Last-Minute Tax Saving Strategies CPAs Wish You’d Use
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Last-Minute Tax Saving Strategies CPAs Wish You’d Use
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In this episode of The Preferred Way, CEO Carrie Cook sits down with CPA Larry Pendleton for a tactical deep dive into last-minute tax saving strategies you can still execute before the calendar hits 2026.
From “machetes and steak knives” to cost segregation, entity elections, bonus depreciation, health reimbursement arrangements, retirement plans, family involvement, and the Augusta Rule — Larry breaks down real, actionable strategies that business owners and investors can use to materially reduce tax liability.
If you’ve ever rushed to your CPA in March expecting miracles, this conversation is for you. Preparation, documentation, and smart planning are everything — and this episode gives you the roadmap.
Learn more or open an account with Preferred Trust Company:
https://preferredtrustcompany.com
Connect with Larry Pendleton, The Investors CPA:
https://theinvestorscpa.com
Follow for more episodes of The Preferred Way covering tax strategy, SDIRAs, wealth building, and smart investor planning.
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