WCI #353: Lesser Known Tax Strategies
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.9 • 2.3K Ratings
🗓️ 8 February 2024
⏱️ 57 minutes
🧾️ Download transcript
Summary
Today we are talking to Alexis Gallati of Cerebral Tax Advisors all about controversial, aggressive and often little known tax deductions. We ask her about all kinds of topics and how to execute on them in a way that will not get us into trouble with the IRS. We talk about when they are risky, when they aren't risky and if you should use them or not. Some topics we cover are land conservation easements, captive insurance companies, self rentals, employing your spouse or children, cost segregations studies and much more.
If you are finding our podcasts informative and helpful, check out our website! Since 2011 we have been working hard to provide valuable personal finance and investing information through thousands of blog posts written by an array of authors. You can find information on how to manage your student loans, fix and avoid common financial mistakes, understand your retirement accounts, optimize your investments, find professional help at a fair price, get started investing in real estate, and so much more, all at no cost to you. You can find out more about the courses we offer, the conferences we put on, the newsletters we provide, and interact with other WCI readers through our online forum. Head over to https://whitecoatinvestor.com to start learning today.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast, where we help those who wear the white coat get a fair shake on Wall Street. |
| 0:06.1 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. This white code investor podcast number 353, controversial and aggressive tax deductions. |
| 0:21.0 | If you're finding our podcast informative and helpful, |
| 0:23.5 | check out our website. Since 2011, we've been working hard, |
| 0:26.0 | provide valuable personal finance and investing information through |
| 0:28.6 | thousands of blog posts written by an array of authors. |
| 0:31.0 | You can find information on how to manage your student loans, fix and avoid common |
| 0:34.5 | financial mistakes, understand your retirement accounts, optimize your investments, find professional |
| 0:39.2 | help at a fair price, get started investing in real estate, and so much more, all at no cost to you. |
| 0:45.0 | You can find out more about the courses we offer, the conferences we put on, the newsletters |
| 0:48.8 | we provide, and interact with other WCI readers and listeners through our online forum. |
| 0:54.0 | Head over whitecode investor.com to start learning today. |
| 0:57.0 | You can do this and the white code investor can help. |
| 1:00.0 | All right, we got a great quote today for our quote of the day. |
| 1:04.0 | It is from Morgan Housle, who said, there are over 2,000 books picking apart how Warren Buffett built his fortune, |
| 1:11.0 | but none are called. This guy has been investing consistently for three quarters of a century, but we know that's the key to the majority of his success. |
| 1:20.0 | I love that one because it points out what really matters in investing which is pick a reasonable plan and stick with it. |
| 1:26.8 | All right, thanks for all of you out there for what you do. |
| 1:30.5 | You get something special today for listening to the podcast. In fact, if you're listening to this in the morning, it dropped, you are finding out about a pretty cool thing that those who are actually at W.C. I. |
| 1:45.0 | Today do not yet know about, which is the pre-sale for W.C. I. |
| 1:51.0 | 25. So they're not going to find out about this until this afternoon. |
| 1:56.5 | So don't text somebody if you know they're at the conference. They're probably not listening to the |
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