Short spoken excerpt (YouTube transcript) where the speaker contrasts "tax strategists" with CPAs, arguing CPAs often act as historians while tax strategists proactively structure income to stay inside companies (minimizing W-2s). The speaker says their main work is on the behavioral side: how to live the corporate life required to execute those strategies.
And I always say tax strategist, because there's a lot of CPAs who are historians, and historians are people who you're going to hand them your stuff, and they're going to document your history and say, here, Kris, this is what you owe. In taxes. There's no strategy, there's no plan. Versus the way I teach it is, you know, companies make money, individuals get taxed. I don't want the money to come to me. I want as little as possible as a W2 to come to me. And I want the companies to make all the money because you activate the tax code so that our tax strategists look at that strategy and say, how do you best use them? But then there's no behavioral. So where I come in is most of my work is the behavior of how do you live that corporate life?
How to Bullet Proof Your Portfolio and Become a Financial Beast with Eric Miller
