Kevin Schneider

As a CPA and Pine & Co’s Tax Partner, Kevin Schneider makes sure individuals and businesses pay what they legally owe but not a penny more! Kevin oversees a growing team that delivers concierge-level service, where each client gets a proactive, custom tax strategy to maximize their wealth by minimizing their taxes.

Episodes

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Defer Taxes Till You Die! 1031 Exchanges

Defer Taxes Till You Die! 1031 Exchanges

Defer tax all your life! As a tax strategy, it's not as far-fetched as it sounds, and 1031 exchanges are the way to do it. In this episode, we talk with Dave Foster, founder and CEO of The 1031 Investor. He provides excellent advice, practical solutions to hurdles and key insights, in addition to true case-stories, to help real estate investors master this amazing tool in the tax code to defer taxes and build generational wealth.

Season 3
November 19, 2024
Tax Planning
Real Estate
Wealth Building
How Good Bookkeeping Transforms Your Business

How Good Bookkeeping Transforms Your Business

Here are 2 accounting truths on which business growth stands. 1. Bookkeeping is necessary, not a necessary evil. 2. The tax code helps to save money, not drain it. Bad bookkeeping and tax planning can shut down your business. But you can’t be your own CPA and bookkeeper without burning out! In this episode, we talk with accounting guru Matt Nelson, and we’ll share insights into bookkeeping, and the solution we’ve created for how you can leverage dedicated services for both under one roof. Feed your business growth plan and free yourself up to build your business.

Season 3
October 29, 2024
Bookkeeping
Tax Planning
Wealth Building
Entrepreneurship
Legal Aspects
Is Your Business at Risk? Mandatory BOI Reporting Explained

Is Your Business at Risk? Mandatory BOI Reporting Explained

The government has mandated the submission of the new Corporate Transparency Act’s Beneficial Ownership Information (BOI) report. And added hefty fines and jail time for non-compliances. Only certain categories of businesses are exempt. If you’re a business owner, you definitely want to know if you’re liable to file this report or not. In this episode, we talk with Matt Risenmay of CTA Integrity. Matt shares practical insights into BOI reporting, its pitfalls to avoid, difficulties, and penalties. Get solutions on how to file the report successfully.

Season 3
October 15, 2024
Legal Aspects
BOI Report
Compliance
Business
Practical Steps to Avoid a Tax Audit

Practical Steps to Avoid a Tax Audit

In this episode, tax attorney and ex-IRS agent Gabe Hogan returns to reveal the policy aspect that allows taxpayers to leverage the tax code while avoiding unnecessary fear, penalties, and audits. Learn how to protect your wealth and take full advantage of the tax code, all while staying compliant.

Season 3
October 1, 2024
Legal Aspects
Tax Planning
Wealth Building
Tax Strategy from Inside the IRS

Tax Strategy from Inside the IRS

An ex-IRS agent who wants to help taxpayers. Too good to be true? No! In this Hidden Money Podcast episode, meet Gabe Hogan, tax attorney, ex-IRS agent, and now a Tax Manager for Revo Taxpayer Advocacy. Gabe’s passion to help taxpayers is palpable as he unpacks the inner workings of the IRS to enable taxpayers to understand the system, its compliances, and how to navigate both the system and the tax code successfully to protect and build your wealth. This is your golden chance to lose your fear of the IRS!

Season 3
September 17, 2024
Tax Planning
Legal Aspects
W2 Income
Tax Planning: Unlocking Hidden Wealth

Tax Planning: Unlocking Hidden Wealth

Lie - The IRS is my enemy! The more I earn, the more I lose to taxes. Truth - The tax code is a wealth blueprint that my CPA can use to plan and build my wealth. In this episode, CPAs Mike Pine and Kevin Schneider break the fear of the IRS and the tax code, and reveal what tax advocacy is really all about. Listen to real stories, insights and key advice that can transform your fearful tax-planning journey into a powerful wealth-building one.

Season 3
September 3, 2024
Entrepreneurship
Wealth Building
Tax Planning
Financial Freedom
Passive Tax Filing to Proactive Tax Planning

Passive Tax Filing to Proactive Tax Planning

The revolution is here! The tax code is my map for wealth-building and my CPA is my financial partner! In this episode, CPAs Mike Pine and Kevin Schneider unveil the transformation of their tax firm Pine & Co. CPAs into Revo Taxpayer Advocacy. They’re revolutionizing the approach to tax planning, moving away from traditional CPA roles to become proactive tax-planning and wealth-building partners with clients.

Season 3
August 20, 2024
Tax Planning
Wealth Building
Financial Freedom
Rollovers as Business Startups (ROBS) Unlocks Your Retirement Account, Tax-Free!

Rollovers as Business Startups (ROBS) Unlocks Your Retirement Account, Tax-Free!

Did you know your retirement funds could drastically drop if the stock market crashed right before you started drawing them? In this episode, Paul Cook of Guidant Financial educates us on the exact way the tax code allows Rollovers as Business Startups (ROBS) to leverage your retirement account to generate income you can actively use, under an IRS-supported tax shield!

Season 2
August 6, 2024
Retirement Planning
Entrepreneurship
Wealth Building
W2 Income
The Cashflow Power of Mortgage Note Investing

The Cashflow Power of Mortgage Note Investing

Multifamily investments have been disrupted in the last two years, but the only answer to that is continuing diversification. What if you could be assured of a real estate investment option that yields consistent cashflow, no matter what? In this information-packed episode of the Hidden Money Podcast, Adam Roberts and Emily Cortright of A&E Investments, tell us about Mortgage Note investing. The revelations from their pivotal diversification into Mortgage Notes isn’t to be missed if you’re wanting to diversify successfully.

Season 2
July 23, 2024
Real Estate
Wealth Building
Diversification
Passive Income
How to Successfully Invest in Mobile Home Parks

How to Successfully Invest in Mobile Home Parks

Everyone wants affordable housing. Mobile homes are way more affordable than regular housing, and investing in mobile home parks can be a very successful long-term investment, if you do it wisely. In this episode of the Hidden Money Podcast, we talk with Jarrid Cavanaugh of Affinity Asset Group, whose wide experience with mobile home parks and honest, insightful answers gives us a wealth of information on how to successfully diversify into this very affordable housing solution.

Season 2
July 10, 2024
Real Estate
Wealth Building
Diversification
Passive Income
The IRS Doesn’t Want Your Tax Dollars

The IRS Doesn’t Want Your Tax Dollars

The tax code is designed to help businesses and build the economy, but not everyone knows how to responsibly leverage it. In this episode of the Hidden Money Podcast, Mike Pine and Kevin Schneider share case examples and insights on how proactive tax planning with the right partners can hugely catalyze financial growth and a stress-free tax life.

Season 2
June 25, 2024
Financial Freedom
Tax Planning
Wealth Building
Learn the Tax Hacks Used by Millionaires

Learn the Tax Hacks Used by Millionaires

No one knows how to leverage tax hacks better than the ultra-rich! This is your chance to learn from them! In this episode of the Hidden Money Podcast, Mike and Kevin discuss real case studies of clients who successfully pursued their passion by leveraging the tax code, legally, using strategies from the tax playbook of millionaires.

Season 2
June 12, 2024
Financial Freedom
Tax Planning
Entrepreneurship

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