Strategic Tax Planning, With Dusty Rollins

Filed in Podcasts, Previous Episodes on December 31, 2019

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There is a very big difference between tax planning and tax preparation. Tax preparation figures out how much money you owe. Tax planning figures out how to pay less and only pay what you are legally required.

Most likely, as an entrepreneur, you have a CPA and think that “they handle all my taxes.” Unfortunately, in most cases, they handle preparing your taxes and finding out how much you OWE…..99.9% of them are not actively searching for ways that YOU can pay less taxes.

That is where Dusty Rollins comes in. He joins Adam in this episode to help you learn where you are wasting money in overpayment of taxes.

Discover:

  • How the IRS can help you get wealthy;
  • What you could be missing by not having a tax strategy;
  • How to maximize retirement income and social security;
  • The best advance tax planning and minimization strategies;
  • How you can design an income plan to make your money last as long as you last;
  • And much more!

If you want to stop overpaying your taxes (and seriously, who doesn’t?) don’t miss this episode!

About This Guest: ()

Dusty Rollins specializes in income planning and tax-saving strategies for business owners, as well as college planning, social security maximization, investments, and debt/interest cost reduction. As owner and founder of Oxford Wealth Strategies, his goal is to help his clients design an income plan to make their money last as long as they do, as well as leave a legacy. From his boarding school days in Penang, Malaysia to his graduate studies in Oxford, England, traveling around the world has given him a global perspective on finances and life. Today, Dusty lives in DeLand, Florida with his wife, where they are happy to be raising their three young children.
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