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He Bought Cows with His HSA—And It Was Genius

2025/4/8

Living The Red Life

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Mark Kohler

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Mark Kohler: 我建议小企业主积极参与自身的财务规划，学习并掌握各种税收策略，而不是完全依赖会计师。作为企业主，你应该了解自己的财务状况，并与专业人士合作，制定最优的税收策略。这包括了解S公司、退休账户、税收抵免等方面的知识，并根据自身情况选择合适的策略。此外，我还建议小企业主组建董事会或顾问委员会，这不仅可以帮助你获得更多税收抵免，还可以为家庭成员提供报酬，并提升资产保护。通过合理的安排，你可以将家庭成员纳入你的业务中，并为他们提供报酬，同时获得税收抵免。最后，我还建议你充分利用退休账户进行投资，例如Roth IRA，这可以帮助你实现税收优惠，并获得更高的投资回报。你可以选择投资于你熟悉的领域，例如房地产、加密货币等。总而言之，小企业主的税收规划是一个复杂的过程，需要你积极参与并学习各种策略。通过合理的规划，你可以合法地降低税负，并积累更多的财富。 Rudy Mawer: 作为一名小企业主，我深知税收规划的重要性。通过与Mark Kohler的交流，我学习到了许多新的税收策略，例如S公司、退休账户投资等。这些策略可以帮助我合法地降低税负，并为未来的财富积累打下坚实的基础。此外，我还了解到，积极参与自身的财务规划，并与专业的税务顾问合作，是至关重要的。这不仅可以帮助我避免一些常见的税务错误，还可以让我更好地利用各种税收优惠政策。最后，我也认识到，家庭成员的参与也是税收规划中不可忽视的一部分。通过合理的安排，我可以将家庭成员纳入我的业务中，并为他们提供报酬，同时获得税收抵免。

Deep Dive

Chapters

This chapter explores the importance of proactive tax planning for entrepreneurs and high-income earners. It emphasizes the need for business owners to take an active role in understanding their tax situation and choosing the right professionals to assist them. The discussion highlights the benefits of continuous learning in tax strategies.

The importance of actively managing your taxes as a small business owner.
Finding the right accountant and tax professional is crucial.
Continuous learning in tax strategies is essential for long-term financial success.

Shownotes Transcript

SUMMARY

Mark Kohler, a top tax attorney, CPA, and best-selling author, joins the show to break down powerful tax and wealth-building strategies specifically for entrepreneurs and high-income earners. With decades of experience simplifying tax law for the everyday business owner, Mark dives deep into how smart structuring and proactive planning can help you legally pay less in taxes while building generational wealth.

Throughout the conversation, Mark unpacks how to leverage S Corporations, write off daily expenses, and even pay your kids while saving thousands annually. He also walks through advanced retirement strategies like the Mega Backdoor Roth and self-directed accounts that allow investments in real estate, crypto, and even cows. This episode is packed with golden nuggets for anyone earning between $250k to $1M+ looking to get serious about long-term financial freedom and bulletproofing their wealth.