109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA
JUN 10, 202631 MIN
109: The Zero Tax Strategy: Legally Eliminating Taxes with Jeremy Lederer, CPA
JUN 10, 202631 MIN
Description
In this episode, Gabe McManus sits down with Jeremy Lederer, CPA and founder of XIT CPA, to explore what separates a tax preparer from a true tax strategist. Jeremy brings more than 16 years of experience working with entrepreneurs, business owners, and high-income professionals to zero (yes, zero) out their federal tax liability using legal, government-backed strategies. From film financing deductions to healthcare software investments, Jeremy breaks down the frameworks he writes about in his book The Zero Tax Strategy. He makes the case that implementation, not information, is the missing ingredient for most people. This is one for any financial advisor whose clients are paying more to Washington than they have to.About Jeremy LedererJeremy Lederer, CPA, is the founder of XIT CPA, a tax strategy firm that landed on the Inc. 5000 list of the fastest-growing private companies in America in 2023. With over 16 years of experience, Jeremy specializes in helping entrepreneurs and high-income professionals legally reduce or eliminate their federal tax burden through personalized, audit-proof strategies. A former professional golfer and winner of the 2008 San Juan Open, he brings the same precision and competitive drive to tax planning that he once brought to the fairway. Jeremy is also the author of The Zero Tax Strategy and a former certified mastery-level strategist within Tom Wheelwright's WealthAbility Network.What We CoverWhy Jeremy quit his firm in 2014, and the $100,000 savings opportunity his managing partner refused to pursue for a clientWhy the average age of a CPA today is close to 70, and what that means for the quality of advice most business owners are gettingThe fundamental premise of the U.S. tax code: 99.9% of its 80,000 pages are about how to avoid tax legally, not how to pay itHow W-2 earners can use Section 181 film financing to create a $400,000 deduction from a $100,000 cash investmentThe Amanda case study: a $2 million-per-year biotech founder who zeroed her tax with a $300,000 healthcare software investmentWhat "to change your tax, you have to change your facts" actually looks like in practiceThe audit that went perfectly: a $500,000 deduction, a nervous client, and a "no change" outcomeResources MentionedThe Zero Tax Strategy by Jeremy Lederer, CPA — available at zerotax.com/bookVivid Vision by Cameron HeroldConnect with Jeremy LedererWebsite & book: zerotax.com/bookXIT CPA: xitcpa.comLinkedIn: linkedin.com/in/jeremy-lederer-6128691bSupport the show