Listener Reviews

As a former tax attorney and current real estate settlement agent, I thought I was relatively well versed in all things real estate. Nope. This podcast is proof you can teach an old dog new tricks. David presents topics in an informative and entertaining manner (ok, it's still tax and investing). It's been a great resource for my personal investing and for advising clients. Thanks Mr. Cash Flow!!

Did a great job with expert guest of laying out he basics of addressing EDL loan challenges. None of the normal scare tactics and emotions. Do something now. Take action. Here is your 5 step plan. Methodical. Sage Advise.

David teaches us that tax avoidance is mandatory and he knows his stuff! I spent nearly 35 years at the IRS, most of it in collection and on complex cases. I didn’t expect to learn much from a podcast aimed at real estate investors and business owners. I was wrong. David explains cost segregation, depreciation, and other strategies in a way that is practical and easy to follow. He looks at tax from the investor’s side of the table, which is a view I never got from the inside. It helps me understand how my clients think and what questions they bring me. If you invest in real estate, run a business, or advise people who do, this show is worth your time. Full disclosure: I’m fortunate to be a future guest on the show. I’d have written this review either way because I listen and I recommend it.

David has opened my eyes to the way I view my investments properties and the legal tax laws that allow me to recapture the money lost-not talking your basic ‘write off’! What is more surprising is the average investor like myself, is not ‘in the know’ on these detailed tax laws! Do yourself a favor and check out The Tax Strategy Playbook-you won’t regret it!

So happy I found this show.

Hello, I thought the podcast was great. As a busy CPA firm owner, I dont have time to work on every project. David helps with cost segregation, R&D tax credit. We have worked with him before with Cost Seg.

Great information for high net worth people and business owners!