Episode 12: Navigating the IRS Examination Process: A Guide for Taxpayers
Jet Setting Wealth AdvisoryShow Notes
Ever wondered how to navigate the maze of IRS tax controversies and safeguard your wealth in a changing tax landscape?
In this episode of Jet Setting Wealth Advisory, David T. Yu speaks with Michael Kramarz, Principal at Kaufman Rossin's Tax Service Advisory Group and a former IRS Special Trial Attorney. Michael shares over 14 years of expertise in navigating complex tax matters, from high-stakes IRS disputes to creative tax planning for businesses and high-net-worth individuals. With insights drawn from his work in the public and private sectors, Michael offers actionable advice on managing IRS audits, understanding policy changes, and protecting your financial future.
Key Takeaways: → How preparation can shield you from IRS penalties. → Why consulting with advisors helps you adapt to evolving tax laws and keeps your finances stress-free. → The secret to staying ahead of IRS scrutiny. → Why you should pay attention to legislative changes. → How innovative strategies, such as using the Cohan Rule, can turn seemingly dire situations into opportunities for success.
More from Michael Kramarz and Kaufman Rossin: Website: http://www.kaufmanrossin.com/ LinkedIn: https://www.linkedin.com/in/michael-kramarz/ Instagram, Facebook, YouTube: @kaufmanrossin
Engage with David T. Yu: Connect on LinkedIn, Instagram, & Facebook Sign up for our newsletter or book a call! Visit: DTY Wealth Planning Solutions
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