Your CPA Has Never Read the Tax Code. Here's What That's Costing You | Joe & Joshua (E017)

New Beyond the Bottom Line just dropped and this one's specifically for the US members.

https://youtu.be/fDHaQqSj6t8?si=7553A-tt37QsGL0X

I sat down with @Joseph Eppy (founder of Levanti Wealth) and @Joshua Schlinsky (CEO of Safe and Secure Financial). Joe has read the entire 77,000 page US tax code. Twice. Most CPAs and tax attorneys never read it once because they don't have to.

This is the conversation I've been wanting to record for months because it directly challenges the relationship most US business owners have with their CPA. Joe's point is that CPAs are trained to record history after December 31st, not to plan and mitigate before it. That gap is where most of you are leaving money on the table.

A few things we get into:

How the Big Beautiful Bill opened up planning that used to only be available to ultra high net worth families
A client selling his business for $15M with a $2M basis, and how the team mitigated the entire $2.6M capital gains hit
How to clean up 2023, 2024, and 2025 taxes without amending returns (this one surprised me)
The structure most business owners are missing that lets you own 1% and control 100%

Joe and Joshua, thank you for coming on and being this generous with the actual mechanics. This is the kind of conversation business owners pay $25K to sit in a room for.

https://youtu.be/fDHaQqSj6t8?si=7553A-tt37QsGL0X

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