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…
As the alternative investment market has grown, structural changes have gradually improved the “user experience” for LPs and advisors. Brian King, founder and CEO at LODAS Markets, joins Andy Hagans to discuss how his firm is providing liquidity in a…
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…
Circuit City was a storied electronics retail brand, that peaked, struggled, and eventually declared bankruptcy in the 2000s. Now, under the leadership of an innovative private equity team, the brand has relaunched and is gaining ground in the consumer electronics…
When used correctly, life insurance can be an incredibly powerful tool in a tax efficient investing strategy. When used incorrectly, it can be a big mistake that results in excessive fees and disappointing returns. Wallis Tsai joins Michael to discuss…
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…
Restricted stock units (RSUs) are an increasingly popular form of compensation, especially in the tech industry. Since RSU vesting is a taxable event, it’s important for employees to understand the ramifications of this compensation. Isaac Presley joins Michael to discuss…
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…
New research from iCapital shows increased adoption of alternatives among financial advisors, but plenty of growth still lies ahead. Steve Houston, managing director & head of enterprise solutions and investment solutions at iCapital, joins WealthChannel’s Andy Hagans to discuss where…
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…
Investment real estate is a world that continues to evolve, driven by changes in technology, society, and demographics. Keith Lampi, president and CEO of Inland Private Capital Corporation, joins WealthChannel’s Andy Hagans to discuss how niche property sectors will be…
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…
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…
Custodial accounts can be a great way to get around estate taxes, especially in states with limits significantly below the federal threshold. UTMAs can offer some marginal short-term tax savings, but lack many of the advantages of 529s when it…
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…