(Strategies to Implement During the Year)
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“In America, there are two tax systems; one for the informed and one for the uninformed. Both systems are legal. Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”
- Judge Learned Han
A savvy business owner knows to meet with his or her tax strategist at the beginning of each year to set the parameter of strategies he or she will use during the year in their business. He or she also knows to meet with his or her strategist towards the end of the year to review any adjustments to the tax plan. The government gives incentives to those who plan. These strategies are available to those who are proactively tax planning.
is Advanced Tax Advisors’ founder, CEO, and an expert at implementing tax-saving strategies for business owners, landlords, and real estate investors. As a tax strategist, he has saved his clients millions in taxes over the years. He uses strategies such as cost segregation reports, accelerated depreciation, bonus depreciation, selecting the right tax entity or having multiple tax entities, income shifting, Augusta rule, and many more to save his clients tens or even hundreds of thousands in taxes.
Jose has 23 years of business experience, mostly in the management and accounting arena, with the last eight years dedicated to protecting individuals’ and businesses’ hard-earned income from the IRS through innovative tax planning strategies. He is constantly invited to speak at local real estate associations and other business-related events and expos on tax topics including the Trump’s Tax Cuts and Jobs Act, Cost Segregation, and tax planning strategies.
Early on, in his career, and prior to kick-starting his tax advisory company, Jose was part of various management teams in the private sector and began developing the fundamentals of systems and strategizing within a business.
Fast forward several years after managing businesses ranging from 5 million to 100 million a year in annual gross revenues, Jose has now strategized with thousands of business owners saving them tens of thousands in taxes per capita using his tax saving techniques.
Jose is an Enrolled Agent, federally licensed by the Department of U.S. Treasury to represent clients in front of the IRS, and is the former President of the Florida Society of Enrolled Agents, Broward Chapter 2019 - 2020. He is also a member of the American Society of Tax Problem Solvers and a National Tax Practice Institute™ Fellow (NTPI Fellow®).
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