EP 23: Unlocking Tax Secrets: Angie Bhasin on Real Estate Investment Strategies

from Spur Your Wealth Podcast · host Param Singh

Join us for an enlightening episode featuring Angie Bhasin, a seasoned Tax Professional specializing in real estate investments. Angie will delve into various tax strategies pertinent to real estate investment, navigating the complexities of the US tax code, and crafting comprehensive retirement strategies.Get ready to uncover expert insights as Angie shares valuable advice on maximizing tax benefits, leveraging real estate investments for retirement planning, and navigating the intricate tax landscape. Tune in for a strategic discussion that will empower investors to optimize their investments and develop robust retirement plans. Don't miss this episode—a definitive guide to real estate taxes and securing your financial future!KEY POINTS FROM THE EPISODE:1. Angie Bhasin emphasizes the significance of proactive tax planning versus just recording historical data for tax preparation.2. Many taxpayers leave money on the table due to missed deductions, and Bhasin highlights her experience in identifying such missed opportunities.3. Sharing knowledge on tax planning and educating both taxpayers and other CPAs is a strong passion for Angie Bhasin.4. Angie Bhasin discusses the importance of customizing tax strategies to an individual's unique situation, particularly for business owners and real estate investments.5. Rav addresses the importance of seeking professional tax advice for complex situations, such as having multiple income sources, not just for the simplicity of using tax service platforms.CONTACT YOUR HOSTS:LinkedIn: @spurequity Website: www.spurequity.comCONTACT TODAY'S GUEST:Website: https://www.fintaxcpas.com/LinkedIn: https://www.linkedin.com/in/angie-bhasin-cpa-cts-ctc-ctp-mba-2749742/

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This episode is 44 minutes long.

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This episode was published on March 5, 2024.

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