Today I want to introduce you to a new friend of mine, Eugene Marshall, a tax advisor and founder/CEO of Magnolia Tax Services in Chicago. As most CAPitalizers know, tax planning and tax management are two of the most important elements of financial planning, and we’re going to cover that topic thoroughly today.
As always, I’ve got MANY questions for Eugene: What are some of the most common mistakes that both business owners and everyday people make when it comes to taxes? What are some strategies to give someone who’s looking to save on their taxes? What let Eugene into the world of real estate and how did it help to build his net worth? And how has the rise in interest rates affected his portfolio and what are some of the things he’s doing to mitigate those risks?
These questions, and MUCH more, covered with me and Eugene Marshall on today’s episode of CAPitalize Your Finances!
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. Eugene Marshall and any other individual or company mentioned in this podcast are not affiliated with CAPitalize Your Finances or LPL Financial. LPL ART-505456 (11/23)