Hidden Money Podcast

Mike Pine and Kevin Schneider
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In the Hidden Money podcast, you'll learn how you can legally use the tax code to your financial advantage. There’s wealth inside the tax code. Taxes aren’t the enemy. Most people hate taxes (and pay more than they should). But when you view taxes only as an evil expense, you miss out on legal ways to grow your wealth. Unlock the secrets to saving tax and building wealth with the Hidden Money Podcast! 🎧💰 Hosted by Mike Pine and Kevin Schneider.

  1. Avoid the “Buy a Truck” Trap: Smart Year-End Tax Planning FAQ

    -3 J

    Avoid the “Buy a Truck” Trap: Smart Year-End Tax Planning FAQ

    If your idea of year-end tax planning is “buy a new truck to save on taxes,” think again. In this episode of Hidden Money Podcast, tax strategist and CPAs at Revo Tax Mike Pine and Kevin Schneider answer the 10 most frequently asked questions about proactive tax planning. They bust the myth that purchasing a big asset is the best way to cut your tax bill and share smarter strategies to change your facts and legally lower your tax before December 31. You’ll learn: Tax Planning vs. Tax Prep: Why planning ahead is a game-changer (and how it differs from simply filing taxes). Avoidance vs. Evasion: The crucial difference between legal tax avoidance and illegal tax evasion, and how to stay on the right side of the law. Timing is Everything: When to start planning and how often to review your strategy (so you never miss out on deductions or credits). Audit Risk Myths: Whether using aggressive tax strategies (like big year-end write-offs) increases your audit risk, and how proper documentation keeps you audit-proof. Real Savings Examples: How smart moves (like strategic investments and business structuring) helped real clients save tens of thousands Cost vs. Benefit: What quality tax planning services might cost and why the right tax strategy can pay for itself multiple times over. Stop Overpaying: Simple ways to ensure you’re not leaving Uncle Sam an unnecessary tip. If you’re earning well and not planning proactively, you are overpaying your taxes. Ready to stop overpaying and keep more of what you earn? Book a free consultation with the Revo Tax team at revotaxpayer.com to get your personalized year-end game plan. Disclaimer: This episode is meant for educational purposes only and is not tax, legal, or financial advice. Always consult with a qualified professional for personal guidance.

    28 min
  2. Pay Less, Legally: What Year-End Tax Planning Really Means

    -5 J

    Pay Less, Legally: What Year-End Tax Planning Really Means

    If your only touchpoint with a CPA is dropping off documents in March, you’re doing tax prep, not tax planning. In this episode, Mike and Kevin show how proactive tax strategy, in-year moves (made before December 31) can change your facts and legally lower your tax. You’ll learn: Tax planning vs. tax preparation (and why planning must come first) How to find a CPA/ tax strategist who meets with you before filing season Smart year-end moves for W-2 high earners and the self-employed Using investments (e.g., oil & gas) to repurpose taxes into your portfolio How planning can restore phased-out credits and compound savings Ready to change your facts and your tax? Book a free consultation at Revo Tax Disclaimer: This is meant to be educational content only; not tax, legal, or investment advice.

    24 min
  3. Real Estate Series Part 6: How Opportunity Zones Create Tax-Free Wealth

    28 OCT.

    Real Estate Series Part 6: How Opportunity Zones Create Tax-Free Wealth

    The Tax-Free Exit Strategy Your CPA Wishes They Knew About You've heard the saying: the only sure things are death and taxes. Mike and Kevin are here to call BS on the taxes part. In this episode of Hidden Money, we dive deep into the Opportunity Zone (OZ) strategy, a powerful but underused tool, recently supercharged by the One Big Beautiful Bill act. Learn how savvy investors are using OZs to legally defer capital gains for years and ultimately pay $0 on the profit when they sell. This isn't theory; it’s an actionable playbook for those with serious capital gains (stock sales, business exits, etc.) looking for a way out. Inside The Advanced OZ Playbook: The Zero-Tax Finish Line: How a simple 10-year hold in an OZ can turn a multi-million dollar appreciation into a completely tax-free sale. The New Rules That Matter: We decode the bill's changes, including the permanent status of OZs and the new, easier requirements for "Qualified Rural Opportunity Zones." DIY Fund vs. Brokerage Pool: Why Mike and Kevin often advise clients to create their own OZ partnership/fund instead of going the traditional 1031 route or trusting a large fund. Real Client Strategies: Rolling $5M in Microsoft/Tesla stock gains into a self-storage build and using vested RSU income to secure a tax-advantaged short-term rental. The Ultimate "Double Dip": Layering Cost Segregation with an OZ investment to generate massive paper losses now while securing the tax-free exit later. Who needs this? If you're a business owner, high-net-worth investor, or anyone sitting on a mountain of stock gains, this episode is your blueprint. Ready to challenge the axiom? Mike and Kevin practice what they preach. Book a free consultation with Revo Tax, to see how an Opportunity Zone strategy could work for your capital gains.

    23 min
  4. Real Estate Series Part 5: How Smart Investors Use Syndications to Build Wealth Without Overpaying Taxes

    21 OCT.

    Real Estate Series Part 5: How Smart Investors Use Syndications to Build Wealth Without Overpaying Taxes

    Thinking about real estate syndications? In this episode, we sit down with Jack, operator, LP, and former Fortune 500 M&A/CFO leader, to break down how syndications work, who should consider them, and the (very real) tax advantages when they’re structured well. What a syndication actually is (and how it differs from partnerships and going solo) GP vs. LP roles, simple vs. complex waterfalls (why many pros prefer an 80/20 after return of capital) Accredited investor rules, risks, and why due diligence on the operator comes first Tax angles: 100% bonus depreciation, passive loss carry forwards, tax-advantaged distributions vs. stock dividends Interest rates, insurance, and property taxes - how today’s headwinds shape deals (and how strong operators respond) Practical LP checklist: track record, comp, skin-in-the-game, docs you must read (PPM, OA. If you’re a high-income earner or business owner and want proactive tax strategy, grab a free consult with our team at Revo Tax . Disclaimer: This is education, not financial/tax/legal advice. Always consult your own advisor.

