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

Published: Feb. 23, 2022, 6 p.m.

Today\u2019s 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.\nIn today\u2019s episode, we\u2019re talking about everyone\u2019s favorite subject \u2013 taxes! Tax day is less than 2 months away so this couldn\u2019t be timelier. Duncan walks us through some tax breaks for businesses, individuals & private investments.\nWe 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.\nDuncan provided resources related to the conversation today:\xa0Employee Retention Tax Credit & his Top Tax Strategies.\n-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\nLearn more about your ad choices. Visit megaphone.fm/adchoices