Welcome to Slash Tax - podcast episode cover

Welcome to Slash Tax

May 28, 20253 minEp. 1
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Discover legal tax strategies, powerful incentives, and smart investing insights with Slash Tax, the podcast hosted by Heidi Henderson. Learn how to cut your tax bill, protect wealth, and reinvest smarter.

Summary

In this inaugural episode of the Slash Tax Podcast, host Heidi Henderson shares her personal journey from a college mentorship in the early '90s to becoming a tax strategist, real estate investor, and executive at Engineered Tax Services and Engineered Insurance Services. She discusses her passion for helping clients reduce their largest expense—income taxes—and reinvest those savings into income-producing assets. Heidi outlines the mission of the podcast: to bring together leading CPAs, tax strategists, investors, and entrepreneurs to share insights, real-world strategies, and inspiring stories. Listeners can expect complex topics broken down into practical and actionable steps to reduce tax burdens, protect wealth, and build a financial legacy.

Host Information

This episode features host Heidi Henderson.

Email: heidi@engineeredtaxservices.com
Website: www.engineeredtaxservices.com
Linktree: Heidi Henderson
Instagram: @Engineeredtaxadvisory

Takeaways

  • Strategic tax planning is essential for financial freedom.
  • Combining business acumen with strategic thinking can unlock new possibilities.
  • Understanding and utilizing tax incentives can significantly reduce income taxes.
  • Reinvesting tax savings into income-producing assets is a pathway to building wealth.
  • The Slash Tax Podcast aims to provide actionable insights for CPAs, investors, and entrepreneurs.

Transcript

Heidi

Welcome to the Slash Tax Podcast. I'm your host, Heidi Henderson, a tax strategist, real estate investor, and executive at Engineered Tax Services and Engineered Insurance Services. Before we dive into what this podcast is all about, I wanna share a little about my journey because it's the foundation for everything that we'll be talking about on this podcast. I've always been fascinated by strategy, numbers, but what truly set my path was a life changing mentorship. Back in college in the early nineties I was blessed to be mentored by a highly successful female mortgage broker who opened my eyes to what's possible when you combine business acumen with strategic thinking.

And her guidance sparked my passion for real estate investments and developments, and it set the trajectory of my career. I went on to earn a master's degree in tax, working my way up to being the controller for a destination ski and golf resort in Utah. And then later I transitioned to tax consulting to help CPAs, investors, and business owners navigate complex tax codes, always with one goal in mind: to help people reduce their largest expense income taxes and then to use that money to reinvest in income producing assets to work towards financial freedom. It's amazing. In 2011, when I shifted from traditional tax accounting into tax consulting and incentives, that's when everything clicked.

I fell in love with helping clients, especially real estate investors and business owners, discover the tax strategies and incentives they're legally and ethically entitled to. Today, I'm a partner in multiple companies, including Engineered Insurance Services for commercial insurance needs. I also serve as the Chief Marketing Officer of Engineered Tax Services, the nation's largest specialty tax firm, which is the parent company also of the Growth Partnership, which offers business coaching and outsourced marketing specifically for CPA firms nationally. With this podcast, my mission is to bring together leading CPAs, tax strategists, investors, and entrepreneurs to share insights, real world strategies, and inspiring stories. And we'll break down really complex topics into practical and actionable steps you can use to reduce your tax burden, protect your wealth, and build a financial legacy.

Whether you're an investor navigating a liquidity event, a business owner striving for financial independence, or a CPA looking for ways to deliver more value to clients, this show is for you. SlashTax is proudly sponsored by Engineered Tax Services, and together we'll explore the tools, strategies, and stories that can transform your tax experience. So if you're ready to stop start planning, hit that subscribe button and join me each week on SlashTax. Thank you for being here. Let's dive into a new era of smarter tax planning.

Transcript source: Provided by creator in RSS feed: download file
For the best experience, listen in Metacast app for iOS or Android