Cover art for podcast The Military Millionaire Podcast

The Military Millionaire Podcast

194 EpisodesProduced by David PereWebsite

Our goal is to teach service members, and the working class how to build wealth, and invest in real estate so that you can achieve financial freedom and live the life you've always dreamed of!


The Tax Tip Diva - Kasey Ortiz Gives Invaluable Tax Tips!

Kasey Ortiz is the Tax Tip Diva


Kasey was in the Marine Corps for 6 years. She was medically retired, and received a lump sum payment as she exited the service. When she filed taxes that year it was taxed. The following year she was taking a basic tax class and learned that it shouldn’t have been taxable!

She amended the return, and got her money back! Now she has invested over 20 years into helping service members, real estate professionals, and the likes expertly negotiate their tax returns!


Tip 1: Know your tax professiona!

Tip 2: Expense it!

Tip 3: stop invoicing/taking payment at the end of the year

Tip 4: Do a cost-segregation study on multi-family real estate (more on this in our next episode).


Kaseys passion about taxes is obvious, and she offers some valuable resources at her website:

She is on Instagram as @thetaxtipdiva


Link to the 50% discount on real estate professional tax worksheet: (code: VET)

She has also thrown in an unadvertised discount on her tax-tip planner:









Join me in the BiggerPockets Pro community!


Books I recommend

First read:

Real Estate Investing:

Real Estate Investing:

Real Estate Investing:

Building Wealth:




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