Tax Strategy, with Carlotta Thompson (Business, Finance, AI, Money)

Tax strategist Carlotta Thompson explores her unique early start in tax law, her years as an IRS enrolled agent, and what it taught her about helping business owners legally reduce their tax burden through smarter planning and compliance. Thompson explains how the IRS TRULY operates, and highlights the most common audit triggers, and how tools like cost segregation, opportunity zones, family‑office‑style investing, business acquisitions, and real estate tax strategies can significantly reduce tax liability when implemented correctly, and discusses the limits of AI in accounting, as well as key red flags to watch for when hiring accountants.

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Tax Strategy, with Carlotta Thompson (Business, Finance, AI, Money) is an episode from The Action Catalyst by Southwestern Family of Podcasts.

This episode is 22:05 long.

This episode was published on Apr 7, 2026.

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