Todd Mardis's guest appearances

Todd Mardis

The Wealth Without Wall Street Podcast

The Next-Level Income Show

Free From Wall Street

Elon Musk

Pat Flynn

Rod Khleif

J Scott

Dave Zook

Billy Keels

Mitch Stephen

Robert Kiyosaki

Gary Boomershine

Dave Ramsey

Kevin Bupp

Matthew Sullivan

Marco Santarelli

Aaron Chapman

Chris Prefontaine

OwlTail

Walt Dallas

#158: It’s easy to feel as though taxes are stealing your wealth, and if you don’t know how to approach the tax code, you’re right. On the flip side, if you choose to embrace the tax code, you’ll discover the many ways to keep and expand your money. Today’s guests are Todd Mardis and Walt Dallas of Capital Preservation Services, whose collective mission is to leverage every legal and defensible way to expand their clients’ wealth through the tax code. They cover the concrete steps to getting more deductions and cash flow through your estate, as well as the ways you can utilize both S and C corporations to save thousands. The tax code can be cryptic, but by grasping it little by little, your wealth will rise.What you'll learn:The smart way to approach the tax codeHow to leverage your estate to increase cash flow and save moneyWhy paying less in taxes is the key to wealthAbout Todd and Walt:Todd Mardis is the founder and CEO of Capital Preservation Services, a tax consulting firm that helps high-earning clients with taxes, asset management, and estate planning. Todd has spent over 20 years consulting with business owners, physicians, and other high-earning clients on how to maximize cash flow and deductions. Walt Dallas serves as legal counsel and tax attorney, consulting with CPS on income tax planning, business succession, estates, and much more.

#158: It’s easy to feel as though taxes are stealing your wealth, and if you don’t know how to approach the tax code, you’re right. On the flip side, if you choose to embrace the tax code, you’ll discover the many ways to keep and expand your money. Today’s guests are Todd Mardis and Walt Dallas of Capital Preservation Services, whose collective mission is to leverage every legal and defensible way to expand their clients’ wealth through the tax code. They cover the concrete steps to getting more deductions and cash flow through your estate, as well as the ways you can utilize both S and C corporations to save thousands. The tax code can be cryptic, but by grasping it little by little, your wealth will rise.What you'll learn:<ul><li>The smart way to approach the tax code</li><li>How to leverage your estate to increase cash flow and save money</li><li>Why paying less in taxes is the key to wealth</li></ul>About Todd and Walt:Todd Mardis is the founder and CEO of Capital Preservation Services, a tax consulting firm that helps high-earning clients with taxes, asset management, and estate planning. Todd has spent over 20 years consulting with business owners, physicians, and other high-earning clients on how to maximize cash flow and deductions. Walt Dallas serves as legal counsel and tax attorney, consulting with CPS on income tax planning, business succession, estates, and much more.

Embracing the Tax Code with Todd Mardis and Walt Dallas

#48: What This Episode Is About Many of us are too reliant on our CPA who may be missing opportunities to help us save money on taxes. What opportunities are out there for us, and why do so many people who earn more than us pay less in taxes? Where can we find tax experts that…

#48: What This Episode Is About Many of us are too reliant on our CPA who may be missing opportunities to help us save money on taxes. What opportunities are out there for us, and why do so many people who earn more than us pay less in taxes? Where can we find tax experts that…

Why Wealthier People Pay Less in Taxes w/ Todd Mardis