147 \\ How a CPA Couple Saved $67,581 in Taxes: Real Case Study and Tax Planning Tips

In this episode, Tiffany reveals the exact strategies she used to save a client couple $67,581 in taxes. You’ll hear how a financial advisor and a CPA—both professionals—still missed major opportunities for tax planning until they partnered with an expert. This deep dive walks you through how S-corporation elections, the Augusta strategy, accountable plans, oil and gas investments, home office deductions, and a QSEHRA (health reimbursement arrangement) completely changed their tax bill. These actionable insights will help you see how a comprehensive tax plan can legally reduce your taxes, even if you think you’re already doing everything right. If you’ve ever wondered what a real tax planning engagement looks like and how to unlock hidden tax savings, this is the episode you don’t want to miss.

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