Your CPA Is Costing You Money (Here's Proof) w/ Peter Holtz copertina

Your CPA Is Costing You Money (Here's Proof) w/ Peter Holtz

Your CPA Is Costing You Money (Here's Proof) w/ Peter Holtz

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Peter Holtz reveals why most CPAs are compliance fillers, not tax planners — and how real estate investors can cut their tax bill by 40% or more.

In this episode of RealDealChat, Jack Hoss sits down with Peter Holtz, certified tax planner and CPA, to break down the massive gap between tax compliance and real estate tax planning strategy.

Peter covers:

  • Why only 1,100 out of 1.2 million licensed tax preparers are certified tax planners
  • How cost segregation works and why virtually no one uses it
  • The 1031 exchange and reverse 1031 you should know before every sale
  • How a retired real estate investor legally captured $250,000 in tax-free gains every two years
  • The airline pilot case study: how Peter fought the IRS and won, getting his client years of zero tax liability
  • Why your CPA saying "no, you can't" is a red flag
  • How to use real estate depreciation to shelter business income
  • The McDonald's model and why every successful business is really a real estate business
  • How Peter's team uses AI and cloud accounting to deliver faster results
  • Questions you should ask your CPA before you file another return

If you own real estate, run a business, or are paying more taxes than you think you should, this episode is required listening.

🔗 Learn more at: https://go.peterholtzcpa.com/realdealchat

🔗 Build systems for your investing business: https://realdealcrew.com

#RealEstateInvesting #TaxPlanning #CostSegregation #1031Exchange #RealDealChat #SmallBusinessTax #TaxStrategy #CPA #RealEstateTax #PassiveIncome #WealthBuilding #TaxFreeIncome

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