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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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
How to Invest Successfully in Short-Term Rentals

How to Invest Successfully in Short-Term Rentals

With business booms comes saturation as everyone jumps onto the bandwagon to make their own bit, and then, the competition becomes insane! In this Hidden Money Podcast episode, we talk with Shawn Moore of Vodyssey, a short-term rental expert and coach with 24 years of experience in the ups and downs of this tricky but lucrative market. We explore just what you need to know to play in that top 20% creamy layer that can make short-term rental investments well worth it for you.

Season 2
May 28, 2024
Real Estate
Diversification
Wealth Building
Oil and Gas 101 for Investors

Oil and Gas 101 for Investors

Black Gold! In this episode of the Hidden Money Podcast, we talk with RJ Burr of Panex Panther Exploration, an oil guru whose family has been three generations in Oil and Gas. His palpable passion and deep experiential wisdom provide a perfect Oil and Gas 101 for anyone interested in diversifying their portfolio and investing in this still essential resource.

Season 2
May 14, 2024
Oil and Gas
Diversification
Wealth Building
How To Avoid IRS Tax Scams!

How To Avoid IRS Tax Scams!

Today’s digitalized environment has triggered cybercrime, digital fraud and AI-enhanced scamming at an unimaginable rate. In this episode of the Hidden Money Podcast, Mike and Kevin share their concern and strongly encourage you to be protected and your data secured. They expose several scams, and share both personal experiences as well as key information, practical tips and strategies to avoid being financially and tax scammed.

Season 2
April 30, 2024
Legal Aspects
Tax Planning
Financial Freedom
The Art of Long-Term Wealth Building and Management

The Art of Long-Term Wealth Building and Management

How do you build wealth successfully regardless of the state of the economy and volatility, especially in the US? In this fascinating episode of the Hidden Money Podcast, we talk with Omar Khan of Boardwalk Wealth. Omar’s seasoned business and financial savviness produces deep insights into financial decision-making, investment strategies, productive mindsets, and more.

Season 2
April 16, 2024
Diversification
Wealth Building
Real Estate
Go Beyond Being Debt-Free and Build Your Wealth

Go Beyond Being Debt-Free and Build Your Wealth

Maybe you’re in a professional study program, like medical school. You have a big student loan but nobody is telling you in any of your courses, what the financial reality of debt payment is, and how to build wealth early. In this episode of the Hidden Money Podcast as we talk with Kristin Burton. Kristin’s medical background, personal story of emerging from debt and experience in how to build wealth professionally, will give exactly the practical wisdom you need to build your professional dream.

Season 2
March 19, 2024
W2 Income
Tax Planning
Wealth Building
Retirement Planning

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