『How to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris Shockowitz』のカバーアート

How to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris Shockowitz

How to Pay Less Tax Legally Using the Same Strategies as the Rich with Chris Shockowitz

無料で聴く

ポッドキャストの詳細を見る
In this episode of the Leaders of the Workplace of Tomorrow Podcast, Host Steve Miksta sits down with Chris Shockowitz, Chief Operating Officer and Chief Executive Officer at Defertax.com, to discuss tax planning, business growth, and the value of human relationships in financial services. Together, they explore how Chris moved from technology leadership at Intel into tax and wealth advising, how tax strategies can help people reduce or delay major tax bills, and why strong systems, trusted experts, and clear education are essential for serving clients and building a growing advisory business.Chris shares his journey from hands-on jobs and technology leadership at Intel to tax planning and wealth advising. He explains how clear education can help people understand their tax options, why strong systems and trusted professional networks matter, and how advisors can create more value by combining tax strategies, human relationships, and a clear focus on each client’s goals.Key Takeaways-How to determine whether a property sale, business sale, or income event creates a real tax problem before choosing a strategy.-Why understanding the client’s goal for the money changes which tax reduction, deferral, or elimination strategy may fit.-The reason tax planning often fails is when CPAs, attorneys, brokers, and advisors work in separate silos.-How chaining multiple strategies can create outcomes that a single familiar tool, such as a 1031 exchange, may not allow directly.-Why people, process, and tools matter when building a financial advisory business that can scale without losing service quality.-The role human trust still plays in tax strategy and investment advising, even as AI becomes useful for analysis and business indicators.Episode Timestamps[00:00] - Teaser[01:15] - Intro to Chris Shockowitz and his path from technology to tax planning[03:37] - Chris joins Intel in the '90s and runs large-scale tech projects[05:04] - Selling a property leads to meeting his business partner and saving $1.2M in taxes[09:50] - First step: determine if the client actually has a tax problem[12:06] - Example: Indirect 1031 exchange to buy a primary residence tax-free[13:50] - Making wealthy people’s tax strategies available to the average person[16:45] - Save a client $1M in taxes, they’ll trust you with their money[19:49] - Agile development methodology and team assignment[24:00] - Why the human element and trust beat AI in financial advice[27:14] - Steve’s take on organizations that take shortcuts with AI[30:43] - Growth goals: 400+ trainees, 100 franchisees, $3B AUM by 2030Connect with Chris Shockowitz directly and choose a time on his calendar: https://www.defertax.com/tax-deferral-consultants/chris-shockowitz🔗 Connect with the Guest Chris Shockowitz:👉 LinkedIn: https://www.linkedin.com/in/christopher-shockowitz/👉 Facebook: https://www.facebook.com/chris.shockowitz/👉Instagram: https://www.instagram.com/shockerces/🔗 Connect with the Guest Companies:👉 LinkedIn - Defertax.com: https://www.linkedin.com/company/defertax-com/👉 Website - Defertax.com: https://defertax.com🔗Follow the podcast:👉Spotify: https://open.spotify.com/show/033rjH7T2gSv9KyUs4uC4x?si=db0aed8e99f84fc8👉Apple Podcast: https://podcasts.apple.com/us/podcast/leaders-of-the-workplace-of-tomorrow/id1896864216👉 YouTube: https://www.youtube.com/@opptyunlimited9222🔗 Connect with the Host Steve Miksta:👉 LinkedIn: https://www.linkedin.com/in/stevemiksta/🔗 Connect with the Host Company, Oppty Unlimited:👉 LinkedIn: https://www.linkedin.com/company/opptyunlimited/👉 Website: https://www.opptyunlimited.com/
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません