Tax Strategies Are Not Just For The Ultra Rich:  An Interview with Concierge Tax Strategist, Carmen M. Peters episode artwork

EPISODE · Jul 17, 2025 · 54 MIN

Tax Strategies Are Not Just For The Ultra Rich: An Interview with Concierge Tax Strategist, Carmen M. Peters

from Between Two Chairs - Demystifying Commercial Real Estate

Our guest in this episode is Carmen M. Peters,CPA, who specializes in helping people and businesses implement proactive tax strategies to save you money help you keep more of what you earn. We are halfway through the year, so the time to plan is now, not the end of the yearWhat is your business structure?What can you write off and when?What is the best retirement plan for you?Is a Health Savings account right for you?Taxes as a 1099 vs W-2 earnerFernando and I learned so much and guarantee that you will too! Making money is great, keeping it is even better, but requires strategizing. Give Carmen a call. She is both approachable and knowledgeable and will show you how to plan like the super rich do.

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Tax Strategies Are Not Just For The Ultra Rich: An Interview with Concierge Tax Strategist, Carmen M. Peters

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