Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with…
For investors holding highly appreciated company stock in their 401k plan, taking advantaged of Net Unrealized Appreciation rules can mean significant tax savings. Tyler Miller joins Michael to discuss the ins and outs of the NUA treatment and the importance…
Many high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits. Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and…
Private credit is having a “moment,” with increasing numbers of High Net Worth investors and family offices making allocations to this asset class. Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the “new golden age” of…
Starting a Roth IRA for your child might be one of the smartest investing moves a parent can make, but most of us fail to do so. Chris Carosa joins Michael to discuss the benefits of the Child IRA, including…
Puerto Rico’s unique status as a U.S. territory with Commonwealth status has created a number of significant tax opportunities. Jose Torres, founder and managing partner at Monllor Capital Partners, joins Michael to discuss the various incentives in place for both…
Donor-advised funds are an incredibly efficient vehicle available to individual investors and family offices who desire to make a long term philanthropic impact. Jodi Rosen, chief development officer at Vanguard Charitable, joins WealthChannel’s Andy Hagans to discuss the amazing growth…
Conservation easements have historically been a popular investment vehicle for high earners looking to generate offsets to taxable income. Recent changes to the tax code have curtailed use of conservation easements, but continued to incentivize the preservation of historic buildings.…
By allowing investors to defer and eliminate large capital gains, Opportunity Zones may just be the greatest tax incentive ever created. Jimmy Atkinson joins the show to discuss how OZs can help High Net Worth investors who have experienced a…
For some investors, converting from a Traditional IRA to a Roth IRA can create significant tax efficiencies. But the calculation depends on a number of factors, and the answer isn’t the same for everyone. Michael Johnston takes a deep dive…
Beyond the potential returns, real estate offers numerous ways for investors to enhance the tax efficiency of their portfolios. Andy Hagans joins Michael to discuss the three primary tax benefits of investing in real estate as an LP and provide…
401k plans are the workhorse of many retirement portfolios, allowing investors to accumulate significant wealth in a tax-protected account. Many entrepreneurs and small business owners are missing out on a massive wealth creation opportunity by failing to establish a Solo…