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003 | Level Up Your Tax Planning: In-Depth with Level 1 Tax Expert Walt Dallas

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Manage episode 395636623 series 3550022
Content provided by Patrick Lonergan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Lonergan 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.

Are you maximizing the potential of business development corporations, retirement plans, and stock ownership in your financial strategy?

In this episode, we take a look at how these can help you build a solid financial foundation.
Joining us for the discussion is Level 1 tax expert, Walt Dallas. Walt’s areas of expertise span income tax planning, estate tax planning, business succession planning, trust administration, estates, probate, estate planning, corporations, partnerships, limited liability companies, asset protection, and tax litigation.
Tune in to empower your tax planning and embark on a journey towards financial empowerment.
Key takeaways:
• Business development corporations
• Retirement plans and stock ownership
• Audit defense

Resources:

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien

  continue reading

37 episodes

Artwork
iconShare
 
Manage episode 395636623 series 3550022
Content provided by Patrick Lonergan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Patrick Lonergan 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.

Are you maximizing the potential of business development corporations, retirement plans, and stock ownership in your financial strategy?

In this episode, we take a look at how these can help you build a solid financial foundation.
Joining us for the discussion is Level 1 tax expert, Walt Dallas. Walt’s areas of expertise span income tax planning, estate tax planning, business succession planning, trust administration, estates, probate, estate planning, corporations, partnerships, limited liability companies, asset protection, and tax litigation.
Tune in to empower your tax planning and embark on a journey towards financial empowerment.
Key takeaways:
• Business development corporations
• Retirement plans and stock ownership
• Audit defense

Resources:

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O'Brien

  continue reading

37 episodes

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