Julio Gonzalez: Engineered Tax Services
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 5 November 2021
⏱️ 49 minutes
🧾️ Download transcript
Summary
This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez.
We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth.
Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection
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For more information, visit the show notes at https://moneytreepodcast.com/julio-gonzalez-engineered-tax-services
Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. Stock market, wealth, personal finance, value stocks, |
| 0:08.3 | invest in your life. Hello, Smart Money Tree podcast listeners. Welcome to this week's show. |
| 0:14.1 | My name is Kirk Chisholm and I'm going to be your host. So today we are talking with Julio Gonzalez. |
| 0:19.8 | How you doing today, Julio? I'm great. Thanks for having me. |
| 0:22.7 | Good. Well, glad to have you in the show here. So today we're going to be talking about taxes. I know, |
| 0:27.1 | you know, don't turn off, don't turn off, you know, the changes in the tax code and how |
| 0:37.8 | the new administration is going to be raising taxes. So I wanted to bring Julio on just kind of talk a bit |
| 0:42.9 | about he's a tax reform expert as well as we could talk a little bit about some of the things |
| 0:48.6 | that he's looking into, you know, with his firm. So tell us a little about your background. |
| 0:56.1 | Yeah, thanks again for having me on. My background, you know, I his firm. So tell us a little about your background. Yeah, thanks again for having me on. |
| 1:00.9 | My background, you know, I have the largest real estate tax credit firm in the country. We work with over 12,000 CPA firms and accountants. They bring us in to do the tax studies for their |
| 1:07.4 | real estate clients nationwide. And we generated about $2 billion a week in tax credits and |
| 1:12.8 | incentives for our real estate clients. So we work hard to help them get a better return on |
| 1:18.1 | investment by using the tax code to ultimately optimize the real estate investments. |
| 1:24.6 | You're also, you spent some time in kind of dealing with tax reform, you know, with the government. |
| 1:29.8 | So can you talk a little bit about that and what that looks like from a policy level and a high level? |
| 1:35.8 | Sure. Yeah, I was appointed to, from the last administration to the real estate tax roundtable, I have four more years assignment there. And so we work with |
| 1:46.4 | Congress. We work with the Senate and the House. And basically, we score any of the tax proposed |
| 1:52.0 | changes. And then we give unattended consequences so that Congress can take those recommendations |
| 1:57.9 | from tax experts because most people in Congress have not, |
| 2:01.5 | have no knowledge of tax. They don't really have ever owned a business or invested in real estate, |
| 2:05.3 | but clearly they're writing the law. So we try to give them the feedback based on historic tax |
... |
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