Koebnick: Freedom from Federal Taxes? The Tribal Credit That’s Sparking Fireworks in Tax Advisory | The Concierge CPA

This holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings. The Concierge CPAWith Jackie MeyerFor CPA Trendlines As Americans celebrate independence, a lesser-known federal tax credit tied to Native American tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it. More Jackie MeyerOn this special Independence Week episode of The Concierge CPA podcast, host Jackie Meyer, CPA, sits down with Chad Koebnick, vice president of Specialized Tax Services at Nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.“This is one of those once-in-a-decade strategies,” says Meyer. “But it’s new, and with that comes skepticism. That’s why we brought in Chad to break it all down.”