“I had to switch accountants last year… one accountant… $350,000… another said I owed $40,000… got me back $40,000… $80,000 swing.”

Frank Patilano · Ironclad Underwriting Podcast · Two Underwriters, One Deal: Why Real Estate Valuations Differ

Play from 5:27
5:27

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

Switched accountants and compared tax outcomes

$350,000 paid to IRS, $40,000 additional owed, $80,000 swing in refund

Said nearby on the same subject

“Put dividend investor where you don't have to pay taxes on those dividends every year over in those tax deferred tax-free growth accounts”
MJ
Marshall Johnson
Retire With Purpose - The Retirement Podcast ·
How they work Share this moment
“Move somewhere between 30 and 40% of every locum payment straight into your separate account the moment it lands and call it the tax account”
DR
Dev Raga
Dev Raga Personal Finance ·
Automation 30-40% Share this moment
“We don’t have to provide benefits, payroll taxes, etc., so $105/hr is comparable to a full-time admin salary.”
AD
Ashley DeSteiger
Financial Advisor Success ·
Pricing $105 per hour, $75,000 per year Share this moment
“There's always the could this have been an email… there are two reasons you have a meeting: an outcome you need or accountability.”
♫
Said on Run the Numbers
How they work Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.