Tech
Business
David Tran
CPA, Tax Strategist & Founder
,
Prime Path Advisory
Tax Expert Reveals How To Use AI For Taxes
Tax strategist David Tran of Prime Path Advisory shares how high income earners can use AI and IRS compliant strategies to legally reduce taxes.
Chapters
00:00 - Trailer
03:05 - How David is using AI for taxes
04:45 - How people with new money save taxes
08:12 - Why New York is the worst for taxes
09:27 - Millionaire migration trend
12:00 - Common tax mistakes to avoid
13:43 - How does David’s business model work?
14:36 - His tax career journey
16:13 - Should you file taxes yourself or hire pros?
20:06 - The stock-loan tax strategy of the rich
23:28 - What is tax loss harvesting?
24:15 - 1031 exchanges explained
27:12 - Active income vs. passive income
30:08 - AI tools David uses
34:40 - Rent or buy?
39:48 - Tax strategies for people making $150K–$200K
41:36 - Investing in the S&P Index
44:28 - Closing thoughts
