Big Wins

Most people think tax savings are reserved for the ultra-wealthy. In this episode, Mike Pine and Kevin Schneider pull back the curtain on their biggest client wins from this filing season: real numbers, real strategies, and a clear picture of what proactive tax planning can do for high earners who are willing to be proactive and start before December. If you want to save, like the taxpayers we mentioned in this episode, reach out today! 🔗 https://www.revotaxpayer.com/consultation?utm_source=revo-taxpayer&utm_medium=linkedin&utm_campaign=s4e15-big-wins&utm_content=show-notes Connect With Us Website: https://www.revotaxpayer.com/ Facebook: https://www.facebook.com/revotaxpayer/ Instagram: https://www.instagram.com/revotaxpayer/ LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy YouTube: https://www.youtube.com/@HiddenMoneyPodcast Chapters [00:00:00] Introduction — What is proactive tax planning, and why does it matter more than tax preparation? [00:01:23] Big Wins by the Numbers — Mike reads through the top-15 client savings list from this season, with the lowest win coming in at over $100,000. [00:06:51] Why You Need a Tax Strategist, Not a Tax Preparer — The difference between an IRS traffic cop and a true tax advocate, and why most CPAs never reach out until January. [00:11:36] Section 1202: The $700K Win — How one HVAC business owner discovered he could sell his company completely tax-free — after he'd already assumed he owed $700,000. [00:14:11] Opportunity Zones & Rural Opportunity Zones — A tech worker sitting on a major stock gain finds a legal path to shelter and eventually eliminate that gain by investing in Broken Bow, Oklahoma. [00:19:20] Step-Up in Basis & Estate Planning — Two cases where inherited assets carried far less tax liability than clients expected — once someone actually looked. [00:23:25] The Alternate Valuation Date Case — A CPA's missed estate filing cost a client dearly, and how catching it after the fact still saved the day. [00:24:59] The Bottom Line — Six months left in the year. Why now is the time to act, and what to look for in a tax advocate.