1031 Exchange Case Study: Here’s how a high-income business owner used a 1031 exchange to turn one underperforming property into four diversified, passive income streams—while deferring over $1.1M in taxable gains and saving roughly $358K in immediate taxes. Investor Profile Before the Exchange The problem: Too much equity concentrated in one asset and one location, […]
Bitcoin tax efficiency for business owners is about turning IRS rules into opportunities. At our Bitcoin Demystified event, I connected all the pieces—mining, investing, holding, and donating—into a tax strategy framework. Here are the core moves business owners can use to protect profits, reduce taxes, and build long-term wealth with Bitcoin. Holding Bitcoin Long Term […]
When it comes to Bitcoin basics for business owners, the conversation can’t stop at how the system Bitcoin basics for business owners go beyond technology—they’re about understanding money, risk, and strategy. In this session from our “Bitcoin Demystified” event, James Lavish (Managing Partner, Bitcoin Opportunity Fund; author of The Informationist) lays out a clear framework […]
Tax strategy is my love language because it protects income—income that can then be put to work. That’s why I believe in tax strategy for generational wealth, because the right plan turns income into lasting assets. When I came to the United States and started working as a CPA in Orange County, California, wealth was […]
If you own stock in your own company and plan to sell someday, you need to know one acronym: QSBS.It stands for Qualified Small Business Stock, and it could be the most powerful tax strategy you’ve never heard of. Here’s why: it can turn millions in gains into tax-free money when you sell. What Is […]
“Taxes are your greatest wealth-building expense.” And that’s why I chose tax strategy as my life’s work. I thought about what to write you today. What to say about taxes—on the day before the 4th of July—while we’re on the brink of a potentially sweeping tax bill, and in the middle of an era marked […]
Why a CPA Tax Strategy Partnership Is a Wealth Tool Words I like: “Let me talk to my CPA first.” If you want a serious tax strategy, you don’t need a spreadsheet. You need a partner. A CPA tax strategy partnership built around your financial goals. Someone who meets with you before decisions get made—not […]
K-1 Tax Strategy Issues: Why You Can't Ignore the Leaks K-1 tax strategy issues are one of the biggest hidden threats to your wealth—and most business owners don’t even know they’re there. Hmmm…. Last week, something caught my eye in a client’s returns. The K-1 wasn’t showing the numbers I expected. (If you want to […]
Smart Backdoor Roth Strategy for High-Income Business Owners Backdoor Roth for business owners is one of the most effective strategies to build tax-free retirement wealth, especially if you’re earning too much to contribute directly to a Roth IRA. If you’re a business owner making serious money, the IRS probably won’t let you contribute to a […]