5 Advanced Tax Moves Most Sales Reps Don't Know Exist

Описание: If you are a sales rep making high 6-figures, your biggest expense isn't your car or your mortgage—it's the IRS. Most CPAs are just historians; they record what happened last year. You need a strategist who helps you keep what you kill.
In this video, I break down the 5 advanced tax strategies that can save high-income sales professionals tens of thousands of dollars a year. We move beyond basic deductions and get into the sophisticated plays that the wealthy use to protect their commissions.
Here is what we cover:
1. The W2 vs. 1099 Math
Why trading "security" for "freedom" is the best tax move you can make. We look at the raw numbers of being an employee vs. a business owner.
2. The Solo 401k vs. SEP IRA
Why your CPA’s favorite retirement plan (the SEP) is actually a trap for high-earners, and how the Solo 401k unlocks the "Mega Backdoor Roth" strategy without the pro-rata rule issues.
3. The Short-Term Rental Loophole
How to turn your passive real estate losses into "non-passive" losses that offset your active sales commission income. (Hint: It’s all about material participation hours).
4. Oil & Gas Investments
The aggressive strategy for high-income years that lets you write off nearly your entire investment upfront.
5. Direct Indexing
Why buying basic ETFs might be costing you money, and how "unbundling" the index can create massive tax savings through loss harvesting.
🚀 Ready to build a tax plan that actually scales with your income?
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COMPLIANCE DISCLAIMER:
I am not a CPA, Enrolled Agent, or Attorney. This content is for educational and entertainment purposes only and should not be construed as tax, legal, or investment advice. The strategies discussed are complex and have specific requirements (such as material participation hours). Always consult with your own qualified professional before making any financial or tax decisions.