209: Why Most CPAs Are Failing You: Tax Strategies the Wealthy Use with Mark Kohler

The Lifestyle Investor - Investing, Passive Income, Wealth

Most people see the tax code as a maze of restrictions, but what if it’s actually a roadmap to wealth?

Today’s guest, Mark Kohler, known as “America’s #1 Small Business Tax Lawyer” reveals how the tax code is packed with hidden opportunities, waiting to be uncovered—if you know where to dig.

While most CPAs are simply filing forms, Mark shows you how proactive tax strategy can turn the government into your wealth-building partner. If you’re tired of missing out on hidden tax opportunities, this conversation will give you a whole new perspective on how to maximize your wealth.

In this episode, you’ll learn:

✅ The overlooked tax-saving strategies that can free up thousands to reinvest—and why the IRS isn’t out to get you. In fact, they can actually be your ally in building wealth.

✅ Why most CPAs aren’t strategizing for you — and how to find one who will.

✅ Why Mark loves to invest in short-term rentals and industrial properties as his go-tos for cash flow and tax benefits – and how he’s using real estate profits to diversify into alt assets like crypto.

Free Gift

Get Justin's special report, 24 Questions to Ask When Vetting a CPA. Visit LifestyleInvestor.com/209

Show Notes: LifestyleInvestor.com/209

Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax

Strategy Session

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation

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