Beating the IRS at Their Own Game w/ Dan Pilla (Pilla Tax)

The Financial Quarterback® Podcast: Your Game Plan to Protect Your Money and Retirement

What’s your best defense against the IRS? Josh brings back renowned tax litigation expert Dan Pilla to uncover strategies for navigating today’s complex tax landscape. As the head of Pilla Tax and author of 14 books on tax-related issues, Dan shares his decades of experience fighting and winning cases against the IRS. Together, they dive into expiring provisions of the Tax Cuts and Jobs Act, rising IRS audits, and how small business owners and individuals can protect themselves with proper documentation and smart planning.

Josh and Dan break down home office and mileage deductions, year-end tax-saving strategies, and common pitfalls that could trigger IRS scrutiny. They also explore how to navigate disputes with the IRS, from wage levies to appeals, and the importance of staying proactive with your tax strategy.

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