The restricted property trust (RPT) is a tax strategy for business owners with predictable cash flows that can generate significant tax-advantaged holdings. Rhett Grimes and Ken Crabb join Michael to discuss the ins and outs of this strategy. Watch On…
College tuition and related expenses will be significant expenditures for most families. Fortunately, there are some significant tax advantages to incentivize savings. Brad Baldridge joins Michael to discuss the ins and outs of the 529 plan, including a discussion of…
High earners in high income states may have seen their tax bill increase significantly as a result of the SALT deduction caps introduced with the Tax Cuts & Job Act (TCJA). Amy Sandlin joins Michael to discuss the workarounds that…
Delaware Statutory Trusts (DSTs) can be a powerful tax deferral tool for investors who are facing a significant capital gain event and are looking to diversify and take a more passive rule. Drew Reynolds of Realized joins Michael to walk…
Electing to be taxed as an S-Corp can be a smart tax move for some companies, and a bad one for others. Nate Yesner joins Michael to discuss the ins and outs of S Corp elections, including the tax ramifications…
The Inflation Reduction Act (IRA) introduced significant incentives for both individuals and companies to make investments that improve the energy efficiency of new and existing buildings. Larry Pon joins Michael to discuss the various credits that are available for taxpayers…
State tax consequences often don’t get the consideration they deserve, due to the sheer number of different frameworks that exist. Yet state income tax rates can have a major impact on investors’ tax bills. Manish Bhatt, Senior Policy Analyst with…
Cost segregation is one of the most straightforward ways for real estate developers and investors to accelerate depreciation and maximize the tax efficiency of their project. Erik Oliver joins Michael to explain how cost segregation studies are completed and discuss…
Section 1202 contains one of the most substantial tax incentives out there, but many investors and founders are unaware that it even exists. Dan Mayo, leader of Withum’s National Tax Services Group, joins Michael to discuss the ins and outs…
For real estate developers, there can be significant advantages associated with how gains on their transactions are classified from a tax perspective. Gerry Reihsen joins Michael Johnston to discuss creative strategies for ensuring that real estate transactions generate capital gains…
Real estate can offer significant tax efficiencies when added to a long-term portfolio. But there are lots of nuances that can create headaches if not handled properly. Whitney Elkins-Hutten joins Michael to discuss five ways that real estate can generate…
Setting up a Roth IRA is a great retirement planning move. But many investors could get a lot more out of their Roth by venturing beyond the “big box” providers. Carrie Cook, CEO at Preferred Trust, joins Michael Johnston to…