Tax Efficient Investing Strategies, An Alts Expo Panel

Michael Johnston, Sarah Sullivan, and Ashley Tison join WealthChannel’s Andy Hagans to discuss tax advantaged investment strategies.

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Episode Highlights

  • Discussion of the hurdles many investors face in embracing a tax efficient portfolio.
  • Overview of various tax efficient asset classes, including energy, real estate, farmland, historic preservation credits, and more.
  • Importance of understanding the source of your income when identifying investments that will generate pass through losses.
  • Hidden gems among tax efficient investing strategies that more investors should be aware of.
  • Live Q&A with Alts Expo attendees.

Panelists

About The Alternative Investment Podcast

The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.

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Transcript coming soon.

Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.