{"id":53616,"date":"2019-12-14T10:56:59","date_gmt":"2019-12-14T15:56:59","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=53616"},"modified":"2019-12-14T10:56:59","modified_gmt":"2019-12-14T15:56:59","slug":"tdi-podcast-last-minute-tax-tips-640","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2019\/12\/14\/tdi-podcast-last-minute-tax-tips-640\/","title":{"rendered":"TDI Podcast: Last Minute Tax Tips (#640)"},"content":{"rendered":"<p>CPA, Adam Spiegel<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/the-disciplined-investor\/id217999782\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-medium wp-image-257 alignright\" title=\"iTunes Subscribe\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2016\/07\/itunes_subscribe3.png\" alt=\"\" \/><\/a> is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips.<\/p>\n<p>At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time.<\/p>\n<p><!--more--><\/p>\n<hr \/>\n<p><a href=\"https:\/\/mbafcpa.com\/\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-53617\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/12\/Spiegel-Adam-Headhot-214x300.jpg\" alt=\"\" width=\"160\" height=\"224\" srcset=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/12\/Spiegel-Adam-Headhot-214x300.jpg 214w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/12\/Spiegel-Adam-Headhot-768x1075.jpg 768w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/12\/Spiegel-Adam-Headhot-610x854.jpg 610w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/12\/Spiegel-Adam-Headhot-1080x1512.jpg 1080w, https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2019\/12\/Spiegel-Adam-Headhot.jpg 1100w\" sizes=\"auto, (max-width: 160px) 100vw, 160px\" \/><\/a><strong><a href=\"https:\/\/mbafcpa.com\/professionals\/adam-spiegel\/\">Adam Spiegel, CPA<\/a><\/strong>, is a principal in the Tax and Accounting Department at <strong><a href=\"https:\/\/mbafcpa.com\/\">MBAF<\/a><\/strong>, and the Managing Principal of the Fort Lauderdale office at MBAF.<\/p>\n<p>Since 1993, Adam has been involved in all aspects of accounting services and accounting systems for closely-held businesses and individuals ranging in size from start-ups to $1 billion. He focuses on providing a diverse blend of financial analysis and tax planning services.<\/p>\n<p>Adam\u2019s expertise focuses on accounting and tax planning for professional service providers such as physicians, attorneys, architects, engineers, advertising, and public relations. His experience also includes working with franchises, hotels, and real estate developers and owners, both commercial and residential.<\/p>\n<p>Adam also focuses on providing financial and tax planning advice to high net-worth individuals by helping them minimize taxes and build their net worth to transfer from one generation to another. Adam has extensive knowledge of accounting systems and helps his clients implement efficiencies using automation techniques.<\/p>\n<p>Adam began his career at <strong><a href=\"https:\/\/mbafcpa.com\/\">MBAF<\/a><\/strong> in 1993 and has contributed to the growth of the firm through his dedication to exceptional value-added service.<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a class=\"twitter-follow-button\" href=\"https:\/\/twitter.com\/andrewhorowitz\" data-size=\"large\" data-show-count=\"false\">Follow @andrewhorowitz<\/a><script async src=\"\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Looking for style diversification?<\/strong> More information on the TDI Managed Growth Strategy &#8211; <strong><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/tdi-strategy\/\">HERE<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"http:\/\/envestology.com\/envestology-update-webinar-june192019\/\">eNVESTOLOGY Info and Webinar Replay<\/a><\/strong><\/p>\n<p style=\"text-align: center;\"><strong><a href=\"http:\/\/www.triggercharts.com\/webinar-pre-market-rundown-fridays\/\">Friday Pre-Market Run-Down Webinar Registration<\/a><\/strong><\/p>\n<hr \/>\n<p style=\"text-align: center;\">Stocks mentioned in this episode: N\/A<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_845\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('845','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=53616-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode640.mp3\">Download<\/a> (Duration: 55:33 &#8212; 51.3MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>CPA, Adam Spiegel is our guest this week. It is a great time to start thinking about last-minute tax savings ideas and Adam provides several useful tips. At the top of the show, we spend some time talking about the no-deal trade deal and the likely impact on markets over time.<\/p>\n<div class=\"powerpress_player\" id=\"powerpress_player_846\"><a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3\" title=\"Play\" onclick=\"return powerpress_embed_html5a('846','https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3');\" target=\"_blank\"><img decoding=\"async\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/powerpress\/TDI_PlayPodcast-679.png\" title=\"Play\" alt=\"Play\" style=\"border:0;\" \/><\/a><\/div>\n<p class=\"powerpress_links powerpress_links_mp3\" style=\"margin-bottom: 1px !important;\">Podcast: <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3\" class=\"powerpress_link_pinw\" target=\"_blank\" title=\"Play in new window\" onclick=\"return powerpress_pinw('https:\/\/thedisciplinedinvestor.com\/blog\/?powerpress_pinw=53616-podcast');\" rel=\"nofollow\">Play in new window<\/a> | <a href=\"https:\/\/media.blubrry.com\/tdi_podcast\/thedisciplinedinvestor.com\/blog\/podcasts\/tdi_episode640.mp3\" class=\"powerpress_link_d\" title=\"Download\" rel=\"nofollow\" download=\"tdi_episode640.mp3\">Download<\/a> (Duration: 55:33 &#8212; 51.3MB)<\/p><p class=\"powerpress_links powerpress_subscribe_links\">Subscribe: <a href=\"https:\/\/open.spotify.com\/show\/5vtvEVDPUi4221imwhXyXt\" class=\"powerpress_link_subscribe powerpress_link_subscribe_spotify\" target=\"_blank\" title=\"Subscribe on Spotify\" rel=\"nofollow\">Spotify<\/a> | <a href=\"https:\/\/tunein.com\/podcasts\/Markets-and-Investing\/The-Disciplined-Investor-p414586\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_tunein\" target=\"_blank\" title=\"Subscribe on TuneIn\" rel=\"nofollow\">TuneIn<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/feed\/podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_rss\" target=\"_blank\" title=\"Subscribe via RSS\" rel=\"nofollow\">RSS<\/a> | <a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/subscribe-to-podcast\/\" class=\"powerpress_link_subscribe powerpress_link_subscribe_more\" target=\"_blank\" title=\"More\" rel=\"nofollow\">More<\/a><\/p>","protected":false},"author":1,"featured_media":53621,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[9,296],"tags":[482,297],"class_list":["post-53616","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcasts","category-shownotes","tag-podcasts","tag-show-notes","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/53616","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=53616"}],"version-history":[{"count":5,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/53616\/revisions"}],"predecessor-version":[{"id":53624,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/53616\/revisions\/53624"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/53621"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=53616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=53616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=53616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}