Stacks Over Tax
Stacks Over Tax
Podcast Description
The incredible podcast that shows listeners how to save ungodly amounts of tax and manage their affairs so they can get the same kinds of benefits the big corporations get.
Podcast Insights
Content Themes
Focuses on tax optimization, legal loopholes, and asset protection with episodes covering critical topics like maximizing tax deductions, understanding the Augusta Rule, and navigating Beneficial Ownership Information reporting requirements, offering actionable insights for financial efficiency.
Money Strategies with Mark Lewis, EA is the ultimate podcast for high-earning business owners, founders, and active investors who want to build, protect, and scale their wealth. Hosted by IRS Enrolled Agent and options strategist Mark Lewis, each episode delivers institutional-grade deep dives and expert interviews on corporate tax optimization, entity structuring, and systematic options trading. Stop overpaying the IRS and start compounding capital like the top 1%.
Are you overpaying the IRS because your accountant is focused on compliance instead of strategy? If your CPA only talks to you in April and hands you a tax bill without a proactive plan, they are simply an ”order-taker.”
In this video, Mark Lewis, EA, breaks down the critical difference between tax compliance and tax strategy. We expose the four biggest traps that business owners fall into—from relying blindly on default S-Corp elections to panic-buying equipment in December just to chase deductions. Discover how sophisticated 7- and 8-figure entrepreneurs use multi-entity structures, C-Corps, and Section 1202 Qualified Small Business Stock (QSBS) to build generational wealth and achieve near-zero federal tax results on massive exits.
If your business makes over $1M and your CPA hasn't slashed your tax rate below 25%, apply for our 1-on-1 Elite Asset Architecture Audit atmarksmoneysecrets.com.
Chapters / Timestamps
00:00 – The Difference Between Tax Compliance and Tax Strategy
01:10 – Trap 1: The S-Corp Default (Why You Outgrow the Answer)
02:25 – Trap 2: December Spending Sprees (Winning the Tax Game, Losing the Wealth Game)
03:50 – Trap 3: Timing (Retrospective vs. Proactive Tax Planning)
05:00 – Trap 4: The Single Entity Myth & The Fear of C-Corps
06:45 – Case Study: A $4 Million Tax Mistake on a $20M Exit
08:30 – What Elite Tax Architecture Actually Looks Like
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