In this episode host Belle Osvath, CFP® talks with David Peters the founder of Peters Professional Education. They discuss startups and the potential tax benefits of operating at a loss. David does an excellent job breaking down the basics of startup losses and he highlights what you can do to help your clients recognize and take full advantage of the potential upside of operating their business at a loss. He also discusses how you can leverage this knowledge to help your clients even if you don’t offer tax advice as part of your practice.

David Peters

LinkedIn: https://www.linkedin.com/in/david-peters-financial
Website: https://www.petersprofessionaleducation.com

FPA NCA News & Events: fpanca.org

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

Ep. 13 The Positive Side of Startups Losing Money - David Peters [Financial Planner & Tax Practitioner]

Smarter Planner Podcast