Show Notes
In this episode of The Entrepreneur’s Logbook, Zachary speaks with Mark Myers, founder and tax-saving architect at Taxwise Partner.
A former Marine Corps Sergeant turned advanced tax strategist, Mark shares how he’s helped more than 500 clients collectively save hundreds of millions in taxes, reducing bills by 30–60% without undermining the work of CPAs or financial advisors. He explains why entrepreneurs should “build with the end in mind,” reverse-engineer a saleable business, and treat their tax burden as a profit center rather than a sunk cost.
Mark walks us through Taxwise Partner’s client process, from behind-the-scenes vetting with strategic CPA and RIA partners to a tailored fact-pattern analysis of income sources and capital gains events. He busts the myth of “gray area” loopholes, citing Judge Learned Hand’s famous quip that America has two tax systems: one for the informed, one for the uninformed, and stresses that all his recommended strategies are fully legal.
Listeners also learn about high-impact tactics beyond the usual “chip shots,” like acquiring depreciation through solar or equipment-focused “businesses in a box” and structuring charitable gifts of noncash assets at fair market value.
If you’re ready to stop overpaying Uncle Sam and unlock hidden profits in your growing enterprise, Mark’s step-by-step playbook will make you rethink everything you thought you knew about tax planning.
Timestamps
- Building with the end in mind: reverse-engineering business growth – 02:26
2. How Taxwise Partners’ tailored client process works – 04:22
3. “Two tax systems”: informed vs. uninformed legal strategies – 07:01
4. Treating your tax burden as a profit center & partnering with CPAs/RIAs – 11:26
5. Overlooked strategies: depreciation, tax credits & non-cash charitable donations – 17:56
Connect with Mark
https://www.linkedin.com/in/trevordudeck/
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