The Tax Playbook for Wealth: Helping Business Owners Keep More of What They Earn with Michael Uadiale - Episode #347

Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprint

In this detailed episode of In The Lab, Ruben sits down with tax strategist and CPA, Michael Uadiale Michael brings the type of clarity most entrepreneurs wish their CPA would give them, breaking down the real tax game in a way that feels simple, concrete, and practical.

Michael shares why the tax code is built for business owners and investors, not W2 earners — and how most people are losing money simply because they’re operating in the wrong category. He explains the difference between tax preparation, tax planning, and tax strategy, why bonus depreciation is so misunderstood, and how entrepreneurs can position themselves before Q4 ends.

Throughout the conversation, Michael outlines the real KPIs that matter for understanding your tax position, the most common blind spots he sees in operators, and how AI is reshaping the accounting industry. More importantly, he gives a blueprint for building a tax-optimized business structure — from entity setup, to bookkeeping hygiene, to capturing deductions the right way.

This episode is a must-listen for anyone who wants to stop guessing, stop overpaying, and finally understand how to use the tax code as a tool for building wealth. Tune in now to learn how Michael’s strategic approach can help you keep more of your money, protect your business, and plan for long-term freedom.

HIGHLIGHTS OF THE EPISODE:

11:50 Michaeil talks about the tax code and real estate success.

17:40 Michael talks about getting proactive on managing taxes

KEEPING IT REAL:

04:20 – What CPAs do

07:58 – Compliance vs. strategy

11:15 – Why books matter

14:42 – Cash flow leaks

17:10 – Business owner mindset

20:55 – W2 vs. 1099

23:41 – Entity structure basics

26:12 – LLC vs. S-Corp

29:09 – Audit red flags

32:44 – Deduction vs. credit

36:01 – Mileage & receipts

40:28 – Real estate benefits

44:12 – Depreciation explained

48:00 – Cost segregation use

52:18 – Passive vs. active

55:44 – Short-term rental rules

58:59 – Material participation tests

1:02:10 – Tax strategy stacking

1:05:08 – Mid-term rental angle

1:08:30 – Investor documentation

1:12:44 – AI and accounting

1:16:10 – Scaling financial ops

1:20:55 – Final takeaways

CONNECT WITH THE GUEST

Linkedin: https://www.linkedin.com/in/smeedcpa/

Instagram: https://www.instagram.com/michael_uadiale/?hl=en

#TaxStrategy #BusinessFinances #RealEstateInvesting #CashFlow #EntrepreneurMindset #FinancialLiteracy #SREI #BusinessOwnerLife #CPAInsights #WealthBuilding