1. $1 BILLION in Tax Savings: The Secrets Your CPA Won't Tell You | David Perez
4/29/202643 min
In this episode, I sit down with tax strategist David A. Perez, who has helped his clients save over $1 BILLION in taxes. We break down the fundamental difference between how wealthy people and broke people think about taxes, and David reveals specific strategies that anyone can use—from early-stage entrepreneurs making their first $50K to 7-figure earners looking to pay zero in taxes legally. We dive into depreciation strategies, the Augusta Rule, employing your children, turnkey investment opportunities, and why most CPAs aren't equipped to help high-income earners. David also explains the real reason people like Grant Cardone buy jets and helicopters (hint: it's not just to show off), and why focusing on making more money should be your #1 priority if you're under $250K. If you've ever felt frustrated paying too much in taxes or confused about what strategies actually work, this episode is a masterclass you can't afford to miss.
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ABOUT DAVID
David A. Perez had been a widely regarded tax pro for nearly a decade when he was hit
with his own six-figure tax bill, forcing him to realize how little he knew at a strategic
level. When an experienced CPA mentor told him there was no fix, David dug deep to
uncover the game-changing tax strategies that rarely get implemented.
David now brings those strategies to the masses on both ends of the financial spectrum.
To serve tax professionals directly, he founded Tax Maverick AI (see below).
Meanwhile, he serves individual investors by sharing actionable tax strategies.
From his frequent media appearances and viral social media posts to authoring three
books, David’s aim is to make the public understand what’s possible:
"The tax code wasn't written to punish you. It was written to reward those who
understand it. Stop being punished. Start being rewarded."
- David A. Perez
Connect with David:
Website - https://www.davidaperez.com/
Instagram - https://www.instagram.com/iamdavidaperez
Facebook - https://www.facebook.com/david.a.perez.301182
YouTube - https://www.youtube.com/@iamdavidaperez
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About Justin:
Justin Colby is the host of The Entrepreneur DNA and The M.O.R.E Show podcasts and a best-selling author. He is a serial entrepreneur and a seasoned real estate investor with over 20 years of experience.
Driven by a passion to help entrepreneurs thrive, Justin created the Entrepreneur DNA community to support business owners in building wealth, systems, and long-term freedom. Through his podcasts, books, education platforms, and hands-on mentorship, he continues to help entrepreneurs scale with clarity and confidence.
Connect with Justin:
* Instagram: @thejustincolby
* YouTube: Justin Colby
* TikTok: @justincolbytsof
* LinkedIn: Justin Colby
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Clips
Transcript preview
First 90 secondsJustin Colby· Host0:00
[gentle music] What is up, The Entrepreneur DNA family? We are back with another incredible guest, and if you have not yet joined The Entrepreneur DNA community, I advise you to. Go to theentrepreneurdna.com, be a part of this community, 'cause incredible humans like our next guest will be advisors to this community to help us think through taxes. You heard me that... You heard that right. Uh, one of my favorite and least favorite subjects in mankind- [laughs] ... is taxes, and our next guest, David Perez, is a tax strategist. In fact, he has helped his clients save over one billion, with a B, in tax savings. David Perez, what's up, brother? How are you?
David A. Perez· Guest0:42
What's up, man? Thank you for having me. I'm excited.
Justin Colby· Host0:44
Yeah. Yeah, this is a great, uh, community. L- all entrepreneurs, from the fledgling early-stage entrepreneurs all the way to the guys that are figuring out how to take a $10 million company and get it to 100 million-plus.
David A. Perez· Guest0:57
Amen.
Justin Colby· Host0:57
So you have the audience, uh, that really cares- That's right ... about your, your circle of genius. Let's just talk about the first things first, right? It is March 30th as we record this. We have this little tax date coming up very shortly.
David A. Perez· Guest1:12
Yep.
Justin Colby· Host1:13
Uh, talk to us a little bit about some of the things that are top of mind when you're consulting your clients and helping them find tax strategies to avoid paying taxes.
David A. Perez· Guest1:22
Well, as, as you know, the, the m- the deadline is, is April 15th, um, depending, and if that falls on a weekend, then

