Revolutionizing Tax Approaches for Businesses

Business Legacy

Have you ever wondered why your CPA might not be the tax-strategist you thought they were? Discover the hidden gaps in traditional tax compliance with our special guest, Kevin Jerry, the CEO and founder of Kevin A Jerry, MST and Associates. Kevin takes us through his fascinating journey from a struggling printing industry veteran to a titan in tax strategies and consulting. A chance encounter with cost segregation ignited his passion and redirected his career path, leading him to pursue a master's degree in real estate taxation. For over 15 years, Kevin has been on a mission to demystify complex tax strategies and help others save on taxes, all while finding joy and fulfillment in his work.

In our conversation, we navigate the often-overlooked world of tax strategy within entrepreneurship, revealing how many CPAs focus mainly on compliance rather than proactive tax reduction. Kevin shares invaluable insights into why specialized tax strategists are essential for managing tax liabilities effectively. Whether you're an entrepreneur or simply interested in optimizing your tax situation, this episode offers practical guidance on engaging effectively with tax professionals and understanding the intricacies of tax strategies. Embark on a transformative journey with us and gain the knowledge you need to take control of your financial future.

Timestamps 00:00:00 - Introduction and Welcome to Business Legacy Podcast

00:02:00 - Kevin Jerry's Background in the Printing Industry

00:02:19 - Discovering Cost Segregation and Transition to Tax Strategies

00:03:00 - Pursuing a Master's Degree in Real Estate Taxation

00:04:00 - Helping Others Save on Taxes and Understanding Tax Strategies

00:05:00 - Importance of Specialized Tax Strategists vs. CPAs

00:06:30 - Self-Education and Engaging with Tax Attorneys and CPAs

00:08:00 - The Surprising Gaps in CPA Knowledge

00:09:30 - Strategies for Managing Tax Liabilities Effectively

00:11:00 - Insights into Tax Code Changes and Staying Informed

00:12:30 - Real Estate Professional Status and Audit Sensitivity

00:14:00 - Kevin's Personal Legacy and Mentoring His Son

00:15:30 - Kevin Jerry's Contact Information and Resources

00:17:00 - Closing Remarks

Go to https://kajmst.com/. To find out more about them. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. Leave a Review: If you enjoyed the episode, leave a review and rating on your preferred podcast platform.

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