EP 102 - Our Exclusive Advanced Tax Strategies in Action

08/06/2025 20 min
EP 102 - Our Exclusive Advanced Tax Strategies in Action

Listen "EP 102 - Our Exclusive Advanced Tax Strategies in Action "

Episode Synopsis

Send us a textTax planning extends far beyond basic strategies, with sophisticated approaches typically reserved for the ultra-wealthy that can create substantial tax savings and wealth-building opportunities for business owners and investors.• Qualified Opportunity Zone Funds offering multiple benefits including capital gain deferral, material participation opportunities, and tax reduction• Solar panel investments for business properties providing tax credits, depreciation benefits, and long-term energy cost savings• 1031 exchanges into oil and gas investments for passive income with continued tax advantages• Self-insurance strategies creating deductible business expenses while maintaining control of funds and building wealth• Strategic employment of spouses to optimize QBI deductions and increase Social Security benefits• Premium tax planning services delivering exceptional ROI through comprehensive strategy developmentFor those interested in learning more about these advanced tax reduction strategies, visit taxplanningchecklist.com or prosperalcpa.com/apply to see if these approaches could benefit your specific situation.

More episodes of the podcast The Mark Perlberg CPA Podcast