『From $100K Tax Bill to Strategic Wealth: What Business Owners Miss with Michael Uadiale』のカバーアート

From $100K Tax Bill to Strategic Wealth: What Business Owners Miss with Michael Uadiale

From $100K Tax Bill to Strategic Wealth: What Business Owners Miss with Michael Uadiale

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概要

 How a CPA Built a 7-Figure Firm and Helped Clients Save $15M+ in Taxes | Michael Uadiale on Strategic Tax Planning Host Manny Torres interviews Michael Uadiale , a CPA and tax advisor with over 25 years of experience who founded a seven-figure firm and has helped clients collectively save over $15 million in taxes. Michael shares how moving to the U.S., earning a high-paying Silicon Valley job, and receiving a six-figure tax bill with no real planning from a hired CPA pushed him into tax advisory. He explains that tax outcomes can be shaped legally, ethically, and morally by using the tax code strategically, and describes challenges building his firm, including skeptical clients and CPAs resistant to planning. Michael emphasizes investing heavily in ongoing education due to constant law changes, hiring team members who value learning, and “changing your facts” through restructuring to fit the tax code. He cites mentor Tom Wheelwright, author of Tax-Free Wealth and Robert Kiyosaki’s CPA, and urges advisors to act as client advocates by planning ahead rather than delivering surprise tax bills. Contact: taxes@smithcpa.com. 00:00 Welcome and Guest Intro 00:44 Name Pronunciation and Warmup 01:21 Origin Story Becoming a Tax Advisor 04:53 Early Client and Team Resistance 08:12 Investing in Mastery and Strategy 11:39 Mentors and Tax Free Wealth 13:02 Advisory Mindset Put Clients First 15:36 How to Connect and Final Takeaways
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