Today I want to introduce you to a new friend of mine, Eugene Marshall, a tax advisor and founder/CEO of Magnolia Tax Services in Chicago. As most CAPitalizers know, tax planning and tax management are two of the most important elements of financial planning, and we're going to cover that topic thoroughly today.
As always, I’ve got MANY questions for Eugene: What are some of the most common mistakes that both business owners and everyday people make when it comes to taxes? What are some strategies to give someone who’s looking to save on their taxes? What let Eugene into the world of real estate and how did it help to build his net worth? And how has the rise in interest rates affected his portfolio and what are some of the things he's doing to mitigate those risks?
These questions, and MUCH more, covered with me and Eugene Marshall on today’s episode of CAPitalize Your Finances!