Latest

SALT Cap Workarounds, With Amy Sandlin

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…

Best Practices For DSTs, With Drew Reynolds

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…

RSU Tax Strategies, With Isaac Presley

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…

Tax Benefits Of S Corps, With Nate Yesner

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…

Tax Credits For Solar Panels And More, With Larry Pon

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…

Best And Worst State Tax Structures, With Manish Bhatt

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…

Tax Saving From Cost Segregation, With Erik Oliver

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…

Tax Free Exits Via QSBS, With Dan Mayo

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…

Tax Savings For Real Estate Developers, With Gerry Reihsen

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…

The Future Of Alternative Investments, With iCapital’s Steve Houston

The Alternative Investment Podcast

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…

Tax Benefits Of Real Estate Investing, With Whitney Elkins-Hutten

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…

Alternative Property Sectors Of The Future, With Keith Lampi

The Alternative Investment Podcast

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…

Startup Shares In A Roth IRA, With Carrie Cook

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…

Avoiding Costly 1031 Mistakes, With Marc Hershberg

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…

Superior Tax-Adjusted Returns In Multifamily, With Barrett Linburg

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…

Tax Efficient Investing FAQs, With Andy Hagans

Andy Hagans

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…

Estate Tax Savings With UTMAs, With Alvin Carlos

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…

Tax Efficient Asset Allocation, With David Graham

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…

Short Duration Private Credit, With Jillian Murrish

The Alternative Investment Podcast

As the macroeconomic environment shifts to a period of interest rate volatility for the first time in over a decade, shorter duration debt with less sensitivity to interest rate hikes is showing some momentum. Jillian Murrish, CEO at Pier Asset…

Tax Benefits Of Farmland, With Josh Guggenheim

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…

Mega Backdoor Roth Made Simple, With Kelley Long

In 2024, investors are able to put $69,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income. Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy…

Too Good To Be True Tax Strategies, With Andrew Gradman

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…

Tax Benefits Of Self Directed IRAs, With Kaaren Hall

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…