This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Neil Paulson for a discussion on what to expect during an IRS tax audit. Neil is a seasoned investor who shares his experiences and advice on navigating the tax filing system.
During this episode, Neil covers what to expect during an IRS tax audit and how to handle it. He highly recommends hiring a tax preparer, a certified public accountant, and an attorney. Lastly, Neil suggests keeping records of everything, working with a responsible CPA who will file returns, and avoiding discussing their finances with anyone.
Learn more about what to expect during an IRS tax audit and other important rules.
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About Our Guest Neil Paulson
Neil Paulson is a retired seasoned investor based in Orlando, Florida. During his career he has had the opportunity to practice law and work in the financial services industry.
About Our Host Alex Perny, CISP
Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.