Don't Get Killed on Taxes: 20 of the Most Common Reasons You're Sending Too Much Money to the IRS

by P.J. DiNuzzo CPA, PFST, MBA, MSTx, Steven Jarvis CPA, MBA, Russ Alan Prince (Foreword by)

Overview

Many people get killed on their taxes each year, but that doesn’t have to be your story. 

The average person doesn’t need a degree in business or accounting to avoid paying too much in taxes—they simply need to discover their misconceptions about taxes and create a plan to reduce those taxes over time. In Don’t Get Killed by Taxes, P. J. DiNuzzo and Steven Jarvis bust the most common myths that keep people paying too much in taxes. They share five simple building blocks that can save money and reveal twenty of the most common tax strategies to substantially reduce an individual’s tax burden.

Taxpayers have been conditioned to believe myths about taxes that are simply not true, such as:

• “Taxes are a fact. I have no control over how much I pay.”
• “As long as I get a refund, I’ve won.”
• “I use tax preparation software. I’m all set.”
• “I have a tax preparer. I’m all set.”
  

Don’t Get Killed by Taxes offers the building blocks for anyone to reduce their taxes. Motivated readers who apply DiNuzzo and Jarvis’ strategies will:

• Reduce their tax rate
• Optimize tax deferred and tax free investments
• Create a “paycheck” —one that will last the rest of their lives
• Capture every benefit they’re entitled to
• Pay substantially less in taxes.

Product Details

ISBN-13:	9781636980430
Publisher:	Morgan James Publishing
Publication date:	12/06/2022
Sold by:	Barnes & Noble
Format:	eBook
Sales rank:	729,924
File size:	1 MB

About the Author

P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $882 million in assets under management as of June 30, 2021. 

P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS™) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is also the author of the Wall Street Journal and USA Today bestselling book, The DiNuzzo Middle-Market Family Office Breakthrough (Morgan James, 2022) and The Seven Keys to Investing Success (Lioncrest Publishing, 2020). P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The Street.com TV. He currently resides in Pittsburgh, PA.

Steven Jarvis, co-founder, CEO and Head CPA of Retirement Tax Services has never been a stereotypical accountant. Steven received his bachelor's degree in Accounting from Brigham Young University-Idaho and his Master of Business Administration degree from Eastern Washington University in addition to being a licensed Certified Public Accountant (CPA). While Steven has put in years behind a keyboard, he has always found other ways to engage and connect with people around him. 

Steven worked an adjunct professor at Whitworth University from 2018 to 2020; today, he co-hosts a tax focused podcast (the Retirement Tax Podcast) that thousands of taxpayers tune into each month, hosts a podcast teaching financial advisors how to deliver more value through tax planning and is a nationally recognized speaker on tax-related topics. Steven also writes extensively, having been published in U.S. News, Advisor Perspectives, Rethinking65 along with the regular articles he writes for Retirement Tax Services. He currently resides in Spokane, WA.