The Tax Tip Diva - Kasey Ortiz Gives Invaluable Tax Tips!

Kasey Ortiz is the Tax Tip Diva

-

Kasey was in the Marine Corps for 6 years. She was medically retired, and received a lump sum payment as she exited the service. When she filed taxes that year it was taxed. The following year she was taking a basic tax class and learned that it shouldn’t have been taxable!

She amended the return, and got her money back! Now she has invested over 20 years into helping service members, real estate professionals, and the likes expertly negotiate their tax returns!

-

Tip 1: Know your tax professiona!

Tip 2: Expense it!

Tip 3: stop invoicing/taking payment at the end of the year

Tip 4: Do a cost-segregation study on multi-family real estate (more on this in our next episode).

-

Kaseys passion about taxes is obvious, and she offers some valuable resources at her website:

https://thetaxtipdiva.com/

She is on Instagram as @thetaxtipdiva

-

Link to the 50% discount on real estate professional tax worksheet: https://thetaxtipdiva.com/discount/VET (code: VET)

She has also thrown in an unadvertised discount on her tax-tip planner:

https://thetaxtipdiva.com/discount/LAUNCH?redirect=%2Fproducts%2Ftax-tips-yearly-planner

-

SUBSCRIBE: https://bit.ly/2Q3EvfE

-

Blog: https://www.frommilitarytomillionaire.com/start-here/

Instagram: https://www.instagram.com/frommilitarytomillionaire/

Facebook: https://www.facebook.com/frommilitarytomillionaire/

Audible: https://amzn.to/2K0wzxL

-

Join me in the BiggerPockets Pro community! https://www.frommilitarytomillionaire.com/we-recommend-BP-Pro/

-

Books I recommend

First read: https://amzn.to/2KcTEww

Real Estate Investing: https://amzn.to/2ltPRNm

Real Estate Investing: https://amzn.to/2yxFBNf

Real Estate Investing: https://amzn.to/2IhQ1QI

Building Wealth: https://amzn.to/2ttiwpf

Efficiency: https://amzn.to/2K1eRdy

Efficiency: https://amzn.to/2yvuu7K

Negotiating: https://amzn.to/2tmCyT7