The Tax Tip Diva - Kasey Ortiz Gives Invaluable Tax Tips! | From Military to Millionaire Podcast

Kasey Ortiz is the Tax Tip Diva
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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!
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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).
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Kaseys passion about taxes is obvious, and she offers some valuable resources at her website:
link
She is on Instagram as @thetaxtipdiva
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Link to the 50% discount on real estate professional tax worksheet: link (code: VET)
She has also thrown in an unadvertised discount on her tax-tip planner:
link
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SUBSCRIBE: link
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Blog: link
Instagram: link
Facebook: link
Audible: link
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Join me in the BiggerPockets Pro community! link
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Books I recommend
First read: link
Real Estate Investing: link
Real Estate Investing: link
Real Estate Investing: link
Building Wealth: link
Efficiency: link
Efficiency: link
Negotiating: link