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032: How to Keep More Tax Money In Your Pocket with Diane Gardner

Diane Gardner is a tax superhero. Since rebranding her business during the Great Recession, she’s saved her clients over $3,070,374 in taxes by helping them strategically plan their way to lower tax liability.

She’s also the author of seven books, including 10 Most Expensive Tax Mistakes That Cost You Thousands, Stop Overpaying Your Taxes, and Stand Apart. She teaches people how to save money, avoid audits, and create the best businesses they possibly can, and speaks on proactive tax planning, utilizing proper business entity types, and changes in tax law.

Today, Diane joins the podcast to share the story of how she made her own practice stand apart. We then dig deep into higher level tax procedures and investments that can save you thousands, if not tens of thousands of dollars, down the road. If you own a business and have questions about your own tax planning, it’s a must-listen.

In this podcast interview, you’ll learn:

  • How Diane reinvented her business at the height of the recession, found her voice, and began serving a hugely successful clientele as her previous base started going out of business left and right.
  • What a successful business owner should be looking for in a CPA – and why so many entrepreneurs fail to minimize their taxes when they do their tax planning once a year during tax season.
  • Why so many accountants fail to go above and beyond in their offerings and services – and why it’s so important to be bringing new concepts and ideas into your industry.
  • How to avoid major red flags and potential audit triggers as an entrepreneur or small business owner.
  • The common fears that stop people from making completely legal moves to improve their tax bills – and how to transform your mindset to accelerate your business.
  • How to minimize your taxes if you receive a combination of W-2 and 1099-MISC income from a variety of sources.

If you enjoyed this podcast, be sure to rate and review, and send us all your questions at questions@bayntree.com – it may become the topic of an upcoming episode!

Interview Resources

Transcript

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