The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
-
Narrated by:
-
By:
About this listen
$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.
In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook.
You’ll learn:
• Why mortgages are one of the worst financial tools
• How W-2 earners can legally offset massive tax burdens
• The strategy that turned a $2M tax bill into nearly $0
• Why most CPAs miss this and how to stop leaving money on the table
⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings.
📍Connect with Dan at TaxEquityPros.com
or on LinkedIn
Hit play. Even the IRS would want to hear this.
Send us a text
This episode is brought to you by Bill.com- Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business—and get that free grill—at bill.com/cfochronicles
Terms and conditions apply.
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call