Wealthy Mind Podcast

EP 43 - Tax Advanced Strategies for High Networth Individuals and Real Estate Investors

February 22, 2024 Alex Kholodenko
Wealthy Mind Podcast
EP 43 - Tax Advanced Strategies for High Networth Individuals and Real Estate Investors
Show Notes

Billy Withers is an Enrolled Agent who runs Summit Advanced Tax Strategy & speaks about taxation for real estate investors. Leaving no stone unturned, Billy is a master of taxation who makes it his personal mission to ensure every possible dollar goes back into your pocket and stays out of Uncle Sam's coffers.

Billy is not one of those self-proclaimed tax gurus who talk the talk but have never walked the walk, because he has helped hundreds of High Networth Individuals and Real Estate investors to optimize their tax returns- ensuring each and everyone has the optimal result as if it were his own.

In this episode you will learn:


🎙️How Billy started his company and why he is so passionate about helping people

🎙️Tax Strategies you need to know before filing your taxes

🎙️What common mistakes investors makes when filing taxes with their investments

🎙️What questions to ask before evaluating new investment opportunity?

🎙️How to design a customized plan to live and receive tax free income from your investments





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