Contrary to popular belief, your accountant is not the best person to advise you on tax strategy. Accountants specialize in compliance (filling out tax returns) vs. tax attorneys who tend to specialize in strategy and advocacy on behalf of their clients. Saving tens or even hundreds of thousands of dollars in taxes doesn’t need to be overly difficult. With a few simple strategies and a framework for earning money, you can greatly increase the profits of your brokerage and put the money you would be paying in taxes to much more productive use.
Speaker Bio: Samuel Brotman founded Brotman Law in 2013 taking the company from an Ikea desk and a cell-phone to a mulit-million-dollar law firm. In 2018, the Firm was recognized as the 14th fastest growing law firm in the United States. Recognized as a Super Lawyer-Rising Star for the last 7 years, Sam utilizes his knowledge of tax law, how the government works, and business to save his clients millions of dollars each year. The firm saved more than $1B in taxes for its clients since its founding in 2013.