    33 min
  5. Real Estate Series Part 4: Purchase Price Allocation – The #1 Tax Hack for Real Estate Investors

    15 OCT.

    Real Estate Series Part 4: Purchase Price Allocation – The #1 Tax Hack for Real Estate Investors

    Real estate investors are missing one of the most powerful, and overlooked tax strategies: Purchase Price Allocation (PPA). In this episode, Mike Pine & Kevin Schneider from Revo Tax reveal how to use PPA to front-load depreciation, offset W-2 or self-employed income, and dramatically lower your tax bill. Learn how PPA compares to cost segregation, when each is best, and why this move can supercharge your returns. Episode highlights: What PPA is and why the IRS requires it for trade or business purchases Real-world examples: 25–35% depreciation with cost seg vs. 80%+ with PPA Structuring offers with sellers and covering their tax to close the deal How to mitigate recapture, bonus depreciation limits, and timing issues Whether you’re buying your first short-term rental or scaling a multimillion-dollar portfolio, this episode will change how you think about depreciation. Work with Mike & Kevin: revotaxpayer.comLearn more: hiddenmoney.com This is educational content, not tax, legal, or financial advice. Talk to your advisor about your portfolio.

    31 min
  6. Real Estate Series Part 3: How Long-Term Rentals Build Wealth (and Cut Taxes)

    10 OCT.

    Real Estate Series Part 3: How Long-Term Rentals Build Wealth (and Cut Taxes)

    Build steady cash flow, pay down debt with tenant dollars, and unlock serious tax advantages without living inside an Airbnb turnover. In Part 3 of our Real Estate Series, Mike and Kevin break down how long-term rentals build wealth and legally cut taxes. What you’ll learn Long-term rentals vs. short-term: cash flow, workload, and tax treatment Passive vs. active income rules, and why that matters for your W-2 The truth about Real Estate Professional (REP) status Material participation for long-term rentals and when the grouping election helps (or hurts) Why “good debt” + depreciation can accelerate returns Real client wins (cost seg, losses, and dropping effective tax rates) Lifestyle benefits (own near family, travel to “inspect,” and still keep it a legit business) Follow the show for the full series and weekly tax strategy drops at https://hiddenmoney.com/Want a free tax strategy call with Mike or Kevin? Schedule at revotaxpayer.com.

    26 min
  7. Real Estate Series Part 2: How Vacation Rentals Unlock Hidden Tax Benefits

    23 SEPT.

    Real Estate Series Part 2: How Vacation Rentals Unlock Hidden Tax Benefits

    Thinking about buying a vacation rental—or already own one? In this episode of the Hidden Money Podcast, we break down how short-term rentals can be a powerful wealth-building and tax-saving tool. From bonus depreciation and cost segregation studies to material participation rules and IRS audit strategies, we show you how to make the tax code work in your favor. You’ll hear real client examples of investors who’ve turned down payments into six-figure tax savings, plus the common mistakes that can sink your strategy. 👉 What you’ll learn in this episode: How vacation rentals can offset your active income Why 100% bonus depreciation is back and how to use it The truth about DIY vs. professional cost segregation How to avoid IRS pitfalls and pass audits with confidence Key rules around personal use, material participation, and depreciation recapture Whether you’re a high-income earner or just starting with short-term rentals, this episode will help you unlock hidden tax benefits most investors overlook. Follow the Hidden Money podcast for the rest of our Real Estate Series and practical tax strategies you can put to work today and reach out to Revo Tax to build the right tax strategy for you

    27 min
  8. Real Estate Series Part 1: How to Start Real Estate Investing the Right Way

    16 SEPT.

    Real Estate Series Part 1: How to Start Real Estate Investing the Right Way

    Real estate can build wealth three ways—cash flow, appreciation, and (the sleeper) depreciation. In today’s kickoff to our Real Estate Series, we break down how to start smart: entities, lending, liability protection, and why fixed-rate debt + depreciation can supercharge ROI. In this episode: LLCs vs. S-Corps/C-Corps for rentals (and how to keep your veil intact) Lending basics for investors: down payments, personal guarantees, fixed vs. variable Leveraging debt safely (not the Dave Ramsey kind) The “hidden money” in depreciation and when it can offset W-2 income Planning to scale: holding companies, series LLCs, and insurance Resources & next steps:• Learn more or book a free strategy session: revotaxpayer.com• Explore the show + more episodes: hiddenmoney.com Disclaimer: We’re CPAs, not your attorneys. This is education, not legal or tax advice. Talk to your own pros about your situation.

    29 min
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À propos

In the Hidden Money podcast, you'll learn how you can legally use the tax code to your financial advantage. There’s wealth inside the tax code. Taxes aren’t the enemy. Most people hate taxes (and pay more than they should). But when you view taxes only as an evil expense, you miss out on legal ways to grow your wealth. Unlock the secrets to saving tax and building wealth with the Hidden Money Podcast! 🎧💰 Hosted by Mike Pine and Kevin Schneider.

Informations

  • Création
    Mike Pine and Kevin Schneider
  • Années d’activité
    2023 - 2025
  • Épisodes
    85
  • Classification
    Tous publics
  • Copyright
    © Mike Pine and Kevin Schneider
  • Site web de l’émission
    Hidden Money Podcast

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