David Perez is the #1 Tax Strategist known for helping high-income earners reduce or eliminate their tax liability by implementing advanced tax strategies. David is passionate about helping his clients join the Elite 3% of taxpayers who make over $200,000 and pay $0 in federal taxes. In this episode, Christian and Rod sit down with David to talk all things tax strategy, equipment leasing, and deferring taxes to build wealth.
Connect with David:
Website: davidaperez.com
Facebook: David A. Perez
YouTube: @iamdavidaperez
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high-income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact on each of their unique clients.
Visit Money Insights and take the Investor Quiz at https://moneyinsightsgroup.com !
Listen to the Money Insights podcast on Spotify, Apple Podcasts, or at https://moneyinsightsgroup.com/podcast
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Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.