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Feb 4, 2021

Carlos is the guy that stops the IRS and State from destroying your life and the lifestyle you’re working hard to achieve.


When the IRS or the State of California starts sending you letters, they are NOT going to stop until they get every penny they are owed.


The IRS does not send idle threats. Every letter is a ticking time bomb - a PROMISE that they are coming for their money.


The IRS absolutely NEVER gives back the money* they take so it’s always best to take action before they’ve emptied your accounts. Learn more about it in this episode!


Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit


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Show Notes

  • Carlos’s role and speciality - 1:45
  • Taxes as a nightmare - 4:02
  • The IRS - 5:42
  • How do you pre-plan? - 7:33
  • IRS and tax returns - 13:20
  • Look at your specific situation - 21:34
  • What happens if you’re a small business owner - 22:54
  • Keeping things separated - 26:07
  • Taxes as our biggest expense - 28:24
  • IRS has too many options - 33:20
  • Get in touch with Carlos - 35:28


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