tax tips from a former irs agent

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inside the IRS: Why the System Is Broken
Gabe Hogan Gabe Hogan

inside the IRS: Why the System Is Broken

This blog breaks down the real reasons the IRS struggles to function effectively—from outdated technology and weak internal incentives to inconsistent audit quality and a reliance on fear-based compliance. Learn what actually happens inside the agency, why so many taxpayers lose audits, and how understanding IRS culture can dramatically improve your tax strategy and defense.

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the real estate playbook
Claire Pelton Claire Pelton

the real estate playbook

Investing in real estate offers tangible tax benefits. The key to unlocking their income potential is to apply strategic, proactive tax strategies. The Real Estate Playbook shows you what successful short-term rental strategy means.

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how to win the game of taxes
Claire Pelton Claire Pelton

how to win the game of taxes

Most business owners only think about taxes once a year—when the bill is due. But the best way to save money is to start planning before tax season.

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From IRS Insider to Tax Strategist: The Smart (Legal) Ways High Earners Cut Taxes
Claire Pelton Claire Pelton

From IRS Insider to Tax Strategist: The Smart (Legal) Ways High Earners Cut Taxes

What if your CPA is leaving money on the table? In this episode of Accredited Investor Edge, I sit down with Gabe Hogan, a tax attorney and former IRS auditor, to uncover real-world tax strategies for high-income professionals and accredited investors. Gabe explains how the IRS really works on the inside, why most CPAs act like historians instead of forward-looking advisors, and what that means for your return. We cover the Augusta Rule, paying your kids, oil and gas tax benefits, short-term rental loopholes, and why “buying a car for a write-off” can backfire.

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Understanding the Three Types of Income for Tax Purposes: Earned, Passive, and Portfolio
Claire Pelton Claire Pelton

Understanding the Three Types of Income for Tax Purposes: Earned, Passive, and Portfolio

When it comes to taxes, not all income is treated the same. In fact, the IRS classifies income into three main types—earned, passive, and portfolio income—and each is taxed differently. Whether you're a business owner, real estate investor, or simply looking to get a better handle on your finances, understanding these categories can help you plan smarter and avoid surprises at tax time.

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