The 1031 exchange is one of the most powerful tax savings opportunities available to U.S investors. But it’s also one of the easiest to screw up. Marc Hershberg, Managing Partner and CEO at Topaz Capital Group, joins Michael Johnston to…
Just as individual investors can use the tax code to boost their returns, savvy real estate developers can maximize returns to their investors by identifying all credits and incentives available to them. Barrett Linburg joins Michael to discuss how his…
Andy Hagans joins Michael to answer questions that listeners of the show have submitted about various tax strategies. Michael and Andy discuss Roth IRAs for both children and startups, the tax breaks of the UTMA, and how to deal with…
Donor advised funds (DAFs) are gaining in popularity as a way for business owners to minimize their tax burden while also supporting meaningful causes. Kim Ledger and Joe Gianforte join Michael to discuss how High Net worth Investors can use…
For many investors, accumulating assets is relatively easy and straightforward. What can be a lot harder is the process of de-accumulation. David Graham joins Michael to discuss the tax arbitrage opportunities available to investors who strategically place asset classes, use…
There’s a compelling case to be made for farmland as part of a long term portfolio. There are also some potentially significant tax advantages associated with this asset class. Josh Guggenheim, VP of Acquisitions at Gold Leaf Farming, joins Michael…
We’ve all come across tax savings strategies that seem too good to be true. Where should investors go from there? Andrew Gradman, a tax attorney in Southern California, joins Michael to discuss why it’s important to cultivate a healthy sense…
A self directed IRA (SDIRA) can provide high net worth investors with access to a number of alternative asset classes in tax-sheltered retirement accounts. Kaaren Hall, founder and CEO of uDirect IRA Services, joins Michael to discuss the use cases…
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…
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…
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.…