pressure leading up to deadlines. After each tax filing or quarterly payment, they may feel brief relief, only for the pressure to build again for the next deadline. 

With proactive, year-round tax planning, that cycle of stress is eliminated. Our members experience peace of mind, knowing they have a plan in place that reduces their tax burden and ensures they’re prepared well before deadlines hit.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

In this episode, we dive into the first step of our process, which we call our Cash Flow Recovery conversation. This powerful tool, developed by Terra Firma founder, Bob Wolf, gives you a clear estimate of what your true tax obligation should be.

By reviewing your income and pinpointing your actual lifestyle expenses, we uncover the taxes you’re paying that you don’t need to be. Tune in to discover how we calculate your “fair share” of taxes and guide you toward paying only what you owe - and nothing more.

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Check out Bob’s other channel Asset Coach & Tax Strategist: https://www.youtube.com/@assetcoachtaxstrategist9468

🔥 Tune in today for practical tips on how fast decisions can create big wins.

 We all settle for things that frustrate us - often without realizing it. But what if you could break free from indecision and start solving the problems that hold you back? In this episode, we dive into how to recognize the things you can change and find the courage to actually change them, especially when it comes to the pain of overpaying on taxes. We’re here to make that process simple, but it starts with one key action: deciding to move forward.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/

It’s a question we get often: If I start paying less in taxes, won’t I get audited?

It’s a natural fear, but it’s one that’s often unfounded, especially when you have a strategic tax plan in place, which includes reasoning and documentation behind everything within it.te

Join us for this episode and learn about the steps you can take to lower your risk of an audit. 

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

In this episode we look at the pros and cons of a Defined Benefit Plan for doctors. 

This strategy comes up a lot as a way to save on taxes, but whether it’s the best option for you depends on your unique situation. Listen in and learn how to assess whether it’s the right move for you.

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Check out Bob’s other channel Asset Coach & Tax Strategist: https://www.youtube.com/@assetcoachtaxstrategist9468 

A few weeks ago we created an episode featuring our answers to the top 5 questions we get most often from prospective members -  and it was a hit!

Today we continue the Q&A with 5 more FAQs.

We understand the natural skepticism that comes with considering a new financial team, and when following a different path you haven’t gone down before.

The way we work and the strategies we recommend for our members are usually not what people are accustomed to, because they’ve never worked with a tax planner before. They’ve only worked with an accountant - and tax strategy isn’t usually an area of specialty for them, since it’s not their job.

Of course, if you want different results, you have to do something different. Our goal with these episodes is to ease the doubt and fear that comes with this new information and potential path - a path that leads to significant tax savings and peace of mind. 

These are the questions we cover in today’s episode:

00:00-1:39 Intro  
1:40-6:49  How active are you in actually implementing my tax plan?
6:50-14:01 I’m very busy. How much time is involved on my end? 
14:02-29:14  Is everything you do legal? 
29:15- 43:23If you can save me so much on taxes why isn’t everyone doing this?43:24-52:09  Are you a CPA? Why didn’t you go that route?

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi


Check out our must reads and purchase them here #ad : 

https://www.terrafirmaconsultant.com/must-reads/

In today’s episode, Bob, Joe and Erin each share the top three personal development books that have had the biggest impact on them. Having read countless books over the years, it wasn’t easy narrowing it down - but they did it. Listen in as they share their top takeaways from each book. Whether you’re a seasoned reader or just starting your personal growth journey, you’re sure to find valuable insights and inspiration in their recommendations.

Check out our must reads and purchase them here #ad :
https://www.terrafirmaconsultant.com/must-reads/

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi 

Buy Bob’s new book Farming Assets:

https://bit.ly/FarmingAsset

Buy Bob’s book Economic Termites:

https://bit.ly/EconomicTermite

Today we talk about the steps that high-earning W2 doctors can take to dramatically lower their tax burden. 

 If you’re a doctor who’s frustrated by your high tax bill, and your accountant has told you that there’s not much to be done, or if you think that those high taxes are simply inevitable as your success grows, you won’t want to miss this episode.

 Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Buy Bob’s new book Farming Assets:

https://bit.ly/FarmingAsset 

Buy Bob’s book Economic Termites:

https://bit.ly/EconomicTermite

Today we’re answering the 5 most common questions we get asked from prospective members. We understand the natural skepticism that comes with considering a new financial team, and when following a different path you haven’t gone down before.

The way we work and the strategies we recommend for our members are usually not what people are accustomed to, because they’ve never worked with a tax planner before. They’ve only worked with an accountant - and tax strategy isn’t usually an area of specialty for them, since it’s not their job.

Of course, if you want different results, you have to do something different. Our goal with this episode is to ease the doubt and fear that comes with this new information and potential path - a path that leads to significant tax savings and peace of mind.

 
These are the questions we cover in today’s episode:

2:25 Won’t it increase my audit risk if I’m suddenly paying way less in taxes?

4:54  (Bonus follow-up question)  If I DO get audited, will you be with me through it?

14:44 How are you different from my CPA?

20:51 Why doesn’t my CPA or tax attorney know these things?

26:19 Can I talk to some of your members?

31:59 How do I know what you’re saying will happen come tax time will actually happen?

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

🔍 Today we share how you can improve your decision-making process and where we commonly see doctors struggle. 

More businesses struggle with indecision than bad decisions. Many high-performance people struggle with speed of implementation which is the speed at which someone can learn a new concept/opportunity and the speed at which they are able to make the decision and execute. Most people over analyze decisions and that process doesn’t serve you well. Today we go over what is your process for making decisions currently and how can we come up with a process to make decision making more efficient. 

Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

Learn more about how we can help you: https://www.terrafirmaconsultant.com/

Buy Bob’s new book Farming Assets:

https://bit.ly/FarmingAsset

 Buy Bob’s book Economic Termites:

https://bit.ly/EconomicTermite