Saving BIG On Taxes Requires The Right Paperwork

On this episode Heidi talks to Jeffrey Junek from Light Source Consulting. Learn how Jeffrey helps his clients save HUGE on taxes, but only with the right paperwork. Heidi and Jeff talk conservation easements, hiring your children, and more.
  • (00:00) - HWW 12 - Jeffrey Junek
  • (00:00) - Thank you to Engineered Tax Services
  • (00:39) - Welcome to the Healthy, Wealthy, & Wise Accountants Podcast
  • (01:26) - Jeffrey Junek joins the show
  • (05:22) - How do you balance your work life and physical health?
  • (10:51) - You don't have to go to a gym or run to exercise
  • (14:09) - What does your company do and how do you work with clients?
  • (16:38) - Do you work with CPAs?
  • (19:05) - Jeff helps with proper documentation
  • (23:48) - Conservation easements
  • (27:52) - Can you explain a little about how this calculation works?
  • (29:28) - Can you talk about the people wanting to change this beneift and laws being passed
  • (37:56) - What type of other alternative tax strategies do you tell to your clients
  • (46:34) - Wrap up and remember to subscribe so you don't miss an episode

Connect With Jeffrey Junek:

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Connect with Heidi Henderson :

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Creators and Guests

Heidi Henderson
Heidi Henderson
I am a Tax Consultant and Real Estate Investor, and podcast host of Healthy, Wealthy & Wise. I advise clients on the application of Tax Efficiencies relating to their investments both directly and indirectly. My education is in Accounting but my entrepreneurial spirit has led me through many business ventures. But I love finding money for people who didn't know it was there! Cost Segregation, 179D deduction, 45L credits, R&D tax credits, Historical Tax Credits, Conservation Easements, Opportunity Zones, Alternative Investments, and Captive Insurance are a few tools we can help you with. As the Executive Vice President and Board Member of Engineered Tax Services I help plan for growth and operational improvements internally, while working externally with investment minded individuals to optimize their investment. I also teach over 30+ Continuing Education courses annually to CPA's, Design Build Professionals and Real Estate Professionals across the U.S. If synergies are apparent, please send me a connection request and let's see how we can work together.
Saving BIG On Taxes Requires The Right Paperwork
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