# Tax Strategy, with Carlotta Thompson | (Business, Finance, AI, Money) Page: https://stenobird.com/podcast/the-action-catalyst-745269/tax-strategy-with-carlotta-thompson-business-finance-ai-money Text version: https://stenobird.com/podcast/the-action-catalyst-745269/tax-strategy-with-carlotta-thompson-business-finance-ai-money.md Podcast: [The Action Catalyst](https://stenobird.com/podcast/the-action-catalyst-745269) Published: 2026-04-07T09:30:00+00:00 Episode link: https://theactioncatalyst.com Audio file: https://dts.podtrac.com/redirect.mp3/episodes.captivate.fm/episode/3d454b8d-48d4-4ee2-9268-6f668e42017d.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-action-catalyst-745269/episodes/tax-strategy-with-carlotta-thompson-business-finance-ai-money Duration seconds: 1325 ## Resource Tax strategist Carlotta Thompson explores her unique early start in tax law, her years as an IRS enrolled agent, and what it taught her about helping business owners legally reduce their tax burden through smarter planning and compliance. Thompson explains how the IRS TRULY operates, and highlights the most common audit triggers, and how tools like cost segregation, opportunity zones, family‑office‑style investing, business acquisitions, and real estate tax strategies can significantly reduce tax liability when implemented correctly, and discusses the limits of AI in accounting, as well as key red flags to watch for when hiring accountants. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-action-catalyst-745269/episodes/tax-strategy-with-carlotta-thompson-business-finance-ai-money/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-action-catalyst-745269/tax-strategy-with-carlotta-thompson-business-finance-ai-money.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.