I’ve been getting Adrian Van Zelfden’s “Tidbits in Time” emails for several years. He’s a huge history buff and he enjoys a historical almanac to the point that he started sending out a monthly missive to share his celebration of what happened when. He started by sending it to his friends. None of that opt-in stuff, just a “hey, you might enjoy this as much as I do” kind of spirit. And, when you get an email, any email, from the smartest CPA/Lawyer around, what do you do? You open it and read it.
For his friends who also happen to own businesses, he started putting a section at the end “For Business Owners Only.”
The December issue had a 12-page, single-spaced PDF attached to it full of Adrian’s best Year-End advice to business owners. As I skimmed and scanned it, I knew that this was information that would be helpful to a lot of my readers, so I got Adrian to join me for conversation and this podcast is the result.
If you’d simply like to get to know Adrian, you could bail out after 15 minutes or so when we start to get our hands dirty in the numbers.
If you’d like a copy of his checklist, go to Adrian Van Zelfden’s Facebook Page, Tidbits in Time and click on the “Join My List” link in the left column. He’s also given me permission to send it out, so if you join my list you’ll also get a copy. A third option is to go to vanzelfden.com and shoot him an email. You’ll get a good sense of his dry humor if you google the latin phrase in the header of that page.
So…how good is he?
In 30 years of helping clients with taxes and going with them to countless IRS audits, he’s often walked out with the IRS owing his clients money. More importantly, he’s never lost a dime of his client’s money in an audit. That is, his record is perfect. He’s never had a worse outcome than having the IRS say, “Yep, this tax return is just fine. No changes.” Damn. That’s good.
I like doing interviews that get me a bit out of my comfort zone. Finances, taxes, government…you get the idea. For an example, if you haven’t listened to my interview with Pamela Yellen, you missed out on her surefire way to grow your cash without exposing yourself to risk. And now, I hope you enjoy Adrian and that you find his timely advice worthwhile as you seek to keep more of that hard-earned money for yourself while staying out of trouble with the IRS.
Joe Perez makes me proud to be an American. I’ve known Joe for about 6 years. We first met at an event at Wizard Academy. I always knew him as the operator of a landscape architecture company in San Antonio. We’d run into each other now and then, when we were both in Austin. It wasn’t until we attended the Awesome Sauce class this August that I found out about his military adventures and his new company.
Turns out Joe spent the last days of the Cold War chasing Soviet agents across Europe. He was in Berlin when the wall came down. When I mentioned that his resume read like a character in a Tom Clancy novel, he said, “funny you should mention that,” and proceeded to tell the story of how his unit was involved in Clancy’s research for Clear and Present Danger. Wow. Continue reading →