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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.
In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook.
You’ll learn:
• Why mortgages are one of the worst financial tools
• How W-2 earners can legally offset massive tax burdens
• The strategy that turned a $2M tax bill into nearly $0
• Why most CPAs miss this and how to stop leaving money on the table
⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings.
📍Connect with Dan at TaxEquityPros.com
or on LinkedIn
Hit play. Even the IRS would want to hear this.
This episode is brought to you by Bill.com
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Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call
Chapters
1. Warming Up & Setting the Tone (00:00:00)
2. Meet Dan Lake & Bold Claims (00:03:50)
3. Nonconformist Roots and Career Pivot (00:06:40)
4. From Pest Control to Solar Finance (00:10:20)
5. Why Traditional Solar Often Fails Homeowners (00:14:20)
6. Building the Solar PPA Tax Equity Model (00:19:24)
7. How High Earners Slash Tax Bills (00:23:34)
8. Partnering With CPAs to Be the Hero (00:27:24)
9. Big Wins: Offsetting Massive Exit Taxes (00:31:14)
10. Philosophy on Taxes, Incentives, and Freedom (00:35:14)
11. What CPAs Should Demand: Low Audit Risk (00:39:04)
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