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Ep. 66 Laura Dohanes - The Art of Exit Strategy: Tax Planning Beyond Numbers

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Manage episode 495084847 series 3517519
Content provided by Heather Ewing, CCIM, Heather Ewing, and CCIM. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Ewing, CCIM, Heather Ewing, and CCIM or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Laura Dohanes shares how her early passion for reading contracts evolved into a nationwide tax planning practice serving investors and business owners. With experience defending over 3,000 IRS audits, she emphasizes why planning your exit before making an investment is critical and how it can protect you from costly tax pitfalls.

Laura also explores how AI can elevate, not replace, professional judgment, and delivers practical advice on managing risk, making grounded decisions, and preparing for the worst-case scenario before jumping into real estate or business ventures.

Her story is a reminder that real success isn’t just financial, it’s about passing on wisdom and building a legacy of critical thinking.

Support the show

  continue reading

Chapters

1. Ep. 66 Laura Dohanes - The Art of Exit Strategy: Tax Planning Beyond Numbers (00:00:00)

2. Meet Laura Donis, CPA (00:00:04)

3. From Reading Contracts to Tax Expertise (00:01:54)

4. The Mindset for Tax Planning (00:05:26)

5. AI's Impact on Tax Strategy (00:09:19)

6. Real Estate Investment Tax Pitfalls (00:14:29)

7. Living Fully and Building Legacy (00:20:47)

66 episodes

Artwork
iconShare
 
Manage episode 495084847 series 3517519
Content provided by Heather Ewing, CCIM, Heather Ewing, and CCIM. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Ewing, CCIM, Heather Ewing, and CCIM or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Laura Dohanes shares how her early passion for reading contracts evolved into a nationwide tax planning practice serving investors and business owners. With experience defending over 3,000 IRS audits, she emphasizes why planning your exit before making an investment is critical and how it can protect you from costly tax pitfalls.

Laura also explores how AI can elevate, not replace, professional judgment, and delivers practical advice on managing risk, making grounded decisions, and preparing for the worst-case scenario before jumping into real estate or business ventures.

Her story is a reminder that real success isn’t just financial, it’s about passing on wisdom and building a legacy of critical thinking.

Support the show

  continue reading

Chapters

1. Ep. 66 Laura Dohanes - The Art of Exit Strategy: Tax Planning Beyond Numbers (00:00:00)

2. Meet Laura Donis, CPA (00:00:04)

3. From Reading Contracts to Tax Expertise (00:01:54)

4. The Mindset for Tax Planning (00:05:26)

5. AI's Impact on Tax Strategy (00:09:19)

6. Real Estate Investment Tax Pitfalls (00:14:29)

7. Living Fully and Building Legacy (00:20:47)

66 episodes

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