Description

Business owners are always looking for ways to save on taxes—but some strategies, when done incorrectly, can lead straight to an IRS audit or even tax court. Join tax attorney and wealth advisor Nikhil (Nik) Agharkar and tax controversy attorney Lance Rothenberg for a deep dive into three tax-saving strategies: leveraging the Augusta Rule for tax-free rental income, maximizing the R&D tax credit, and optimizing retirement plans for business owner. We’ll examine real-life tax court cases where businesses got these strategies wrong—resulting in audits, penalties, and even criminal investigations. Learn how to implement these, and similar strategies, the right way while staying compliant and protecting yourself from IRS or State Tax audit scrutiny. If you think tax planning is optional, think again—bad strategy (or no strategy) could cost you everything. Don’t miss this essential session for business owners who want to keep more of their money and stay out of trouble!

Speakers:

Nikhil (Nik) Agharkar

Wealth Advisor 

 Shorehaven Wealth Payments

Lance Rothenberg

Tax Controversy Attorney 

Rothenberg Tax Law, LLC