EP 049 - A Tax Free New Years Resolution with Elizabeth Saylor Davis

The Mark Perlberg CPA Podcast

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Join us for an empowering episode with tax expert Elizabeth, as we dive into effective tax strategies and wealth growth. Elizabeth shares her expertise on maximizing savings, planning for a bright financial future, and adapting to legislative changes. We'll explore the game-changing benefits of cost segregation studies in real estate and innovative retirement strategies, positioning you as a key player in investment.

Discover how to leverage cash value life insurance policies for a tax-advantaged financial stronghold, and compare the stability of Indexed Universal Life insurance against market-based policies. This episode is for the forward-thinking entrepreneur seeking to navigate the financial landscape with confidence and aim for a tax-free 2024.

Ready to transform your financial journey? Connect with Elizabeth at 312.933.7757
If you are interested in our services or know anyone who can join the team, go email [e-mail].

Chapters

1. Maximizing Tax Savings and Future Planning (00:00:00)

2. Cost Segregation and Tax-Advantaged Investment Options (00:12:48)

3. Life Insurance for College Savings & Asset Protection (00:20:49)

4. IULs vs Market-Based Policies for Entrepreneurs (00:27:51)

5. Tax Strategies and Wealth Building Opportunities (00:35:18)

6. Creating a Tax-Free 2024 (00:46:22)