Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies | #393

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 23 February 2022

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Duncan Kelm, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes. In today’s episode, we’re talking about everyone’s favorite subject – taxes! Tax day is less than 2 months away so this couldn’t be timelier. Duncan walks us through some tax breaks for businesses, individuals & private investments. We touch on the difference in taxes within the US and then get into the Employee Retention Tax Credit, which Duncan pounds the table about why more people need to know about it. Then we get into my personal favorite, yes, QSBS. We also touch on Opportunity Zones, which long-time listeners have heard us talk about before. Duncan provided resources related to the conversation today: Employee Retention Tax Credit & his Top Tax Strategies. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	Meff-Vabber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Didn't industry regulations, he will now discuss any of Cambra's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the
0:30.8	opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:39.6	Welcome friends.
0:40.6	Today we have an episode that could save you some big bucks.
0:43.9	We're talking multiple commas here.
0:46.2	Our guest is managing partner for Arrow Point Tax Services,
0:50.0	specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes.
0:57.0	Today's show, we're talking about everyone's favorite subject. Taxes.
1:01.0	Tax day is less than two months away, so this couldn't be more timely.
1:04.6	Our guest walks us through some tax breaks for businesses, individuals, and private investments.
1:08.8	We touch on the difference in taxes across the US,
1:11.4	and then get in the employee retention tax credit, which our
1:14.2	guest pounds the table about why more business owners need to know about it.
1:17.6	Then we get into my personal favorite, yep, QSBS. We also touch on Opportunity opportunity zones, which longtime listeners have heard us talk a lot about before.
1:26.3	And before we get to the episode, anything to discuss today is not specific tax advice.
	...

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