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#95 | Financial Literacy from a Tax Perspective - Grant Dougherty
Manage episode 379155532 series 3290435
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Grant Dougherty is a tax expert and real estate advisor with a strong online following. He helps people with their taxes, financial analysis, and real estate investments. Grant has a federal license as an enrolled agent, allowing him to file tax returns in all 50 states and represent taxpayers before the IRS. He specializes in working with small business owners and real estate investors.
(0:00) - Introduction
(1:10) - Why Financial Literacy Matters
(6:36) - Common Financial Mistakes
(8:51) - Grant's Typical Clients
(11:11) - Proactive Tax Planning
(14:08) - Bookkeeping Essentials
(16:20) - Loans vs. Cash Payments
(18:31) - Inflation and Financial Decisions
(20:09) - Leveraging an LLC
(23:40) - IRS Criteria for Business vs. Hobby
(25:49) - COVID-era Tax Changes
(31:39) - Tax Benefits of Hiring Family
(34:15) - Building Tax-Free Wealth for Kids
(37:44) - Tax Implications on Passive Income
(40:43) - Diversifying Investments
(45:26) - Role of Bonds in Portfolio
(47:37) - Recent Tax Policy Changes
(51:38) - Book Recommendations
(53:46) - Grant's Investment Strategy
(57:25) - Lessons from 2008 Financial Crisis
(1:01:29) - Beginner's Guide to Finance
(1:04:04) - Future Podcast Plans
(1:04:24) - Closing Remarks
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