Jason Osser graduated from State University of New York at Oneonta with a Bachelor of Science in Accounting and Economics, and from Binghamton University with a Master of Business Administration with a concentration in Human Resource Management.
After relocating to the Washington, DC metropolitan area in 1996, Jason held a series of accounting positions, from staff accountant to controller, until he decided to own and run his own business.

Since leaving corporate America over 15 years ago, Jason has been a successful franchise business owner, an accounting and small business expert, a Certified Public Accountant, a real estate investor, and an adjunct professor at local colleges. Jason’s diverse experience enables him to bring insights into how to create a growing and successful small business through disciplined accounting best practices and tax planning.

This episode talks about:

– Jason’s CPA tax practice and what the types of businesses he focuses on
– The importance of identifying and making the right business entity selection.
– The 4 most common types of business entities and their differences
– Qualified business deductions
– Who is eligible for the qualified business income (QBI) deduction or the Section 199A?
– Do businesses get taxed differently from individuals?
– What is a pass-through entity?
– Taxes for franchises
– How do small business owners reduce their taxes and take control of their businesses?
– What is “QuickBooks”?
– What is a Self Directed IRA (SDIRA)? Advantages? Disadvantages?
– Required Minimum Distribution (RMD) and how it is calculated?
– How to set up a self-directed IRA?
– Rules to follow when engaging in a transaction using your self-directed account.
– Recourse vs. Non-Recourse Loan, differences with tax deductions?
– Can you invest in a real estate syndication with your retirement account?
– Recommended book- “Riding Quickbooks to the Promised Land”

To connect with Jason Osser, please visit:

Company Website:https://ossercpa.com
Linkedin https://www.linkedin.com/company/jaso…
Facebook https://www.facebook.com/ossercpa
Twitter https://twitter.com/ossercpa
Email: jason@ossercpa.com
Contact Number 571.331.1652

To learn more about what we do and how we can help you grow more wealth, please visit https://finassetprotection.com

You can also schedule a free call with us: https://calendly.com/financialservice…

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**Not intended to be financial advice. Please consult a professional who knows your specific situation.