))
27: Unlocking Financial Freedom: Strategies to Lower Taxes with David Perez
Manage episode 420079426 series 3532673
Content provided by Yair Klyman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yair Klyman 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.
This week's episode features David Perez, a tax strategist, who shares real-life strategies to help people lower tax liabilities and build wealth. He emphasizes the importance of finding the right professionals who are ambitious and have the desire to help you achieve your financial goals. Perez discusses the three layers of tax (income tax, capital gains tax, and estate tax) and the need for tax-favored investments to build wealth. He also highlights the fear of making mistakes and the importance of surrounding yourself with a board of advisors.
82 episodes
Share
