Podcast
Tax Smart Tax Zero
Hosted by Karen Scott Mims, ESQ.. · EN
Most people simply ignore taxation through the 4 phases of wealth.
Instead of understanding the three tax buckets, they arrive at retirement with huge 401(k)’s in the tax-deferred bucket, and ignore the taxable and most importantly, tax-free bucket.
How can the middle- class millionaire, average Joe and Jane, be so unprepared about how to protect their wealth using tax loopholes like the wealthy 1 percenters do?
Easy.
Welcome to the Tax-Smart Tax Zero podcast.
This is a show all about TAX-FREE wealth.
Financial advisors sell rate of return, annuity salesman sells what else annuities and part-time tax preparers sell 1040 to submit on April 15th.
But the real goal is to implement STRATEGIC tax planning!
We invite you to take the journey and explore the Path To the 0% Tax Bracket.
It's time to Divorce Uncle Sam From Your Wealth!
Welcome to the world of your host, noted Tax Attorney and Private Wealth Strategist,
Karen Scott Mims, Esquire.
10episodes
Episodes
Newest firstAll episodes
THE TRUTH ABOUT TAX PLANNING
Jun 22, 202300:17:50Tap to summarizeIn this episode we talk about the "dirty little secrets" of tax planning.We are in the remaining years of the Tax Cuts & Jobs Act, yet everyone seems to still focus on what they can't control (the stock market) and ignoring what they can control (taxes).Tax Planning By A Tax Attorney.........we cordially invite you to make this the year that you stop overpaying taxes, permanently reduce your tax liability and stop being suckered by those perpetrating "tax advice" and the government planned designed for the masses.The Millionaires In This Cul-de-Sac know the difference.Ready for your 15 minute TAX S.M.A.R.T review? Click on the link below.https://calendly.com/harbourpointe/15min
Transcribe →EPISODE #33-WALL STREET VS MAIN STREET
Feb 2, 202100:20:38Tap to summarizeDo you represent Wall Street or Main Street? Or, are you just the "Mom & Pop" investor who doesn't go beyond mutual funds and has really just been living a 401(k) existence? In other words, have you just been financing Wall Street and the 1%? We have been quietly rebelling against taxation and investing via the traditional methods.Ready for a change?We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →EPISODE #32-THE EXTRA $185,000 TAX LIABILITY (DOCTORS GONE WRONG)
Jan 4, 202100:20:22Tap to summarizeYou've just received great news about your bonus/settlement. The bad news is that it's taxable. How do you implement tax strategies to avoid being sent into a higher tax bracket? Average Joe and Jane have a issue to solve. We can help but leave those emotions at the door.The "Core Four", business owners, real estate investors, physicians and executives need to battle excessive taxation and W-I-N. Let us show you how!!We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 31- NO MORE IRS?
Dec 21, 202000:20:27Tap to summarizeSo today, Congress just wrote another check for $900 billion in a bank account with no money. It's been pre-decided that collecting more taxation on your 401(k) during your lifetime and taxing your heirs before even a $1 gets transferred to them through this new Secure Act Legislation will help foot the bill. Hundreds of thousands of dollars in extra taxes that you want to keep paying?No more...........isn't about time for your complimentary consultation......or is overpaying taxes your secret wish for Christmas?We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 30 - FOR WOMEN - STRATEGIC PLANNING IN HEALTHCARE
Dec 10, 202000:31:03Tap to summarizeStudies have shown that women will outlive their spouses. They will inevitably become the CFO (Chief Female Financial Officer) of the household. Thus, it would seem that relying on your husband to make health care decisions could be disastrous. Join us as we discuss how a tiny bit of ignorance can lead to hundreds of thousands of dollars in extra cost while a little bit of knowledge can lead to hundreds of thousands of dollars of tax free funds for health care.We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VSIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 29 -SOLO 401(k) vs SEP IRA
Nov 30, 202000:24:08Tap to summarizeBoth of these types of plans allow business owners to save for retirement in amounts far in excess of those for a regular W-2 employee. Imagine being able to shield 100% of income from taxation by combining them with other more sophisticated tax strategies. More importantly, just doing the same job but transferring from W-2 to "1099" status makes you eligible!!!!We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 28 - HOW TO CONTRIBUTE TO A TRADITIONAL IRA
Nov 23, 202000:23:58Tap to summarizeSome benefits of the tax code are in sections you've never been exposed to or heard of. Others are hiding in plain view but require that the 99% view them or utilize them like the wealthy 1% do. If you're going to change your tax liability, you must first change your behavior followed by your willingness to understand true, hidden nuggets of tax strategy.We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 27 - INVESTING FOR WOMEN
Nov 15, 202000:23:50Tap to summarizeIt's time for some "Wealth, Women & Power". As women rightfully claim their roles as CFO (Chief Female Financial Officer), we provide the necessary educational and support group to help in understanding the ABC's of investing. Click the link below to join our "Wealth, Women & Power" mailing list!!We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN OUR EMAIL LIST: https://www.signup.taxsmarttaxzero.com VISIT THE WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 26 - YOU'RE FIRED!
Nov 8, 202000:24:24Tap to summarizeWith all of the options under the Tax Code for small business owners to minimize if not outright eliminate taxes, is being a W-2 employee really the ideal situation? If you choose to remain as a W-2 employee, at least you should make use of those 3 pieces of tax legislation lest they are soon to vanish and maybe faster than you thought!!We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.comVISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
Transcribe →TAX SMART TAX ZERO - EP 25 - WHO'S BETTER FOR MY PORTFOLIO? - TRUMP OR BIDEN?
Nov 1, 202000:24:27Tap to summarizeJoin us as we discuss the true issues about your portfolio that deserve attention. At what point do we realize that there are other, more valid, measuring criteria on our journey to "tax free" wealth?We cordially invite you to start your journey to tax-free wealth.Karen Scott Mims, ESQ.JOIN THE MAILING LIST: https://www.signup.taxsmarttaxzero.comVISIT OUR WEBSITE: https://www.TAXSMARTTAXZERO.com
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