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SERIES HIGHLIGHT: The Importance of Having a Tax Professional on Your Long Distance Investing Team - Larry Pendleton

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Manage episode 398275542 series 2709910
Content provided by Billy Keels. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Billy Keels or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Going Long Podcast SERIES HIGHLIGHT Episode390: The Importance of Having a Tax Professional on Your Long Distance Investing Team

( To see the Video Version of today’s conversation just CLICK HERE. )

In the conversation with today’s guest, Larry Pendleton you’ll learn the following:

  • [00:35 - 03:30] Show introduction with comments from Billy.
  • [03:30 - 08:03] Guest introduction and first questions.
  • [08:03 - 16:38] The backstory and decisions made that led Larry to this point in his journey.
  • [16:38 - 24:39] What Larry means when he says it’s “the Game” when it comes to accounting and Tax, and how you can know the rules and play this game right!
  • [24:39 - 30:43] Larry explains the difference between someone who files your taxes and someone who helps you with your tax planning, and why having one of these individuals on your investing team will be of real benefit.
  • [30:43 - 34:40] Some of the things you should consider from a Tax perspective when looking to invest out of State or to invest long distance in general.
  • [34:40 - 40:50] The questions that you need to ask to work out whether a Tax professional is going to be a good fit for you in regards to getting you to the place you want to be in the future.

Here’s what Larry shared with us during today’s conversation:

  • Where in the world Larry is based currently: Norfolk, Virginia.
  • The most positive thing to happen in the past 24 hours: Larry had a deep and reaffirming conversation with his wife which they both really got a lot from!
  • Favourite place in Europe: Florence, Italy.
  • A mistake that Larry would like you to learn from so that you don’t have to pay full price: Make sure to truly focus on your strengths! Don’t personally take on things that are not your forte.
  • Book Recommendations: Who Not How, by Dan Sullivan https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151

Be sure to reach out and connect with Larry Pendleton by using the info below:

To see the Video Version of today’s conversation just CLICK HERE.

How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI

Start taking action TODAY so that you can gain more Education and Control over your financial life.

Be sure to connect with Billy! He’s made it easy for you to do…Just go to any of these sites:

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 398275542 series 2709910
Content provided by Billy Keels. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Billy Keels or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Going Long Podcast SERIES HIGHLIGHT Episode390: The Importance of Having a Tax Professional on Your Long Distance Investing Team

( To see the Video Version of today’s conversation just CLICK HERE. )

In the conversation with today’s guest, Larry Pendleton you’ll learn the following:

  • [00:35 - 03:30] Show introduction with comments from Billy.
  • [03:30 - 08:03] Guest introduction and first questions.
  • [08:03 - 16:38] The backstory and decisions made that led Larry to this point in his journey.
  • [16:38 - 24:39] What Larry means when he says it’s “the Game” when it comes to accounting and Tax, and how you can know the rules and play this game right!
  • [24:39 - 30:43] Larry explains the difference between someone who files your taxes and someone who helps you with your tax planning, and why having one of these individuals on your investing team will be of real benefit.
  • [30:43 - 34:40] Some of the things you should consider from a Tax perspective when looking to invest out of State or to invest long distance in general.
  • [34:40 - 40:50] The questions that you need to ask to work out whether a Tax professional is going to be a good fit for you in regards to getting you to the place you want to be in the future.

Here’s what Larry shared with us during today’s conversation:

  • Where in the world Larry is based currently: Norfolk, Virginia.
  • The most positive thing to happen in the past 24 hours: Larry had a deep and reaffirming conversation with his wife which they both really got a lot from!
  • Favourite place in Europe: Florence, Italy.
  • A mistake that Larry would like you to learn from so that you don’t have to pay full price: Make sure to truly focus on your strengths! Don’t personally take on things that are not your forte.
  • Book Recommendations: Who Not How, by Dan Sullivan https://www.amazon.com/Who-Not-How-Accelerating-Teamwork-ebook/dp/B0867ZJ151

Be sure to reach out and connect with Larry Pendleton by using the info below:

To see the Video Version of today’s conversation just CLICK HERE.

How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI

Start taking action TODAY so that you can gain more Education and Control over your financial life.

Be sure to connect with Billy! He’s made it easy for you to do…Just go to any of these sites:

  continue reading

101 episodes

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