EP 54: Tony Kassaei – The R&D Tax Credit You Need to Know About

What’s the toughest part about running your business? If you’re like a lot of entrepreneurs, you’d probably say either “taxes” or just straight-up “money.” But what if you could make the toughest part of running your business work in your favor?

Tony Kassaei is a legendary wealth advisor, speaker, co-founder of multiple companies, investor, and Apex executive member who specializes in revolutionizing the way entrepreneurs and business owners approach their finances, especially where it concerns taxes. Tony is dedicated to helping clients bridge the gap between tax codes and the CPA firm to maximize their resources and grow like crazy.

On this episode of the Step It Up Entrepreneur podcast, Tomas and Tony tackle topics like the massive lifestyle changes that happen when you actually commit to a self-improvement routine like 75 Hard, the well-hidden tax credit you’re currently missing out on – plus how Tony helps his clients take advantage, and some of the myths surrounding Jeff Bezos and other business giants. Tune in for an illuminating interview that could make next tax season your best ever.

What You’ll Learn:

  1. What kind of pushback Tony has seen from the people in his ecosystem since he started doing the hard work to level himself up (and how he puts that negativity in context).
  2. How Tony learned the insane value of minimally-invasive, top-tier work from a diesel mechanic.
  3. Why most of the popular opinions about the IRS are way off base, and how to shift your perspective to hate your taxes less.
  4. And much more!

Favorite Quote:

“I tell everybody, like, it’s free money. After being 20 years in Wall Street, where some people lose money, some people make money – it’s not the most fun job, especially when the market goes to shit. I’ve had the most fun with this business, because you’re giving, you’re finding people money, especially in this environment, we’re literally changing lives.” – Tony Kassaei

Connect with Tony:


How to Get Involved:

From his start in the GPS tracking industry to founding the Step It Up Academy, Tomas Keenan is on a mission to break out of the concept of “average” and reach success that is anything but. And he wants you to join him.

Check Tomas out on Facebook, LinkedIn, Instagram and don’t forget to visit tomaskeenan.com and sign up to make sure you never miss an episode drop.

You can also find this show on Apple Podcasts – don’t forget to drop a rating and review! Your feedback is very much appreciated.

Image by Steve Buissinne from Pixabay

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top