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The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
Manage episode 509886992 series 3589598
$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.
In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook.
You’ll learn:
• Why mortgages are one of the worst financial tools
• How W-2 earners can legally offset massive tax burdens
• The strategy that turned a $2M tax bill into nearly $0
• Why most CPAs miss this and how to stop leaving money on the table
⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings.
📍Connect with Dan at TaxEquityPros.com
or on LinkedIn
Hit play. Even the IRS would want to hear this.
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Chapters
1. Warming Up & Setting the Tone (00:00:00)
2. Meet Dan Lake & Bold Claims (00:03:50)
3. Nonconformist Roots and Career Pivot (00:06:40)
4. From Pest Control to Solar Finance (00:10:20)
5. Why Traditional Solar Often Fails Homeowners (00:14:20)
6. Building the Solar PPA Tax Equity Model (00:19:25)
7. How High Earners Slash Tax Bills (00:23:35)
8. Partnering With CPAs to Be the Hero (00:27:25)
9. Big Wins: Offsetting Massive Exit Taxes (00:31:15)
10. Philosophy on Taxes, Incentives, and Freedom (00:35:15)
11. What CPAs Should Demand: Low Audit Risk (00:39:05)
60 episodes
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