#393 – Duncan Kelm, Arrow Point Tax – Strategic Tax Planning & Tax Mitigation Strategies

46 minutes

Today’s guest is Duncan Kelm, managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes.

In today’s episode, we’re talking about everyone’s favorite subject – taxes! Tax day is less than 2 months away so this couldn’t be timelier. Duncan walks us through some tax breaks for businesses, individuals & private investments.

We touch on the difference in taxes within the US and then get into the Employee Retention Tax Credit, which Duncan pounds the table about why more people need to know about it. Then we get into my personal favorite, yes, QSBS. We also touch on Opportunity Zones, which long-time listeners have heard us talk about before.

Duncan provided resources related to the conversation today: Employee Retention Tax Credit & his Top Tax Strategies.


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