Big Wins
About this episode
Mike Pine and Kevin Schneider discuss significant tax savings achieved for clients through proactive tax planning.
Most people think tax savings are reserved for the ultra-wealthy. In this episode, Mike Pine and Kevin Schneider pull back the curtain on their biggest client wins from this filing season: real numbers, real strategies, and a clear picture of what proactive tax planning can do for high earners who are willing to be proactive and start before December. If you want to save, like the taxpayers we mentioned in this episode, reach out today! 🔗 https://www.revotaxpayer.com/consultation?utm_source=revo-taxpayer&utm_medium=linkedin&utm_campaign=s4e15-big-wins&utm_content=show-notes Connect With Us Website: https://www.revotaxpayer.com/ Facebook: https://www.facebook.com/revotaxpayer/ Instagram: https://www.instagram.com/revotaxpayer/ LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy YouTube: https://www.youtube.com/@HiddenMoneyPodcast Chapters [00:00:00] Introduction — What is proactive tax planning, and why does it matter more than tax preparation? [00:01:23] Big Wins by the Numbers — Mike reads through the top-15 client savings list from this season, with the lowest win coming in at over $100,000. [00:06:51] Why You Need a Tax Strategist, Not a Tax Preparer…
People in this episode
Hosts: Mike Pine, Kevin Schneider
Topics covered
- tax savings
- proactive tax planning
- high earners
- client wins
- tax strategies
Keywords
- tax savings
- proactive tax planning
- high earners
- client wins
- tax strategies
- IRS
- HVAC
Mentioned in this episode
Organizations: Revo Taxpayer, IRS, HVAC
More episodes of Hidden Money Podcast
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- What I Would Tell My Young Investor Self 10 Years Ago
- Let the IRS Help Pay for Your Family's Travel
- Tax Planning and Tax Preparation: What's the Difference?
- Tax savings does not always mean a refund
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