#195 Tax strategy & Asset management (MUST LISTEN)
Modern Craftsman
Modern Craftsman
4.8 • 1.2K Ratings
🗓️ 6 December 2021
⏱️ 137 minutes
🧾️ Download transcript
Summary
Sherri Mahoney (Taxing Matters) and Bill Oneill & John Gentry (Asset Strategy) Join to talk about the importance of working with a CPA year around to maximize your finances.
Follow our guest:
https://www.assetstrategy.com/craftsman
Episode brought to you by:
https://www.durationmillwork.com/
https://podcast.renorun.com/moderncraftsman
Where to find our hosts:
Nick Schiffer
https://www.instagram.com/nsbuilders/
https://bit.ly/nsbuildersyoutube
Tyler Grace
https://www.instagram.com/trghomeconcepts/
John Hourihan
https://www.instagram.com/heresjohnnyh/
https://www.instagram.com/vintagebuilders/
The Modern Craftsman
https://www.instagram.com/the.moderncraftsman/
Music:
"Dessert" by Nate Gusakov
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What's up guys? Welcome back to the Modern Crescent Monday. It's Monday. I'm going to be |
| 0:10.0 | up in Providence this week. Dang. What are you doing up in Providence? |
| 0:15.2 | A little expo that I'm coming to hang out with you guys in the Rhode Island Convention |
| 0:21.1 | Center. Oh yeah. I think it's on Thursday. It is. Well, if you live in work in the Northeast |
| 0:27.3 | and have some questions for the folks. Oh yeah. There are going to be there as well. |
| 0:31.6 | Great opportunity on Wednesday, Thursday, December 8th and 9th to talk to duration as well |
| 0:36.2 | as us. We're going to be like Tyler said, we'll be there Thursday. So join us and duration |
| 0:42.1 | at the LBM Expo at the Rhode Island Convention Center. Also stop by and say hello to us on |
| 0:46.8 | Thursday afternoon as we podcast from the show floor. In the meantime, if you want more |
| 0:52.3 | information about durations, unbelievable offerings and polyash please visit their website |
| 0:56.3 | at therationmillwork.com and be sure to check them out on Instagram. We haven't even told |
| 1:01.5 | you what we're talking about today. Maybe that's strategic. Maybe it's not. Who knows? Maybe |
| 1:07.4 | we just want to see you in person. We were excited about this live event. So yeah, seriously. |
| 1:12.5 | If you guys are in the area swing by, we will be there on Thursday. We got some cool stuff |
| 1:17.2 | going on. But this week, it's our largest podcast ever. Yeah, I can't introduce anyone |
| 1:24.2 | because I came on late. So I don't know who anyone is. I just don't do this conversation. |
| 1:27.8 | You know what? We are going to talk to an assent's assent. We're going to talk to a woman |
| 1:32.3 | and two men. So they are tax strategists and asset management, asset strategists. So wealth |
| 1:40.4 | management. And before you guys turn this off, before you guys say, no, this isn't for me, |
| 1:45.6 | give it 10 minutes. And we're going to break into things that truly will hit home. We'll |
| 1:50.8 | really resonate with a lot of you guys. I know for me, it was something that I continued |
| 1:58.3 | to put in the back burner. I spent years with the CPA that was just doing my taxes, not |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Modern Craftsman, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Modern Craftsman and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

